https://insightimes.com/articles/%EC%9A%B0%EC%A3%BC-%EB%8D%B0%EC%9D%B4%ED%84%B0%EC%84%BC%ED%84%B0-%EB%83%89%EA%B0%81-%EB%B0%A9%EC%97%B4%ED%8C%90-1%E3%8E%A1%EB%8B%B9-1300w%EB%A9%B4-%EA%B0%80%EB%8A%A5%ED%95%9C%EA%B0%80Insight Timesko2026-11-03T10:26:46.101Z우주가 더 시원하다? 일론 머스크가 AI 데이터센터를 지구 밖으로 옮기려는 이유 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-ai-%ED%88%AC%EC%9E%90-%EB%95%8C%EB%AC%B8%EC%9D%BC%EA%B9%8CInsight Timesko2026-11-03T10:15:11.940Z빅테크의 현금이 마르고 있다. 그런데 AI 사업은 더 많은 돈을 벌고 있다 https://insightimes.com/articles/%EC%97%94%EB%B9%84%EB%94%94%EC%95%84%EA%B0%80-%ED%88%AC%EC%9E%90%ED%95%9C-%EB%91%90-%ED%9A%8C%EC%82%AC%EC%9D%98-1150%EC%96%B5-%EB%8B%AC%EB%9F%AC-%ED%95%A9%EB%B3%91-ai%EC%9D%98-%EB%8B%A4%EC%9D%8C-%EB%B3%91%EB%AA%A9%EC%9D%80-%EC%B9%A9%EC%9D%B4-%EC%95%84%EB%8B%88%EB%9D%BC-%EB%B9%9B%EC%9D%BC%EA%B9%8CInsight Timesko2026-11-03T09:28:20.105Z엔비디아가 투자한 두 회사의 1,150억 달러 합병, AI의 다음 병목은 칩이 아니라 빛일까? https://insightimes.com/articles/2026-%EB%AF%B8%EA%B5%AD-%EC%A4%91%EA%B0%84%EC%84%A0%EA%B1%B0%EC%99%80-ai-%EC%A3%BC%EC%8B%9D-%EB%8D%B0%EC%9D%B4%ED%84%B0%EC%84%BC%ED%84%B0-%EA%B7%9C%EC%A0%9C%EC%9E%AC%EC%A0%95%EC%A0%95%EC%B1%85%EB%B9%85%ED%85%8C%ED%81%AC-%ED%88%AC%EC%9E%90-%EC%98%81%ED%96%A5Insight Timesko2026-11-03T09:27:43.364Z미국 중간선거, 빅테크 투자자가 주목해야 할 것은 승패보다 데이터센터다 https://insightimes.com/articles/%EB%A9%94%ED%83%80-ai-%EC%A1%B0%EC%A7%81%EA%B0%9C%ED%8E%B8%EA%B3%BC-%EC%9D%B8%EB%A0%A5-%EA%B0%90%EC%B6%95-%EA%B3%84%ED%9A%8D-ai-%EC%8B%9C%EB%8C%80-%EA%B8%B0%EC%97%85%EA%B2%BD%EC%98%81%EA%B3%BC-%EC%A7%81%EC%9E%A5%EC%9D%B8%EC%9D%98-%EB%AF%B8%EB%9E%98Insight Timesko2026-11-03T09:27:16.353Z직원 60%를 줄이려던 메타, 왜 대규모 AI 조직개편 계획을 접었을까? https://insightimes.com/articles/%ED%8C%94%EB%9E%80%ED%8B%B0%EC%96%B4-%EB%A7%A4%EC%B6%9C-96-%EC%84%B1%EC%9E%A5-%EC%95%A0%ED%94%8C-%EB%A7%88%EC%A7%84-45%EB%8C%80-%EC%A0%84%EB%A7%9D%EC%9D%98-%EB%9C%BB%EC%9D%80Insight Timesko2026-11-03T09:16:08.283Z애플과 팔란티어, 호실적 뒤에 숨은 두 가지 질문 https://insightimes.com/articles/%ED%8C%94%EB%9E%80%ED%8B%B0%EC%96%B4%EB%8A%94-96-%EC%84%B1%EC%9E%A5%ED%96%88%EB%8A%94%EB%8D%B0-%EB%AF%B8%EB%9E%98-%EA%B3%84%EC%95%BD%EC%9D%80-%EC%99%9C-6%EB%A7%8C-%EB%8A%98%EC%97%88%EB%82%98Insight