https://insightimes.com/articles/%EC%97%94%EB%B9%84%EB%94%94%EC%95%84-32-%ED%95%98%EB%9D%BD-%EC%84%A0%EA%B1%B0%EC%99%80-%EB%8D%B0%EC%9D%B4%ED%84%B0%EC%84%BC%ED%84%B0-%EA%B7%9C%EC%A0%9C-%ED%83%93%EC%9D%BC%EA%B9%8CInsight Timesko2026-11-05T12:34:15.622Z미국 중간선거에 반도체가 급락했다. AI 투자에 정말 문제가 생긴 걸까? https://insightimes.com/articles/%EC%98%A4%ED%94%88ai-%EB%A7%A4%EC%B6%9C-%EA%B3%BC%EB%B0%98%EC%9D%80-%EA%B8%B0%EC%97%85-%EA%B3%A0%EA%B0%9D-%EC%88%98%EC%9D%B5%EC%9D%80-%EB%88%84%EA%B5%AC%EC%97%90%EA%B2%8C-%EB%82%A8%EB%82%98Insight Timesko2026-11-05T08:38:34.080Z챗GPT는 개인이 키웠는데, 오픈AI 매출의 절반 이상은 기업에서 나온다 https://insightimes.com/articles/%EC%95%A0%ED%94%8C-ai-%ED%95%9C%EB%8F%84-%ED%95%98%EB%A3%A8-200%EB%8B%AC%EB%9F%AC%EB%A1%9C-%EC%A4%84%EC%9D%B8-%EC%9D%B4%EC%9C%A0-%EB%AC%B4%EC%97%87%EC%9D%84-%EB%9C%BB%ED%95%98%EB%82%98Insight Timesko2026-11-05T01:51:01.735Z애플은 왜 AI 예산을 300달러에서 200달러로 줄였을까? https://insightimes.com/articles/%EB%A6%AC%ED%85%8C%EC%9D%BC-%EB%AF%B8%EB%94%94%EC%96%B4-744%EC%96%B5-%EB%8B%AC%EB%9F%AC-ai-%EC%87%BC%ED%95%91%EC%9D%B4-%EA%B4%91%EA%B3%A0%EB%A5%BC-%EC%96%B4%EB%96%BB%EA%B2%8C-%EB%B0%94%EA%BE%B8%EB%82%98Insight Timesko2026-11-05T01:50:47.904Z아마존은 막고 월마트는 열었다. AI 쇼핑이 바꾸는 744억 달러 광고시장 https://insightimes.com/articles/%EB%8B%A4%EC%9A%B0-3-%EA%B8%89%EB%93%B1%ED%96%88%EB%8A%94%EB%8D%B0-%EB%B0%98%EB%8F%84%EC%B2%B4%EB%8A%94-%ED%8F%AD%EB%9D%BD%ED%96%88%EB%8B%A4Insight Timesko2026-11-04T23:20:26.005Z다우 3% 급등했는데 반도체는 폭락했다. 미국 증시가 AI 기업을 다시 평가하기 시작했다 https://insightimes.com/articles/%ED%85%8C%EC%8A%AC%EB%9D%BC-fsd-%EA%B5%AC%EB%8F%85-1000%EB%A7%8C-%EB%AA%85%EC%9D%B4%EB%A9%B4-%EC%98%81%EC%97%85%EC%9D%B4%EC%9D%B5-99%EC%96%B5-%EB%8B%AC%EB%9F%AC%EC%9D%BC%EA%B9%8CInsight Timesko2026-11-04T16:42:08.261Z삼성증권이 계산한 테슬라의 미래는 놀랍다. 여기에 스페이스X까지 합쳐진다면? https://insightimes.com/articles/%ED%85%8C%EC%8A%AC%EB%9D%BC-%EC%A3%BC%EA%B0%80-4-%ED%95%98%EB%9D%BD-%EB%AF%BC%EC%A3%BC%EB%8B%B9-%EC%9D%98%ED%9A%8C-%EC%9E%A5%EC%95%85%EC%97%90-%EC%9E%A5%EA%B8%B0%ED%88%AC%EC%9E%90-%EC%A0%91%EC%96%B4%EC%95%BC-%ED%95%98%EB%82%98Insight Timesko2026-11-04T11:53:15.668Z민주당이 이겼다고 테슬라의 미래까지 진 것은 아니다 https://insightimes.com/articles/%ED%87%B4%EA%B7%BC%ED%95%B4%EB%8F%84-%EC%9D%BC%ED%95%98%EB%8A%94-ai%EA%B0%80-%EB%93%B1%EC%9E%A5%ED%96%88%EB%8B%A4Insight Timesko2026-11-04T08:43:29.993Z퇴근해도 일하는 AI가 등장했다. 