Ask what Korea is talking about.

The Nasdaq climbed over 1% on Wednesday after quarterly results from SpaceX and Super Micro Computer improved appetite for AI-linked stocks, while Netflix slipped on a weak forecast. In a related move, Elon Musk said a SpaceX-Tesla merger would be "a good idea" and that committees had been formed, sending SpaceX shares up 8%. Korean media also highlighted Nvidia adding Samsung Electro-Mechanics to its substrate supply chain with plans to expand capacity in South Korea, boosting local AI sentiment. Bloggers and café members largely echoed the positive AI outlook, focusing on the potential benefits for Korean chip and component makers, though some expressed caution about market volatility.