A 20-minute trading halt in Seoul, Apple down 6% in New York, and a wobble under the AI trade that has carried Asian markets all year.

Record results from Micron, built on a $100 billion order backlog, eased fears over the AI rally and sent Asian equities sharply higher on Thursday.

South Korea's market tripped a circuit breaker, Nasdaq futures slid about 3%, and the AI trade that powered a year of gains went into sharp reverse. Here is what actually moved, and what it touches.