https://insightimes.com/articles/%EB%A7%88%EC%9D%B4%ED%81%AC%EB%A1%A0-5-%EC%83%81%EC%8A%B9-%EC%97%94%EB%B9%84%EB%94%94%EC%95%84%EB%8A%94-%EC%99%9C-066%EC%97%90-%EA%B7%B8%EC%B3%A4%EB%82%98Insight Timesko2026-09-23T00:02:22.977Z나스닥은 신고가, S&P500은 제자리 - 메모리가 만든 ‘좁은 강세장’ https://insightimes.com/articles/%EC%BA%90%EC%8B%9C-%EC%9A%B0%EB%93%9C-%EA%B3%A0%EA%B8%88%EB%A6%AC-%EA%B0%95%EC%84%B8%EC%9E%A5-10%EB%85%84%EB%AC%BC-5%EC%9D%B8%EB%8D%B0-%EC%99%9C-%EC%A3%BC%EC%8B%9D%EC%9D%B4-%EC%98%A4%EB%A5%B4%EB%82%98Insight Timesko2026-09-23T00:00:59.930Z캐시 우드가 말하는 ‘고금리 강세장’의 논리 - AI 디플레이션이 금리를 낮추지 않아도 주식은 오를 수 있다 https://insightimes.com/articles/ai-%EA%B2%BD%EC%9F%81%EC%9D%80-%EC%B1%97%EB%B4%87-%EC%A0%90%EC%9C%A0%EC%9C%A8%EC%97%90%EC%84%9C-%ED%96%89%EB%8F%99-%EB%A0%88%EC%9D%B4%EC%96%B4-%EA%B2%BD%EC%9F%81%EC%9C%BC%EB%A1%9C-%EC%9D%B4%EB%8F%99%ED%95%9C%EB%8B%A4Insight Timesko2026-09-22T17:06:03.555ZAI 경쟁은 ‘챗봇 점유율’에서 ‘행동 레이어’ 경쟁으로 이동한다 https://insightimes.com/articles/ai-%EC%97%90%EC%9D%B4%EC%A0%84%ED%8A%B8-316%EC%A1%B0%EB%8B%AC%EB%9F%AC-gpu%EB%A7%8C-%EB%B3%B4%EB%A9%B4-%EB%86%93%EC%B9%98%EB%8A%94-%EA%B2%83Insight Timesko2026-09-22T16:31:44.322ZAI는 이제 답하지 않는다, 일한다 - ‘디지털 노동력’이 여는 두 번째 인프라 사이클 https://insightimes.com/articles/%EC%82%BC%EC%84%B1-hbm4-%EC%88%98%EC%9C%A8-80-%EB%82%B4%EB%85%84-%EC%9B%A8%EC%9D%B4%ED%8D%BC-25%EB%A7%8C-%EC%9E%A5%EC%9D%80-%EB%AC%B4%EC%8A%A8-%EB%9C%BB%EC%9D%B8%EA%B0%80Insight Timesko2026-09-22T16:16:31.255Z삼성 HBM4가 ‘만드는 단계’를 넘어섰다 - 이제 승부는 수율 80%가 아니라 물량이다 https://insightimes.com/articles/ai-%EB%B2%84%EB%B8%94%EC%9D%98-%EC%A7%88%EB%AC%B8%EC%9D%B4-%EB%B0%94%EB%80%8C%EC%97%88%EB%8B%A4-2026%EB%85%84-%ED%95%98%EB%B0%98%EA%B8%B0-%EC%9D%B4%EC%A0%9C%EB%8A%94-gpu%EB%B3%B4%EB%8B%A4-roic%EB%A5%BC-%EB%B3%B8%EB%8B%A4Insight Timesko2026-09-22T15:32:47.897ZAI 버블의 질문이 바뀌었다 2026년 하반기, 이제는 GPU보다 ROIC를 본다 https://insightimes.com/articles/arm-17-%EA%B8%89%EB%93%B1-20%EC%96%B5-%EB%8B%AC%EB%9F%AC-%EC%88%98%EC%9A%94%EB%8A%94-%EB%A7%A4%EC%B6%9C%EC%9D%B8%EA%B0%80Insight Timesko2026-09-22T10:56:51.063ZMuse가 깨운 CPU 랠리 - Arm 17% 급등의 진짜 이유 https://insightimes.com/articles/%EC%95%8C%EB%A6%AC%EB%B0%94%EB%B0%94%EC%9D%98-20gw-%EC%8A%B9%EB%B6%80-%EC%A4%91%EA%B5%AD-ai%EB%8F%84-%EC%9D%B4%EC%A0%9C-%EB%AA%A8%EB%8D%B8%EC%9D%B4-%EC%95%84%EB%8B%88%EB%9D%BC-%EC%A0%84%EB%A0%A5%EA%B3%BC-%EC%8B%9C%EC%8A%A4%ED%85%9C%EC%9D%84-%EC%82%B0%EB%8B%A4Insight Timesko2026-09-22T10:49:58.016Z알리바바의 20GW 승부 - 중국 AI도 이제 