https://insightimes.com/articles/%EB%82%98%EC%8A%A4%EB%8B%A5-%EC%84%A0%EB%AC%BC-236-%ED%95%98%EB%9D%BD-ai-%ED%88%AC%EC%9E%90-%EA%B3%B5%ED%8F%AC%EC%97%90-%ED%8C%94%EC%95%84%EC%95%BC-%ED%95%A0%EA%B9%8CInsight Timesko2026-10-30T10:29:58.799Z나스닥 선물 -2.36%, AI 투자 공포는 또 시작됐다. 이번에도 겁먹고 팔아야 할까? https://insightimes.com/articles/%EC%83%8C%EB%94%94%EC%8A%A4%ED%81%AC-%EB%A7%A4%EC%B6%9C%EC%B4%9D%EC%9D%B4%EC%9D%B5%EB%A5%A0-85-ai-%EC%A0%80%EC%9E%A5%EC%9E%A5%EC%B9%98-%ED%98%B8%ED%99%A9%EC%9D%80-%EC%96%BC%EB%A7%88%EB%82%98-%EA%B0%88%EA%B9%8CInsight Timesko2026-10-30T03:56:43.172Z샌디스크의 호실적이 던진 질문: AI의 돈은 연산 다음 어디에 쌓이는가 https://insightimes.com/articles/ai-%EC%97%90%EC%9D%B4%EC%A0%84%ED%8A%B8%EA%B0%80-saas%EB%A5%BC-%EB%8C%80%EC%B2%B4%ED%95%A0%EA%B9%8C-%EC%84%9C%EB%B9%84%EC%8A%A4%EB%82%98%EC%9A%B0-%EC%8B%A4%EC%A0%81-serval-%EA%B8%B0%EC%97%85%EA%B0%80%EC%B9%98-30%EC%96%B5%EB%8B%AC%EB%9F%AC%EC%99%80-%EC%86%8C%ED%94%84%ED%8A%B8%EC%9B%A8%EC%96%B4-%ED%88%AC%EC%9E%90-%EC%A0%84%EB%A7%9DInsight Timesko2026-10-30T03:50:30.793Z매출 20% 성장에도 주가 급락, AI 에이전트가 SaaS를 대체할까? https://insightimes.com/articles/%EC%8A%A4%ED%8E%98%EC%9D%B4%EC%8A%A4x-%EB%A7%A4%EC%B6%9C-3%EB%B6%84%EC%9D%98-1%EC%9D%B4-%EC%95%A4%ED%8A%B8%EB%A1%9C%ED%94%BD-ai-%ED%9D%91%EC%9E%90%EB%B3%B4%EB%8B%A4-%EB%A8%BC%EC%A0%80-%EB%B4%90%EC%95%BC-%ED%95%A0-%EA%B3%A0%EA%B0%9D-%EC%A7%91%EC%A4%91-%EB%A6%AC%EC%8A%A4%ED%81%ACInsight Timesko2026-10-30T02:54:23.803Z스페이스X 매출 3분의 1이 앤트로픽… ‘AI 흑자’보다 먼저 봐야 할 고객 집중 리스크 https://insightimes.com/articles/%EC%95%84%EB%A7%88%EC%A1%B4-fcf-424%EC%96%B5-%EB%8B%AC%EB%9F%AC-%EC%A0%81%EC%9E%90-aws-39-%EC%84%B1%EC%9E%A5%EC%97%90%EB%8F%84-%EC%A3%BC%EA%B0%80%EA%B0%80-%EB%B9%A0%EC%A7%84-%EC%9D%B4%EC%9C%A0Insight Timesko2026-10-29T23:37:38.077Z아마존은 AI 사업이 잘되는데 왜 주가가 폭락했을까? https://insightimes.com/articles/%EC%95%8C%ED%8C%8C%EB%B2%B3-1229-%EA%B8%89%EB%9D%BD-%ED%81%B4%EB%9D%BC%EC%9A%B0%EB%93%9C-103-%EC%84%B1%EC%9E%A5%ED%96%88%EB%8A%94%EB%8D%B0-%EC%99%9C-%ED%8C%94%EB%A0%B8%EB%82%98Insight Timesko2026-10-29T23:37:26.259Z알파벳 -12.29%, 나스닥 -1.38%… 러셀2000은 왜 홀로 상승했나? https://insightimes.com/articles/%EC%95%8C%ED%8C%8C%EB%B2%B3-%EC%A3%BC%EA%B0%80-126-%ED%95%98%EB%9D%BD-3%EB%B6%84%EA%B8%B0-%EC%8B%A4%EC%A0%81%EC%97%90%EC%84%9C-%EB%AC%B4%EC%97%87%EC%9D%B4-%EB%AC%B8%EC%A0%9C%EC%98%80%EB%82%98Insight