[26.05.18 Morning Broadcast Full View] Tech Stock Rally Halted by Interest Rate and Oil Price Concerns! New York Stock Market 3 Major Indices Decline

Summary

The May 18 morning broadcast reviews the global market sell-off driven by rising interest rates, oil prices, and geopolitical tensions. Key speakers recommend buying leading semiconductor and auto stocks on dips, highlight defense sector opportunities, and note a rotation into software. A crypto segment discusses Bitcoin's decline and stablecoin regulation.

• U.S. markets fell as 10-year yield approached 4.6% and oil neared $105.
• Samsung Electronics and SK Hynix rebounded sharply on positive labor negotiation news.
• Park Byung-chang advises cutting weak positions and adding to leaders like Samsung, SK Hynix, Hyundai Motor.
• Lee Ji-eun highlights defense stocks Hanwha Aerospace and LIG Nex1 as attractive after pullbacks.
• Park Myung-suk notes a rotation from AI hardware into software (IGV ETF).
• Speakers expect Nvidia earnings to be a key catalyst this week.
• Crypto segment attributes Bitcoin drop to rising bond yields and uncertainty over Strategy's debt moves.
• The video includes detailed discussion on U.S.-Iran tensions and the impact on oil prices.