모델이 아니라 전력과 시스템을 산다 https://insightimes.com/articles/amazon-%EA%B4%91%EA%B3%A0-686%EC%96%B5%EB%8B%AC%EB%9F%AC-ai-agent%EB%A5%BC-%EC%99%9C-%EB%A7%89%EC%95%98%EB%82%98Insight Timesko2026-09-22T10:45:49.392ZAI가 쇼핑하기 시작하자 Amazon이 문을 잠갔다 https://insightimes.com/articles/jev-100%EB%A7%8C-%ED%86%A0%ED%81%B0%EB%8B%B9-0042%EB%8B%AC%EB%9F%AC-%ED%8C%90%EB%8B%A8-%EB%AA%A8%EB%8D%B8%EC%9D%80-%EB%AD%90%EA%B0%80-%EB%8B%A4%EB%A5%B8%EA%B0%80Insight Timesko2026-09-22T10:05:59.932ZAI가 말을 덜 할수록 더 싸진다 - Jev가 보여준 ‘판단 모델’의 투자 함의 https://insightimes.com/articles/%ED%85%8D%EC%82%AC%EC%8A%A4%EA%B0%80-%EB%8D%B0%EC%9D%B4%ED%84%B0%EC%84%BC%ED%84%B0%EB%A5%BC-%EB%A9%88%EC%B6%B0-%EC%84%B8%EC%9B%A0%EB%8B%A4-474gw%EA%B0%80-%EB%B3%B4%EC%97%AC%EC%A3%BC%EB%8A%94-ai%EC%9D%98-%EC%83%88%EB%A1%9C%EC%9A%B4-%EB%B3%91%EB%AA%A9Insight Timesko2026-09-22T06:54:38.270Z텍사스가 데이터센터를 멈춰 세웠다 https://insightimes.com/articles/%ED%85%8C%EC%8A%AC%EB%9D%BC-fsd-%EC%9C%A0%EB%9F%BD-%EC%8A%B9%EC%9D%B8-%EC%B2%B4%EC%BD%94%EB%B3%B4%EB%8B%A4-%EC%A4%91%EC%9A%94%ED%95%9C-%EA%B2%83%EC%9D%80-%EC%8A%B9%EC%9D%B8%EC%9D%98-%EB%B3%B5%EC%A0%9C-%EA%B0%80%EB%8A%A5%EC%84%B1%EC%9D%B4%EB%8B%A4Insight Timesko2026-09-22T06:02:25.906Z테슬라 FSD 유럽 승인, 7번째 체코보다 중요한 것은 ‘승인의 복제 가능성’이다 https://insightimes.com/articles/openai-%EC%95%A4%EC%8A%A4%EB%A1%9C%ED%94%BD-%EC%83%81%ED%98%B8-%EC%95%88%EC%A0%84%EC%84%B1-%EA%B2%80%EC%A6%9D-ai-%EC%95%88%EC%A0%84%EC%9D%B4-%EC%A7%84%EC%9E%85%EC%9E%A5%EB%B2%BD-%EB%90%98%EB%82%98Insight Timesko2026-09-22T00:21:24.624ZOpenAI와 Anthropic이 서로를 시험한다 - AI 안전이 ‘비용’에서 ‘진입장벽’으로 바뀌는 순간 https://insightimes.com/articles/%ED%85%8C%EC%8A%AC%EB%9D%BC-%EC%98%B5%ED%8B%B0%EB%A8%B8%EC%8A%A4-%EC%96%91%EC%82%B0-%EC%8B%9C%EC%A0%90-%EC%A4%91%EA%B5%AD-%EA%B3%B5%EA%B8%89%EB%A7%9D-%EA%B0%90%EC%82%AC%EC%99%80-%ED%94%84%EB%A6%AC%EB%AA%AC%ED%8A%B8-%EB%9D%BC%EC%9D%B8%EC%9C%BC%EB%A1%9C-%ED%99%95%EC%9D%B8Insight Timesko2026-09-21T23:46:35.781Z테슬라 Optimus, 이제 로봇의 문제가 아니라 공장의 문제다 https://insightimes.com/articles/grok-47%EC%9D%98-%EC%A7%84%EC%A7%9C-%EB%AC%B4%EA%B8%B0%EB%8A%94-%EC%84%B1%EB%8A%A5%EC%9D%B4-%EC%95%84%EB%8B%88%EB%9D%BC-%EC%9D%BC%EC%9D%84-%EB%81%9D%EB%82%B4%EB%8A%94-%EB%B9%84%EC%9A%A9%EC%9D%B4%EB%8B%A4Insight Timesko2026-09-21T23:40:09.944ZGrok 4.7의 진짜 무기는 성능이 아니라 ‘일을 끝내는 비용’이다 https://insightimes.com/articles/%EC%82%BC%EC%84%B1-ddr5-%EC%99%B8%EC%A3%BC-%ED%99%95%EB%8C%80-%EC%9D%B4%EC%9C%A0-%EB%B3%91%EB%AA%A9%EC%9D%80-hbm-%ED%9B%84%EA%B3%B5%EC%A0%95%EC%9D%B4%EB%8B%A4Insight