The benchmark KOSPI climbed 2.48% to around 4,026 on Thursday, rebounding sharply from recent losses following the release of Nvidia’s latest quarterly results. Investor sentiment was lifted after the US chipmaker reported $57 billion in quarterly revenue, significantly exceeding expectations and reinforcing confidence in the resilience of the AI investment cycle. Broad-based gains supported the index, led by technology and energy stocks, with Samsung Electronics (4.04%), SK Hynix (4%), LG Energy Solution (2.29%), and Doosan Enerbility (5.91%) posting notable advances. Market optimism was further supported by reports that the Trump administration may delay planned semiconductor tariffs, easing near-term uncertainty for the global chip sector. While the White House and Commerce Department said its stance had not officially changed, the potential reprieve, along with a Seoul–Washington agreement ensuring fair tariff terms for Korean chips, helped maintain positive investor sentiment.