The Korean Stock Market Just Crashed Sunday Night. Will the Nasdaq Follow Tomorrow?

Impact · against what's priced in

The KOSPI crash and Broadcom's revenue guidance cut introduce systemic risk to the AI hardware supply chain, particularly for companies reliant on Korean memory. While NVIDIA's deal with SK Hynix provides a fundamental floor, the broader contagion risk and geopolitical instability create a bearish headwind for the Nasdaq 100 weightings.

EWY−0.80

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