Timesko2026-09-21T23:18:32.231Z삼성이 DDR5를 밖으로 보내는 이유 - 진짜 부족한 것은 DRAM이 아니라 HBM 후공정이다 https://insightimes.com/articles/%EB%A9%94%ED%83%80-+11%25-arm-+17%25-%EB%82%98%EC%8A%A4%EB%8B%A5-+226%25-ai-%EC%97%90%EC%9D%B4%EC%A0%84%ED%8A%B8%EA%B0%80-%EB%B6%88%EB%B6%99%EC%9D%B8-%EB%B0%98%EB%8F%84%EC%B2%B4-%EB%9E%A0%EB%A6%ACInsight Timesko2026-09-21T23:13:54.556Z메타 +11%, ARM +17%, 나스닥 +2.26% - AI 에이전트가 불붙인 반도체 랠리 https://insightimes.com/articles/amd%EA%B0%80-1%EC%A1%B0%EB%8B%AC%EB%9F%AC%EB%A5%BC-%EB%84%98%EC%9D%80-%EB%82%A0-%EC%8B%9C%EC%9E%A5%EC%9D%80-gpu%EB%B3%B4%EB%8B%A4-cpu%EB%A5%BC-%EB%8B%A4%EC%8B%9C-%EB%B3%B4%EA%B8%B0-%EC%8B%9C%EC%9E%91%ED%96%88%EB%8B%A4Insight Timesko2026-09-21T17:45:47.874ZAMD가 1조달러를 넘은 날, 시장은 GPU보다 CPU를 다시 보기 시작했다 https://insightimes.com/articles/asml-%EC%A3%BC%EA%B0%80-2027%EB%85%84-euv-%EC%8A%AC%EB%A1%AF-%EA%B1%B0%EC%9D%98-%EC%B0%BC%EB%8B%A4%EB%8A%94-%EB%A7%90%EC%9D%98-%EB%9C%BBInsight Timesko2026-09-21T16:52:48.171ZASML 3% 반등보다 더 중요한 숫자는 30%다 - 2027년 EUV 슬롯이 거의 찼다 https://insightimes.com/articles/%EB%AF%B8%EA%B5%AD-10%EB%85%84%EB%AC%BC-5%25-%EB%8F%8C%ED%8C%8C-%EC%9D%B4%EB%B2%88-%EC%A3%BC-%EC%A6%9D%EC%8B%9C%EC%97%90%EC%84%9C-%EB%B3%BC-%EC%84%B8-%EA%B0%80%EC%A7%80Insight Timesko2026-09-21T13:32:29.730Z이번 주 미국 증시, 5% 금리와 100달러 유가 사이에서 AI를 다시 평가한다 https://insightimes.com/articles/%ED%94%BC%EC%A7%80%EC%BB%AC-ai-%EC%8B%9C%EB%8C%80-%EC%95%84%EC%9D%B4-%EC%BD%94%EB%94%A9-%EA%B5%90%EC%9C%A1%EC%9D%80-%EB%AC%B4%EC%97%87%EC%9D%B4-%EB%8B%AC%EB%9D%BC%EC%A7%80%EB%82%98Insight Timesko2026-09-21T13:05:53.520ZAI가 손과 발을 얻은 뒤 - 공장보다 더 크게 바뀌는 것은 아이들의 공부와 인간의 일이다 https://insightimes.com/articles/%ED%9C%B4%EB%A8%B8%EB%85%B8%EC%9D%B4%EB%93%9C-%EB%A1%9C%EB%B4%87-%ED%8C%90%EB%A7%A4%EB%9F%89-7000%EB%8C%80-2030%EB%85%84-120%EB%A7%8C%EB%8C%80-%EC%A0%84%EB%A7%9D%EC%9D%98-%EC%A1%B0%EA%B1%B4Insight Timesko2026-09-21T13:01:24.105Z휴머노이드 로봇은 지난해 전 세계에서 겨우 7,000대 팔렸다 https://insightimes.com/en/articles/why-did-the-nasdaq-hit-a-record-while-the-sampp-500-was-flat-micron-up-5Insight Timesen2026-09-23T00:03:41.290ZNasdaq Hits a Record, S&P 500 Goes Nowhere: Memory Chips Drive a Narrow Rally https://insightimes.com/en/articles/ai-race-2026-why-chatgpts-69-share-isnt-the-whole-storyInsight Timesen2026-09-22T17:07:09.215ZAI's Next Battle Isn't Chatbot Share. It's Who Owns the Action https://insightimes.com/en/articles/ai-capex-hits-$14-trillion-by-2027-why-investors-now-watch-roic-not-gpusInsight