https://insightimes.com/articles/%EB%AA%A8%EB%8D%B8%EC%9D%80-%EB%AF%BF%EB%90%98-%EC%A0%88%EB%8C%80-%EC%8B%A0%EB%A2%B0%ED%95%98%EC%A7%80-%EB%A7%88%EB%9D%BC-%EC%82%AC%ED%8B%B0%EC%95%84-%EB%82%98%EB%8D%B8%EB%9D%BC%EA%B0%80-%EC%A0%9C%EC%8B%9C%ED%95%9C-%EC%8A%88%ED%8D%BC-%EC%9D%B8%ED%85%94%EB%A6%AC%EC%A0%84%EC%8A%A4-%EC%8B%9C%EB%8C%80%EC%9D%98-%EC%83%88%EB%A1%9C%EC%9A%B4-%EC%9B%90%EC%B9%99Insight Timesko2026-10-10T16:14:28.490Z“모델은 믿되, 절대 신뢰하지 마라” - 사티아 나델라가 제시한 슈퍼 인텔리전스 시대의 새로운 원칙 https://insightimes.com/articles/%ED%85%8C%EC%8A%AC%EB%9D%BC%EA%B0%80-%EC%9C%A0%EB%9F%BD%EC%97%90%EC%84%9C-fsd%EB%9D%BC%EB%8A%94-%EC%9D%B4%EB%A6%84%EC%9D%84-%EB%B2%84%EB%A6%B0-%EC%9D%B4%EC%9C%A0Insight Timesko2026-10-10T15:44:01.805Z테슬라가 유럽에서 FSD라는 이름을 버린 이유, 진짜 승부는 규제 승인 이후에 있다 https://insightimes.com/articles/%EB%A8%B8%EC%8A%A4%ED%81%AC%EA%B0%80-%EB%AF%B8%EA%B5%AD-%EC%9D%B4%EB%8F%99%ED%86%B5%EC%8B%A0-3%EC%82%AC%EC%97%90-%EB%8F%84%EC%A0%84%ED%95%9C%EB%8B%A4-%EC%8A%A4%ED%83%80%EB%A7%81%ED%81%AC%EC%9D%98-%EB%8B%A4%EC%9D%8C-%EC%8B%9C%EC%9E%A5%EC%9D%80-%EC%8A%A4%EB%A7%88%ED%8A%B8%ED%8F%B0%EC%9D%B4%EB%8B%A4Insight Timesko2026-10-10T15:29:27.456Z머스크가 미국 이동통신 3사에 도전한다, 스타링크의 다음 시장은 스마트폰이다 https://insightimes.com/articles/ai-%EC%8B%9C%EB%8C%80%EC%97%90-cpu%EA%B0%80-%EB%8B%A4%EC%8B%9C-%EC%A4%91%EC%9A%94%ED%95%B4%EC%A1%8C%EB%8B%A4-%EC%97%94%EB%B9%84%EB%94%94%EC%95%84%EB%8F%84-%EB%9B%B0%EC%96%B4%EB%93%A0-%EC%83%88%EB%A1%9C%EC%9A%B4-%EB%B0%98%EB%8F%84%EC%B2%B4-%EA%B2%BD%EC%9F%81Insight Timesko2026-10-10T15:29:17.102ZAI 시대에 CPU가 다시 중요해졌다, 엔비디아도 뛰어든 새로운 반도체 경쟁 https://insightimes.com/articles/%EB%AF%B8%EA%B5%AD-%EC%A6%9D%EC%8B%9C-%EA%B0%95%EC%84%B8%EC%9E%A5%EC%9D%80-2027%EB%85%84%EC%97%90%EB%8F%84-%EA%B3%84%EC%86%8D%EB%90%A0%EA%B9%8C-%EC%9D%B4%EC%A0%9C-ai%EB%B3%B4%EB%8B%A4-%EC%A4%91%EC%9A%94%ED%95%9C-%EA%B2%83%EC%9D%80-%EC%8B%A4%EC%A0%81%EC%9D%B4%EB%8B%A4Insight Timesko2026-10-10T15:06:58.531Z미국 증시 강세장은 2027년에도 계속될까? 