스노우플레이크가 바꾸려는 직장인의 아침 https://insightimes.com/articles/%EB%B0%94%EC%9D%B4%EB%91%90-apollo-world-%ED%95%98%EB%A3%A8-10%EB%A7%8C-km-%ED%85%8C%EC%8A%AC%EB%9D%BC%EC%9B%A8%EC%9D%B4%EB%AA%A8%EC%99%80-%EB%AD%90%EA%B0%80-%EB%8B%A4%EB%A5%B8%EA%B0%80Insight Timesko2026-11-04T01:46:17.826Z바이두는 하루 10만 km를 가상으로 달린다. 테슬라와 웨이모의 경쟁은 어떻게 달라질까? https://insightimes.com/articles/%ED%86%B0%EC%8A%A8%EB%A1%9C%EC%9D%B4%ED%84%B0-3%EB%B6%84%EA%B8%B0-%EB%A7%A4%EC%B6%9C-10-%EB%8A%98%EC%97%88%EB%8A%94%EB%8D%B0-%EC%A3%BC%EA%B0%80%EB%8A%94-%EC%99%9C-%EB%82%B4%EB%A0%B8%EB%82%98Insight Timesko2026-11-04T01:45:55.222ZAI로 매출 10% 늘었는데 주가는 하락, 톰슨로이터가 보여준 소프트웨어 투자의 함정 https://insightimes.com/articles/amd-%EC%9E%89%EC%97%AC%ED%98%84%EA%B8%88%ED%9D%90%EB%A6%84-64-%EA%B0%90%EC%86%8C-%EB%8D%B0%EC%9D%B4%ED%84%B0%EC%84%BC%ED%84%B0-%EB%A7%A4%EC%B6%9C-97-%EB%8A%98%EC%97%88%EB%8A%94%EB%8D%B0-%EC%99%9CInsight Timesko2026-11-03T22:19:52.500ZAMD 데이터센터 매출 97% 폭증, 그런데 현금흐름은 왜 64% 줄었을까? https://insightimes.com/en/articles/why-did-nvidia-fall-32-after-the-midterms-ai-data-center-riskInsight Timesen2026-11-05T12:47:56.428ZChip Stocks Slide After Midterms. Is AI Spending Really in Trouble? https://insightimes.com/en/articles/why-did-apple-cut-its-daily-ai-budget-from-$300-to-$200Insight Timesen2026-11-05T02:01:59.064ZWhy Did Apple Cut Its Daily AI Budget From $300 to $200? https://insightimes.com/en/articles/snowflake-snow-always-on-ai-coworker-what-do-coco-and-cowork-mean-for-investorsInsight Timesen2026-11-04T15:03:20.101ZSnowflake's AI Coworker Works Overnight. The Bigger Shift Is in How Companies Pay for It https://insightimes.com/en/articles/why-did-tesla-fall-4-premarket-after-the-midterms-and-does-it-matterInsight Timesen2026-11-04T15:02:55.193ZDemocrats Won Congress. That Doesn't Settle Tesla's Future https://insightimes.com/en/articles/why-did-thomson-reuters-tri-stock-fall-despite-10-ai-revenue-growthInsight Timesen2026-11-04T01:48:09.795ZThomson Reuters Grew 10% on AI, but the Stock Fell. Here Is the Trap https://insightimes.com/en/articles/baidu-apollo-world-100000-km-a-day-and-what-it-means-for-tesla-and-waymoInsight Timesen2026-11-04T01:47:44.836ZBaidu Can Simulate 100,000 km a Day. What Does That Mean for Tesla and Waymo? https://insightimes.com/en/articles/amd-q3-data-center-revenue-up-97-so-why-is-fcf-down-64Insight Timesen2026-11-03T22:32:42.415ZAMD's Data Center Revenue Jumped 97%. Why Did Free Cash Flow Fall 64%?