Timesko2026-10-29T23:17:20.376Z알파벳 12.6% 폭락, 검색 광고는 흔들리고 AI 클라우드는 두 배 성장했다 https://insightimes.com/articles/%EB%8D%B0%EC%9D%B4%ED%84%B0%EC%84%BC%ED%84%B0-%EC%A0%84%EB%A0%A5-950twh-%EC%A0%84%EB%A7%9D-%EC%88%98%ED%98%9C-%EA%B8%B0%EC%97%85%EC%9D%80-%ED%85%8C%EC%8A%AC%EB%9D%BC%EB%BF%90%EC%9D%BC%EA%B9%8CInsight Timesko2026-10-29T13:20:59.650Z테슬라만 보고 있다면, AI 시대의 절반을 놓치고 있을지 모른다 https://insightimes.com/articles/%EC%82%BC%EC%84%B1%EC%A0%84%EC%9E%90-2026%EB%85%84-3%EB%B6%84%EA%B8%B0-%EC%98%81%EC%97%85%EC%9D%B4%EC%9D%B5-1074%EC%A1%B0%EC%9B%90-%EB%B0%98%EB%8F%84%EC%B2%B4-%EC%9D%B4%EC%9D%B5-%EC%A7%91%EC%A4%91%EA%B3%BC-%EC%95%A0%ED%94%8C%EC%97%94%EB%B9%84%EB%94%94%EC%95%84-%ED%88%AC%EC%9E%90-%EC%98%81%ED%96%A5Insight Timesko2026-10-29T08:53:33.525Z삼성전자는 반도체로 106조원을 벌고, 스마트폰은 적자였다. 왜? https://insightimes.com/articles/st%EB%A7%88%EC%9D%B4%ED%81%AC%EB%A1%9C-2026%EB%85%84-3%EB%B6%84%EA%B8%B0-%EC%8B%A4%EC%A0%81-%EB%B6%84%EC%84%9D-%EA%B4%91%ED%86%B5%EC%8B%A0-%EB%A7%A4%EC%B6%9C-46-%EC%84%B1%EC%9E%A5%EA%B3%BC-ai-%EB%8D%B0%EC%9D%B4%ED%84%B0%EC%84%BC%ED%84%B0-%EA%B4%91%EC%97%B0%EA%B2%B0-%ED%88%AC%EC%9E%90-%EA%B8%B0%ED%9A%8CInsight Timesko2026-10-29T08:53:23.822ZAI 반도체의 다음 기회는 GPU 밖에 있다? 광통신 매출 46% 증가가 말해주는 것 https://insightimes.com/articles/%EB%B2%84%ED%8B%B0%EB%B8%8C-%EC%A3%BC%EB%AC%B8-100-%EC%A6%9D%EA%B0%80-ai-%EB%8D%B0%EC%9D%B4%ED%84%B0%EC%84%BC%ED%84%B0-%EC%A0%84%EB%A0%A5%EB%83%89%EA%B0%81-%EC%88%98%EC%9A%94-%EB%9C%BB%EC%9D%80Insight Timesko2026-10-29T01:59:43.441Z버티브 주문 100% 급증, AI 투자의 다음 병목은 전력과 냉각인가? https://insightimes.com/articles/%EC%98%A4%EB%9D%BC%ED%81%B4-2026-%ED%88%AC%EC%9E%90%EC%9E%90%EC%9D%98-%EB%82%A0-%EB%B6%84%EC%84%9D-2028%EB%85%84-fcf-%ED%9D%91%EC%9E%90-%EC%A0%84%ED%99%98%EA%B3%BC-2029%EB%85%84-300%EC%96%B5%EB%8B%AC%EB%9F%AC-%EB%AA%A9%ED%91%9C-ai-%EB%8D%B0%EC%9D%B4%ED%84%B0%EC%84%BC%ED%84%B0-%ED%88%AC%EC%9E%90-%ED%9A%8C%EC%88%98-%EC%A0%84%EB%A7%9DInsight Timesko2026-10-29T01:59:28.800Z오라클, AI에 쏟아부은 돈은 언제 돌아올까? 2029년 현금흐름 300억달러 목표 https://insightimes.com/articles/%EC%98%A4%EB%9D%BC%ED%81%B4-1073-%EA%B8%89%EB%93%B1-%EA%B5%AC%EA%B8%80-9-%EA%B8%89%EB%9D%BD-ai-%EC%A3%BC%EA%B0%80%EB%8A%94-%EC%99%9C-%EA%B0%88%EB%A0%B8%EB%82%98Insight