이제 AI보다 중요한 것은 실적이다 https://insightimes.com/articles/%ED%8A%B8%EB%9F%BC%ED%94%84%EA%B0%80-%ED%91%B8%ED%8B%B4%EC%97%90%EA%B2%8C-%EC%86%90-%EB%82%B4%EB%AF%BC-%EC%9D%B4%EC%9C%A0Insight Timesko2026-10-10T15:06:48.805Z트럼프가 푸틴에게 손 내민 이유, 러시아산 경유 480만 톤은 미국 물가를 낮출 수 있을까 https://insightimes.com/articles/ai-%EA%B4%91%ED%86%B5%EC%8B%A0-%EB%B6%80%ED%92%88-2029%EB%85%84%EA%B9%8C%EC%A7%80-%EB%A7%A4%EC%A7%84-%EC%97%94%EB%B9%84%EB%94%94%EC%95%84%EA%B0%80-%EB%A3%A8%EB%A9%98%ED%85%80%EC%97%90-20%EC%96%B5%EB%8B%AC%EB%9F%AC%EB%A5%BC-%ED%88%AC%EC%9E%90%ED%95%9C-%EC%9D%B4%EC%9C%A0Insight Timesko2026-10-10T07:15:40.904Z엔비디아가 20억달러를 투자한 광통신, 다음 병목은 맞지만 주가는 이미 달렸다 https://insightimes.com/articles/%EA%B0%95%EC%84%B8%EC%9E%A5-5%EB%85%84-%EC%B0%A8-%EB%AF%B8%EA%B5%AD-%EC%A6%9D%EC%8B%9C%EB%8A%94-%EC%99%9C-%EC%95%84%EC%A7%81-%EB%B9%84%EC%8B%B8%EC%A7%80-%EC%95%8A%EC%9D%80%EA%B0%80Insight Timesko2026-10-10T07:15:34.534Z강세장 5년 차, 미국 증시는 왜 아직 비싸지 않은가 - AI 반도체와 전력이 결정할 다음 상승의 조건 https://insightimes.com/articles/ai-%EC%9D%BC%EC%9E%90%EB%A6%AC-%EC%98%81%ED%96%A5-22~25%EC%84%B8-%EA%B3%A0%EC%9A%A9-11-%EC%A4%84%EC%97%88%EB%8B%A4%EB%8A%94%EB%8D%B0-%EB%AC%B4%EC%8A%A8-%EB%9C%BB%EC%9D%B8%EA%B0%80Insight Timesko2026-10-10T04:29:59.651ZAI가 일자리를 없애나, 늘리나 - 진짜 문제는 ‘첫 일자리’가 사라지는 속도다 https://insightimes.com/articles/%ED%95%84%EB%9D%BC%EB%8D%B8%ED%94%BC%EC%95%84-%EB%B0%98%EB%8F%84%EC%B2%B4-041-%ED%95%98%EB%9D%BD-sp-500-%EB%B0%98%EB%93%B1%EC%9E%A5%EC%97%90%EC%84%9C-%EC%99%9C-%EB%92%A4%EC%B2%98%EC%A1%8C%EB%82%98Insight Timesko2026-10-10T01:26:16.913ZS&P 500은 고점으로 돌아왔는데, 반도체는 왜 멈췄나 https://insightimes.com/articles/2027%EB%85%84-ai-%EB%B2%84%EB%B8%94-%EB%B6%95%EA%B4%B4%EB%A1%A0-%EB%8B%AC%EB%A0%A5%EB%B3%B4%EB%8B%A4-%ED%98%84%EA%B8%88%ED%9D%90%EB%A6%84%EC%9D%84-%EB%B3%B4%EB%9D%BCInsight Timesko2026-10-09T13:31:04.120Z2027년 AI 버블 붕괴론, 달력보다 현금흐름을 보라 https://insightimes.com/articles/10%EC%9B%94-8%EC%9D%BC-%EB%AF%B8%EA%B5%AD-%EC%A6%9D%EC%8B%9CInsight Timesko2026-10-09T03:15:50.231Z10월 8일 미국 증시, 금리는 내렸는데 반도체는 무너졌다. 문제는 OpenAI의 매출보다 AI 인프라의 투자금 회수였다 https://insightimes.com/articles/%ED%85%8C%EC%8A%AC%EB%9D%BC-fsd-%EC%A4%91%EA%B5%AD%EC%82%B0-18%EB%A7%8C-%EB%8C%80%EB%8A%94-%EC%96%B8%EC%A0%9C-%ED%92%80%EB%A6%B4%EA%B9%8C-%EA%B5%AD%EA%B0%90%EC%97%90%EC%84%9C-%EB%93%9C%EB%9F%AC%EB%82%9C-%EC%A7%84%EC%A7%9C-%EA%B1%B8%EB%A6%BC%EB%8F%8CInsight Timesko2026-10-09T03:01:51.506Z테슬라 FSD, 중국산 18만 대는 언제 풀릴까? 