Timesen2026-09-22T15:34:54.826ZThe AI Bubble Question Has Changed: Now It's ROIC, Not GPUs https://insightimes.com/en/articles/arm-stock-why-did-shares-jump-17-after-metas-muse-revealInsight Timesen2026-09-22T10:58:11.374ZThe CPU Rally Muse Woke Up: The Real Reason Arm Jumped 17% https://insightimes.com/en/articles/alibaba-20gw-data-center-plan-why-it-matters-more-than-500000-ai-chipsInsight Timesen2026-09-22T10:52:23.813ZAlibaba's 20GW Bet Shows China's AI Race Is Now About Power, Not Just Models https://insightimes.com/en/articles/why-amazon-blocked-metas-muse-ai-agent-and-what-it-means-for-its-$686b-ad-busineInsight Timesen2026-09-22T10:46:59.009ZAI Agents Started Shopping, So Amazon Locked the Door https://insightimes.com/en/articles/texas-grid-freeze-what-474gw-of-data-center-requests-means-for-ai-stocksInsight Timesen2026-09-22T06:55:48.286ZTexas Just Hit Pause on Its Data Center Boom https://insightimes.com/en/articles/tesla-fsd-europe-why-7-country-approvals-matter-more-than-salesInsight Timesen2026-09-22T06:03:40.064ZTesla's FSD Wins a 7th European Approval, But the Real Prize Is a Copy-Paste Regulatory Playbook https://insightimes.com/en/articles/openai-anthropic-red-team-deal-ai-safety-as-competitive-barrierInsight Timesen2026-09-22T00:22:31.822ZOpenAI and Anthropic Are About to Attack Each Other's Models https://insightimes.com/en/articles/meta-arm-amd-rally-as-ai-agents-reshape-chip-demand-betsInsight Timesen2026-09-21T23:15:25.621ZMeta +11%, ARM +17%, Nasdaq +2.26%: AI Agents Ignite a Chip Rally https://insightimes.com/en/articles/asml-stock-why-the-30%25-euv-capacity-hike-matters-more-than-ai-hypeInsight Timesen2026-09-21T16:53:52.029ZThe Real ASML Number Isn't the 3% Pop, It's the 30% Capacity Hike https://insightimes.com/en/articles/us-stocks-weekly-preview-10-year-yield-oil-prices-and-ai-stocksInsight Timesen2026-09-21T13:33:52.277ZUS Stocks This Week: Re-Pricing AI Between 5% Yields and $100 Oil https://insightimes.com/en/articles/physical-ai-humanoid-robots-and-the-future-of-work-and-educationInsight Timesen2026-09-21T13:11:41.632ZAfter AI Gets Hands and Feet, the Bigger Shift Is in Classrooms, Not Factories https://insightimes.com/en/articles/humanoid-robot-sales-2025-why-7000-units-isnt-the-real-storyInsight Timesen2026-09-21T13:03:04.156ZHumanoid Robots Sold Just 7,000 Units Worldwide Last Year