Timesko2026-10-28T23:18:58.022Z미국 증시는 올랐지만, AI 주식의 승패는 갈렸다 https://insightimes.com/articles/%EC%95%8C%ED%8C%8C%EB%B2%B3-%EC%A3%BC%EA%B0%80-10-%EA%B8%89%EB%9D%BD-%ED%81%B4%EB%9D%BC%EC%9A%B0%EB%93%9C-103-%EC%84%B1%EC%9E%A5%EC%97%90%EB%8F%84-%EC%99%9C-%ED%8C%94%EC%95%98%EB%82%98Insight Timesko2026-10-28T23:04:43.072Z구글 클라우드 103% 성장에도 주가 10% 급락, 월가는 무엇을 걱정하나? https://insightimes.com/articles/%EB%A7%88%EC%9D%B4%ED%81%AC%EB%A1%9C%EC%86%8C%ED%94%84%ED%8A%B8-azure-48-%EC%84%B1%EC%9E%A5-%EC%84%A4%EB%B9%84%ED%88%AC%EC%9E%90%EC%99%80-%EC%9E%89%EC%97%AC%ED%98%84%EA%B8%88%ED%9D%90%EB%A6%84%EC%9D%80-%EC%96%B4%EB%96%BB%EA%B2%8C-%EB%90%90%EB%82%98Insight Timesko2026-10-28T23:01:42.972Z마이크로소프트 Azure 48% 성장, 그런데 AI 투자비는 더 늘어난다 https://insightimes.com/articles/%EC%97%B0%EC%A4%80-%EA%B8%88%EB%A6%AC-%EB%8F%99%EA%B2%B0-375~400-%EC%B6%94%EA%B0%80-%EC%9D%B8%EC%83%81-%EA%B0%80%EB%8A%A5%EC%84%B1%EC%9D%80-%EC%99%9C-%EB%82%A8%EC%95%98%EB%82%98Insight Timesko2026-10-28T23:01:36.129Z미국 연준은 왜 금리를 동결하면서도 추가 인상 가능성을 열어뒀을까? https://insightimes.com/en/articles/nasdaq-futures-down-236-is-the-ai-capex-scare-different-this-timeInsight Timesen2026-10-30T10:31:59.032ZNasdaq Futures Drop 2.36% as AI Spending Fear Returns. Should Long-Term Investors Sell? https://insightimes.com/en/articles/why-did-servicenow-stock-fall-despite-205-revenue-growth-ai-agents-vs-saasInsight Timesen2026-10-30T04:02:52.507ZServiceNow Grew Revenue 20% and the Stock Still Fell. Will AI Agents Replace SaaS? https://insightimes.com/en/articles/sandisk-earnings-what-does-an-851-gross-margin-mean-for-ai-storageInsight Timesen2026-10-30T04:02:31.734ZSandisk's Blowout Quarter Asks Where AI Money Lands After Compute https://insightimes.com/en/articles/spacex-spcx-ai-profit-why-is-345-of-revenue-tied-to-one-customerInsight Timesen2026-10-30T03:01:37.402ZA third of SpaceX's revenue may come from Anthropic. Look at that before the AI profit https://insightimes.com/en/articles/why-did-alphabet-fall-1229-while-the-russell-2000-rose-101Insight Timesen2026-10-29T23:49:13.896ZAlphabet Falls 12.29%, Nasdaq Slips 1.38%, and the Russell 2000 Rises Alone