국감에서 드러난 진짜 걸림돌 https://insightimes.com/en/articles/microsoft-mxc-and-nadellas-ai-safety-rule-why-limit-agent-permissionsInsight Timesen2026-10-10T16:18:13.966ZTrust the Model, Never Fully: Nadella's Rule for the Superintelligence Era https://insightimes.com/en/articles/nvidia-vera-cpu-and-nuvacore-why-do-ai-agents-need-cpusInsight Timesen2026-10-10T15:33:56.482ZAs AI Agents Rise, the CPU Matters Again, and Nvidia Is Joining the Race https://insightimes.com/en/articles/spacex-800mhz-deal-why-did-t-mobile-att-verizon-fall-8-13Insight Timesen2026-10-10T15:33:25.067ZMusk Takes Aim at the Big Three Wireless Carriers: Starlink's Next Market Is the Smartphone https://insightimes.com/en/articles/russian-diesel-deal-can-48m-tons-lower-us-diesel-pricesInsight Timesen2026-10-10T15:18:47.902ZCan 4.8 Million Tons of Russian Diesel Cool US Prices? The Numbers Say Not Yet https://insightimes.com/en/articles/will-the-sp-500-bull-market-last-into-2027-with-a-524-10-year-yieldInsight Timesen2026-10-10T15:18:16.314ZWill the Bull Market Last Into 2027? Earnings Now Matter More Than AI https://insightimes.com/en/articles/lumentum-lite-at-$1103-is-optical-networking-priced-inInsight Timesen2026-10-10T07:33:33.911ZNvidia Put $2 Billion Into Lumentum. Optics May Be the Next Bottleneck, but the Stock Has Already Run https://insightimes.com/en/articles/is-the-sp-500-expensive-forward-p-e-fell-to-19-as-ai-chip-earnings-carry-forecasInsight Timesen2026-10-10T07:18:17.809ZYear Five of the Bull Market: Why U.S. Stocks Aren't Expensive Yet, and What AI Chips and Power Must Deliver https://insightimes.com/en/articles/is-ai-cutting-entry-level-jobs-19-gap-for-workers-aged-22-25Insight Timesen2026-10-10T04:33:30.577ZWill AI Kill Jobs or Create Them? The Real Risk Is the Vanishing First Job https://insightimes.com/en/articles/why-did-chip-stocks-fall-as-the-sp-500-rose-059-on-oct-9Insight Timesen2026-10-10T01:33:29.489ZS&P 500 Rebounds, but Chip Stocks Stall: Valuation, Not Demand, Likely the Culprit https://insightimes.com/en/articles/why-did-the-nasdaq-fall-125-on-oct-8-as-chips-dropped-339Insight Timesen2026-10-09T03:19:06.474ZRates Fell, Chips Cracked: Wall Street Worries About AI Payback, Not OpenAI Revenue