NVIDIA Earnings Spark AI and Bitcoin Rally, How Far Can Korea’s Market Go?

NVIDIA earnings changed the tone again.

After yesterday's shock, the AI leaders were reemphasized and related names rallied overnight.

Retail investor asked, "The market is completely different from yesterday, who should we watch in Korea today?"

The short answer is AI, semiconductors, cryptocurrencies, and Apple premarket news.

Key overnight datapoints (captured: 2026-08-25 08:20 KST)

KOSPI: 6,696.96 (-3.12%) [2026-08-24 close]

KOSDAQ: 813.33 (+1.42%) [2026-08-24 close]

US sectors (TOP/BOTTOM): Healthcare +4.33%, Energy +2.79% / IT·Semiconductors -3.53%, Utilities -3.48%

NVIDIA earnings left a mixed picture, with AI hopes rising and some semiconductor concerns resurfacing.

Bitcoin spot ETF: an exchange traded fund that gives investors direct exposure to Bitcoin price.

Why NVIDIA earnings matter again?

NVIDIA results are being framed as a test of AI demand durability.

That has driven a post-earnings revaluation of AI-related stocks.

How much real money flowed into Bitcoin ETFs?

Weekly net inflows: $2.6 billion (Bitcoin + Ethereum combined) / Bitcoin weekly net inflow $1.9 billion

ETF inflows provide short-term buying demand into crypto assets.

What to watch in the Korean market?

Reconfirmation of momentum in semiconductor and AI names is key.

Apple premarket strength and the reaction of related component suppliers matters.

A divergence is forming, with KOSPI under large-cap pressure and KOSDAQ showing small-cap strength.

Overnight global flows could amplify sectoral splits in Korea.

Retail investor asked, "Does everything rise if it is AI?"

No, stocks with aligned earnings and valuations are stronger.

So, up or down

Downward pressure

• KOSPI: 6,696.96, yesterday -3.12% large-cap pressure

• US IT·Semiconductors: -3.53%, renewed tech risk

• Rates/macroeconomic uncertainty: Fed cut uncertainty persists, burden on risk assets

Holding up

• Post-NVIDIA AI revaluation hopes, AI demand confirmation aspect

• Bitcoin·Ether ETF weekly net inflows $2.6 billion, crypto demand resilience

• KOSDAQ and domestic materials and healthcare up in the +4% range, small-cap demand maintained

For reference only.

PickStock 💡

※ This article is for informational purposes and not investment advice.

※ Investment decisions and responsibility lie with the investor.

※ Figures are as of the time of writing and may change.