https://insightimes.com/en/articles/why-did-amazon-stock-fall-after-q3-2026-earnings-despite-39-aws-growthInsight Timesen2026-10-29T23:48:51.175ZAmazon's AI Business Is Booming. Why Did the Stock Slide? https://insightimes.com/en/articles/why-did-alphabet-stock-fall-126-after-q3-despite-103-cloud-growthInsight Timesen2026-10-29T23:17:42.842ZAlphabet Falls 12.6% as Search Slows and Cloud Doubles https://insightimes.com/en/articles/tesla-energy-and-ai-power-stocks-why-does-950-twh-matterInsight Timesen2026-10-29T13:32:37.010ZIf You Only Watch Tesla, You May Be Missing Half the AI Story https://insightimes.com/en/articles/stmicroelectronics-optical-sales-up-462-is-it-ai-demandInsight Timesen2026-10-29T09:02:33.434ZAI Chips' Next Opening May Lie Beyond the GPU: What a 46% Jump in Optical Sales Says https://insightimes.com/en/articles/why-did-samsung-post-1074-trillion-won-profit-while-phones-lost-moneyInsight Timesen2026-10-29T09:02:14.991ZSamsung Made 106 Trillion Won in Chips While Its Phone Unit Lost Money. Why? https://insightimes.com/en/articles/oracle-fcf-target-when-does-$30b-in-free-cash-flow-arriveInsight Timesen2026-10-29T02:02:45.352ZOracle Sets a Date for AI Payback: $30 Billion in Free Cash Flow by Fiscal 2029 https://insightimes.com/en/articles/vertiv-q3-2026-why-did-organic-orders-jump-over-100Insight Timesen2026-10-29T02:02:23.156ZVertiv Orders Double. Is Power and Cooling AI's Next Bottleneck? https://insightimes.com/en/articles/microsoft-azure-grew-48-why-did-free-cash-flow-fall-27Insight Timesen2026-10-28T23:20:16.221ZMicrosoft's Azure Grows 48%, but AI Spending Is Set to Climb Further https://insightimes.com/en/articles/why-did-alphabet-stock-fall-10-despite-google-clouds-103-growthInsight Timesen2026-10-28T23:19:59.101ZGoogle Cloud Grew 103%. Alphabet Fell 10% Anyway. Here Is What Wall Street Fears https://insightimes.com/en/articles/why-did-oracle-jump-1073-while-google-fell-after-earningsInsight Timesen2026-10-28T23:19:32.691ZUS Stocks Rise, but the AI Trade Splits Into Winners and Losers https://insightimes.com/en/articles/why-is-sk-hynix-stock-down-half-despite-797-operating-marginInsight Timesen2026-10-28T17:47:48.083ZSK hynix Posts Record Profit, but Its Shares Are Half Their Peak