Ask what Korea is talking about.

U.S. tech stocks rallied Wednesday, with the Nasdaq climbing over 1%, after quarterly results from SpaceX and Super Micro Computer improved sentiment toward AI-linked equities, though Netflix slipped on a soft forecast. In Seoul, Korean shares opened lower Thursday as investors weighed persistent concerns over the profitability of AI infrastructure investments, following the previous session's sharp gains. Korean media framed the U.S. move as a partial relief for AI sentiment, but local markets remained cautious, with attention also on Samsung Biologics' 21.2% year-on-year drop in third-quarter net profit and regulatory debates over a potential Solidigm Nasdaq listing.