US-Iran Ceasefire Imminent?! New York Stock Market Rises with Falling Oil Prices and Interest Rates

[August 26th AM Broadcast Full View] US-Iran Ceasefire Imminent?! New York Stock Market Rises with Falling Oil Prices and Interest Rates
Watch on YouTube ↗  |  August 26, 2026 at 03:16  |  6:11:16  |  3PRO TV (삼프로TV)
Speakers
Park Myung-seok — Curator
Kim Jang-yeol — Reporter, The Bell
Park Byeong-chang — Director, MP Partners
Ha Bo-no — Guest
Kim No-ko — Analyst
Seo Young-jae — Manager, NH Investment & Securities
Park Sang-hyuk — Editor
Kim Min-seung — Head of Research, Cobit
Cha Jin-ho — Director
Kwon Soon-woo — Reporting Team Lead, 3PRO TV

Summary

The broadcast covers the recent rebound in the US stock market driven by falling oil prices and Treasury yields amid rumors of a US-Iran ceasefire. Experts analyze the upcoming Nvidia earnings, emphasizing the importance of guidance and AI financing. The panel also discusses the structural growth of AI token demand, the rotation into Korean semiconductor equipment and cosmetics, and the regulatory shifts in the US crypto market.

  • US markets rebounded as oil prices and Treasury yields fell on US-Iran ceasefire rumors.
  • Nvidia's upcoming earnings will be scrutinized for gross margin guidance and its role in AI financing.
  • US mutual funds are rotating into memory semiconductor and energy/power stocks to capitalize on AI infrastructure growth.
  • Korean semiconductor equipment stocks are rebounding strongly as market rotation continues.
  • Hyperscalers are expected to benefit from open-weight AI models, which lower token costs and improve margins.
  • The SEC's new Regulation Crypto Asset provides a legal framework for token issuance, boosting crypto market sentiment.
Ideas
Park Myung-seok Curator 49:28
Weak dollar drives gold, Bitcoin, and commodities.
Bitcoin's recent rebound is driven by the US Treasury's buyback plans, Trump's strategic reserve mentions, and the SEC's Regulation Crypto Asset, which provides a legal framework for token issuance.
BTC MED
Park Myung-seok Curator 49:28
Weak dollar drives gold, Bitcoin, and commodities.
Digital asset companies like MicroStrategy face heavy overhead resistance from previous buyers; it is better to wait until Bitcoin breaks the $100,000 resistance before buying them.
MSTR MED
Park Myung-seok Curator 49:28
Weak dollar drives gold, Bitcoin, and commodities.
The 'debasement trade' is gaining momentum due to a weakening dollar and distrust in the bond market, driving strength in gold, Bitcoin, and commodities like uranium and copper.
GLD CCJ AA LEU FCX DBC NEM MED
Kim Jang-yeol Reporter, The Bell 65:33
Strong token demand justifies Nvidia's AI financing.
Nvidia's fundamentals remain strong, and its role as a financier for AI infrastructure is a positive driver, supported by the structural 10-15x annual growth in AI token demand.
NVDA HIGH
Kim Jang-yeol Reporter, The Bell 79:29
Funds buy energy stocks for AI power.
Both hedge funds and mutual funds are buying energy and power-related stocks, such as Bloom Energy and transformer companies, to address the massive electricity needs of AI data centers.
BE Transformers NUCLEAR HIGH
Kim Jang-yeol Reporter, The Bell 80:04
US mutual funds are buying memory stocks.
US mutual funds have started accumulating memory semiconductor stocks like Micron and Western Digital over the past 1-2 weeks, signaling a shift towards memory in AI exposure.
MU WDC HIGH
Kim Jang-yeol Reporter, The Bell 80:04
US mutual funds are buying memory stocks.
Despite recent volatility and exchange rate headwinds, the memory price upcycle remains intact, and foreign investors are buying due to attractive valuations and shareholder return policies.
000660.KS HIGH
Kim Jang-yeol Reporter, The Bell 83:54
Marvell earnings validate custom ASIC market growth.
Marvell's earnings will provide crucial insights into the growth of custom ASICs for hyperscalers; strong results would validate the dual-axis growth of AI chips alongside Nvidia.
MRVL MED
Park Byeong-chang Director, MP Partners 131:34
Korean semi equipment stocks capture market rotation.
As the market rotates, Korean semiconductor equipment stocks have shown strong rebounds from the bottom, capturing liquidity and rising to top market cap positions in the KOSDAQ.
240810.KQ 403870.KQ 036930.KQ 222800.KQ HIGH
Ha Bo-no Guest 200:21
APR attempts breakout on strong export data.
APR is attempting to break its previous highs, supported by strong export data and positive analyst reports amid the global boom of K-beauty indie brands.
278470.KS MED
Kim No-ko Analyst 240:25
Q2 misses temporary; valuations offer 50% upside.
The recent Q2 earnings misses for Korean semiconductor equipment were due to temporary revenue delays and one-off bonuses; valuations remain very cheap with over 50% upside potential.
Korean semiconductor equipment HIGH
Kim No-ko Analyst 248:54
Memory upcycle and shareholder returns attract foreigners.
Despite recent volatility and exchange rate headwinds, the memory price upcycle remains intact, and foreign investors are buying due to attractive valuations and shareholder return policies.
005930.KS HIGH
Seo Young-jae Manager, NH Investment & Securities 266:54
Open-weight models boost hyperscaler profit margins.
Hyperscalers will benefit from the rise of open-weight AI models, which lower token costs and allow cloud providers to capture more profit margins instead of paying model developers.
GOOGL AMZN META MSFT HIGH
Seo Young-jae Manager, NH Investment & Securities 300:03
Agentic AI drives Cloudflare's security service demand.
The era of Agentic AI is causing an explosion in non-human bot traffic, driving strong demand for Cloudflare's security services and presenting new AI transaction monetization opportunities.
NET HIGH
Seo Young-jae Manager, NH Investment & Securities 304:11
Strong contract growth makes Palantir valuation attractive.
Palantir is showing strong revenue growth and a surge in new contracts, making its valuation multiple more attractive, although competition from other software firms is increasing.
PLTR MED
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3PRO TV (삼프로TV) · Aug 26

This 3PRO TV (삼프로TV) video, published August 26, 2026, features Park Myung-seok, Kim Jang-yeol, Park Byeong-chang, Ha Bo-no, Kim No-ko, Seo Young-jae discussing BTC, MSTR, GLD, CCJ, AA, LEU, FCX, DBC, NEM, NVDA, BE, Transformers, NUCLEAR, MU, WDC, 000660.KS, MRVL, 240810.KQ, 403870.KQ, 036930.KQ, 222800.KQ, 278470.KS, Korean semiconductor equipment, 005930.KS, GOOGL, AMZN, META, MSFT, NET, PLTR. 15 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Myung-seok, Kim Jang-yeol, Park Byeong-chang, Ha Bo-no, Kim No-ko, Seo Young-jae  · Tickers: BTC, MSTR, GLD, CCJ, AA, LEU, FCX, DBC, NEM, NVDA, BE, Transformers, NUCLEAR, MU, WDC, 000660.KS, MRVL, 240810.KQ, 403870.KQ, 036930.KQ, 222800.KQ, 278470.KS, Korean semiconductor equipment, 005930.KS, GOOGL, AMZN, META, MSFT, NET, PLTR