韩国将召开紧急会议讨论市场形势，此前韩股连续两日触发熔断-36氪

CNBC Daily Open: Chipping away at the AI boom

Samsung, SK Hynix tumble 10% as Kospi drops 45% from June highs; Nvidia falls 5% following OpenAI $250B infrastructure backstop rumors. Market repricing AI capex; expect chip and cloud consolidation as managers revise infrastructure investment returns.