https://insightimes.com/articles/ai-%EB%B0%98%EB%8F%84%EC%B2%B4-%EC%8A%88%ED%8D%BC%EC%82%AC%EC%9D%B4%ED%81%B4-coreweave-%EC%B1%84%EA%B6%8C-16%EA%B0%80-%EB%9C%BB%ED%95%98%EB%8A%94-%EA%B2%83%EC%9D%80Insight Timesko2026-10-18T09:50:12.457ZAI 반도체 슈퍼사이클은 끝나지 않았다. 다만 돈의 가격이 바뀌었다 https://insightimes.com/articles/ai-%EC%A3%BC%EC%8B%9D-%EC%A1%B0%EC%A0%95-%EB%82%98%EC%8A%A4%EB%8B%A5-%EC%A3%BC%EA%B0%84-45-%ED%95%98%EB%9D%BD%EC%9D%80-%EB%B6%95%EA%B4%B4%EC%9D%B8%EA%B0%80-%EC%9E%AC%ED%8F%89%EA%B0%80%EC%9D%B8%EA%B0%80Insight Timesko2026-10-18T09:50:07.438ZAI는 성장하는데 AI 주식은 왜 떨어질까 https://insightimes.com/articles/%EB%82%98%EC%8A%A4%EB%8B%A5-214-soxx-414-%EC%BD%94%EC%96%B4%EC%9C%84%EB%B8%8C-%EB%B6%80%EC%B1%84-%EB%B6%88%EC%95%88%EC%9D%B4-ai-%EA%B3%B5%EA%B8%89%EB%A7%9D-%EC%A0%84%EC%B2%B4%EB%A1%9C-%EB%B2%88%EC%A7%84-%EA%B8%88%EC%9A%94%EC%9D%BCInsight Timesko2026-10-17T03:49:03.134Z나스닥 -2.14%, SOXX -4.14%… 코어위브 부채 불안이 AI 공급망 전체로 번진 금요일 https://insightimes.com/articles/%EC%BA%90%EC%8B%9C-%EC%9A%B0%EB%93%9C%EC%9D%98-%EC%83%88%EB%A1%9C%EC%9A%B4-%ED%99%A9%EA%B8%88%EA%B8%B0-ai-%ED%98%81%EB%AA%85%EC%9D%80-%EA%B3%A0%EA%B8%88%EB%A6%AC%EC%99%80-%EC%9D%B8%ED%94%8C%EB%A0%88%EC%9D%B4%EC%85%98%EC%9D%84-%EC%9D%B4%EA%B8%B8-%EC%88%98-%EC%9E%88%EC%9D%84%EA%B9%8CInsight Timesko2026-10-16T15:32:06.034Z캐시 우드의 새로운 황금기, AI 혁명은 고금리와 인플레이션을 이길 수 있을까 https://insightimes.com/articles/%EC%A4%91%EA%B5%AD-%EB%B0%98%EB%8F%84%EC%B2%B4%EC%9D%98-%EC%B6%94%EA%B2%A9-%EC%82%BC%EC%84%B1%EC%A0%84%EC%9E%90%EC%99%80-%EB%A7%88%EC%9D%B4%ED%81%AC%EB%A1%A0%EC%9D%98-%EC%8A%88%ED%8D%BC%EC%82%AC%EC%9D%B4%ED%81%B4%EC%9D%80-%EB%81%9D%EB%82%98%EB%8A%94%EA%B0%80Insight Timesko2026-10-16T12:57:32.225Z중국 반도체의 추격, SK하이닉스와 삼성전자의 슈퍼사이클은 어떻게 되나? https://insightimes.com/en/articles/why-are-ai-stocks-falling-as-nasdaq-drops-45-in-a-weekInsight Timesen2026-10-18T10:03:07.186ZAI Is Growing. Why Are AI Stocks Falling? https://insightimes.com/en/articles/coreweave-bonds-at-16-is-the-ai-chip-supercycle-endingInsight Timesen2026-10-18T10:02:42.533ZThe AI Chip Supercycle Isn't Over. The Price of Money Has Changed https://insightimes.com/en/articles/why-did-the-nasdaq-fall-214-and-soxx-414-on-coreweave-debt-fearsInsight Timesen2026-10-17T04:02:26.586ZNasdaq Falls 2.14%, SOXX Drops 4.14% as CoreWeave Debt Fears Spread Across the AI Supply Chain https://insightimes.com/en/articles/cathie-woods-ark-golden-age-thesis-can-ai-beat-375-400-ratesInsight Timesen2026-10-16T15:32:42.789ZCathie Wood's New Golden Age: Can the AI Boom Beat High Rates and Inflation? https://insightimes.com/en/articles/micron-sk-hynix-samsung-can-chinas-cxmt-end-the-memory-boomInsight Timesen2026-10-16T13:02:49.944ZChina's DRAM Push Tests the Memory Supercycle for SK hynix, Samsung and Micron