https://insightimes.com/articles/ai-%ED%88%AC%EC%9E%90-%EB%85%BC%EB%A6%AC-%EB%8B%AC%EB%9D%BC%EC%A1%8C%EB%82%98-%EB%82%98%EC%8A%A4%EB%8B%A5-55-%EA%B8%89%EB%9D%BD-%EB%92%A4-%EC%A0%90%EA%B2%80%ED%95%A0-%EB%84%A4-%EA%B0%80%EC%A7%80Insight Timesko2026-11-06T13:04:31.302ZAI 투자 논리는 바뀌었나 https://insightimes.com/articles/ai-%EB%8D%B0%EC%9D%B4%ED%84%B0%EC%84%BC%ED%84%B0-%EC%A0%84%EB%A0%A5-%EB%B3%91%EB%AA%A9-%EC%A3%BC%EB%AF%BC%ED%88%AC%ED%91%9C-41%EA%B1%B4-%EC%A4%91-40%EA%B1%B4%EC%9D%B4-%EB%9C%BB%ED%95%98%EB%8A%94-%EA%B2%83%EC%9D%80Insight Timesko2026-11-06T13:03:54.607ZAI의 다음 승자는 전기를 켤 수 있는 기업이다 https://insightimes.com/articles/%ED%85%8C%EC%8A%AC%EB%9D%BC-%EC%A3%BC%EA%B0%80-1077-%ED%95%98%EB%9D%BD-%EB%A9%94%EA%B0%80%ED%8C%A9%ED%85%8C%EB%9D%BC%ED%8C%B9%EB%A1%9C%EB%B3%B4%ED%83%9D%EC%8B%9C%EB%8A%94-%EB%AC%B4%EC%97%87%EC%9D%B4-%EB%8B%A4%EB%A5%B8%EA%B0%80Insight Timesko2026-11-06T13:03:46.476Z테슬라는 전력난의 해답이자, 전력난에 묶인 미래다 https://insightimes.com/articles/%EC%86%8C%ED%94%84%ED%8A%B8%EB%B1%85%ED%81%AC-cds-466bp-%EA%B8%89%EB%93%B1-%EC%98%A4%ED%94%88ai-%ED%88%AC%EC%9E%90%EC%99%80-ai-%EC%9D%B8%ED%94%84%EB%9D%BC-%EB%B6%80%EC%B1%84-%EC%9C%84%ED%97%98-%EB%B6%84%EC%84%9DInsight Timesko2026-11-06T09:10:49.654ZAI에 646억 달러를 투자한 소프트뱅크, 시장은 왜 파산 위험부터 계산할까? https://insightimes.com/articles/%EC%95%A4%ED%8A%B8%EB%A1%9C%ED%94%BD-ai-%EC%97%B0%EA%B5%AC%EA%B0%9C%EB%B0%9C-%EC%86%8D%EB%8F%84-19%EB%B0%B0-%EA%B0%80%EC%86%8D-metr-%EB%8F%85%EB%A6%BD-%EC%97%B0%EA%B5%AC%EC%99%80-ai-%EC%9E%90%EA%B8%B0%EA%B0%9C%EC%84%A0%EC%9D%98-%ED%98%84%EC%8B%A4Insight Timesko2026-11-06T09:00:56.316ZAI가 다음 AI를 만들자 개발 속도가 두 배 가까이 빨라졌다 https://insightimes.com/articles/%EC%98%A4%ED%94%88ai-%EB%8D%B0%EC%9D%B4%ED%84%B0%EC%84%BC%ED%84%B0-%EC%A3%BC%EB%AF%BC-%EB%B0%98%EB%8C%80%EC%99%80-%EC%8B%A0%EA%B7%9C-%EA%B1%B4%EC%84%A4-%EC%A0%95%EC%B1%85-ai-%EC%9D%B8%ED%94%84%EB%9D%BC-%ED%88%AC%EC%9E%90%EC%9D%98-%EC%88%A8%EC%9D%80-%EC%9C%84%ED%97%98Insight Timesko2026-11-06T09:00:27.809ZAI 데이터센터가 동네에 들어온다는데 주민들은 왜 반대할까? 오픈AI가 약속을 바꿨다 https://insightimes.com/articles/box-architect%EC%99%80-nvidia-%EA%B8%B0%EC%97%85%EC%9A%A9-ai-%EB%AC%B8%EC%84%9C-%EA%B8%B0%EB%B0%98-%EC%97%85%EB%AC%B4-%EC%9E%90%EB%8F%99%ED%99%94-%EB%B0%8F-%ED%94%84%EB%A1%9C%EC%84%B8%EC%8A%A4-%EC%9E%AC%EC%84%A4%EA%B3%84Insight Timesko2026-11-06T08:59:29.334Z업무 매뉴얼을 AI에게 보여줬더니, 일하는 순서부터 다시 설계하기 시작했다 https://insightimes.com/articles/soxx-12-%EA%B8%89%EB%9D%BD-%EC%9D%B4%EC%9C%A0-%EB%B0%98%EB%8F%84%EC%B2%B4-%ED%88%AC%EB%A7%A4%EB%8A%94-ai-%EB%95%8C%EB%AC%B8%EC%9D%BC%EA%B9%8CInsight Timesko2026-11-06T08:05:55.501ZAI가 아니라 ‘기다림’이 무너졌다…기술주 투매를 부른 회수 시간의 공포 https://insightimes.com/articles/%EB%82%98%EC%8A%A4%EB%8B%A5-552-%EA%B8%89%EB%9D%BD-11%EC%9B%94-5%EC%9D%BC-ai-%EB%B0%98%EB%8F%84%EC%B2%B4%EC%A3%BC%EB%8A%94-%EC%99%9C-%EB%AC%B4%EB%84%88%EC%A1%8C%EB%82%98Insight Timesko2026-11-05T23:28:03.622Z금리가 내려도 주식은 폭락했다. AI 투자에 대한 월가의 의심이 커지고 있다 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/en/articles/nasdaq-fell-55-has-the-ai-investment-thesis-changedInsight Timesen2026-11-06T13:17:43.111ZHas the AI Investment Case Changed? What the Post-Midterm Rout Altered, and What It Didn't https://insightimes.com/en/articles/softbank-cds-at-466bp-why-is-the-market-pricing-default-riskInsight Timesen2026-11-06T09:16:41.528ZSoftBank Bet $64.6 Billion on AI. Why Is the Market Pricing Default Risk? https://insightimes.com/en/articles/why-did-soxx-fall-1215-on-nov-5-ai-payback-fears-explainedInsight Timesen2026-11-06T08:17:23.292ZIt Wasn't AI That Broke. It Was the Wait for Payback https://insightimes.com/en/articles/why-did-the-sp-500-fall-436-on-nov-5-ai-stocks-and-soxxInsight Timesen2026-11-05T23:32:47.669ZStocks Plunged Despite Lower Rates as Wall Street's Doubts About AI Spending Grow https://insightimes.com/en/articles/amazon-vs-walmart-ai-shopping-what-happens-to-the-$744b-retail-media-marketInsight Timesen2026-11-05T15:05:27.526ZAmazon Shut the Door, Walmart Opened It: AI Shopping and a $74.4 Billion Ad Market https://insightimes.com/en/articles/is-openai-revenue-mostly-enterprise-what-brockmans-remark-means-for-msft-amzn-anInsight Timesen2026-11-05T15:04:54.732ZConsumers Built ChatGPT, but Businesses Now Supply Over Half of OpenAI's Revenue 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