Timesko2026-11-02T23:51:49.054Z팔란티어는 96% 성장했는데, 미래 계약은 왜 6%만 늘었나 https://insightimes.com/articles/%EC%95%A0%ED%94%8C-%EB%A7%A4%EC%B6%9C%EC%B4%9D%EC%9D%B4%EC%9D%B5%EB%A5%A0-455-%EC%A0%84%EB%A7%9D-%EC%A3%BC%EA%B0%80%EB%8A%94-%EC%99%9C-%EB%96%A8%EC%96%B4%EC%A1%8C%EB%82%98Insight Timesko2026-11-02T23:49:23.152Z애플, 아이폰은 잘 팔렸는데 주가는 왜 4% 가까이 떨어졌나 https://insightimes.com/articles/%EB%A7%88%EB%B2%A8-%EB%A3%A8%EB%A9%98%ED%85%80-%EC%9D%B8%EC%88%98-1150%EC%96%B5-%EB%8B%AC%EB%9F%AC-%EC%A3%BC%EA%B0%80%EB%8A%94-%EC%99%9C-%EB%82%B4%EB%A0%B8%EB%82%98Insight Timesko2026-11-02T23:30:55.577ZAI의 고속도로를 사들인 마벨, 월가는 왜 주식을 팔았나 https://insightimes.com/articles/%EB%82%98%EC%8A%A4%EB%8B%A5-107-%ED%95%98%EB%9D%BD-%EC%9C%A0%EA%B0%80-%EA%B8%89%EB%9D%BD%EC%97%90%EB%8F%84-%EA%B8%B0%EC%88%A0%EC%A3%BC%EB%8A%94-%EC%99%9C-%ED%8C%94%EB%A0%B8%EB%82%98Insight Timesko2026-11-02T23:29:57.616ZAI에 돈을 더 쓰겠다는 기업들, 월가는 왜 주식을 팔았나 https://insightimes.com/articles/%EC%95%A4%ED%8A%B8%EB%A1%9C%ED%94%BD-ipo-%EA%B8%B0%EC%97%85%EA%B0%80%EC%B9%98-2%EC%A1%B0-%EB%8B%AC%EB%9F%AC-%EC%8A%A4%ED%8E%98%EC%9D%B4%EC%8A%A4x%EC%99%80-%EB%AC%B4%EC%97%87%EC%9D%B4-%EB%8B%A4%EB%A5%B8%EA%B0%80Insight Timesko2026-11-02T23:29:40.408Z앤트로픽, 2조 달러 IPO 도전…스페이스X 기록 넘어서나? 월가가 술렁이는 이유 https://insightimes.com/articles/%EC%9A%B0%EC%A3%BC-%EB%8D%B0%EC%9D%B4%ED%84%B0%EC%84%BC%ED%84%B0-%EC%9C%84%EC%84%B1-5714%EA%B8%B0%EB%A9%B4-1gw-%EC%8A%A4%ED%8E%98%EC%9D%B4%EC%8A%A4x-%EA%B3%84%ED%9A%8D%EC%9D%80-%ED%98%84%EC%8B%A4%EC%A0%81%EC%9D%BC%EA%B9%8CInsight Timesko2026-11-02T16:13:21.693Z스페이스X는 왜 데이터센터를 우주로 옮기려 할까? 머스크가 노리는 진짜 시장 https://insightimes.com/articles/%ED%85%8C%EC%8A%AC%EB%9D%BC-%EC%8A%A4%ED%8E%98%EC%9D%B4%EC%8A%A4x-%ED%95%A9%EB%B3%91-%EA%B5%90%ED%99%98%EB%B9%84%EC%9C%A8-%EC%A3%BC%EC%A3%BC-%EB%AA%AB%EC%9D%80-%EC%96%B4%EB%96%BB%EA%B2%8C-%EA%B0%88%EB%A6%AC%EB%82%98Insight Timesko2026-11-02T16:13:13.830Z테슬라와 스페이스X 합병, 3.5조 달러의 가치보다 중요한 것은 주식 교환비율이다 https://insightimes.com/articles/%EC%95%A4%ED%8A%B8%EB%A1%9C%ED%94%BD-%EB%B6%84%EA%B8%B0-%EB%A7%A4%EC%B6%9C-1696%EC%96%B5-%EB%8B%AC%EB%9F%AC-%EC%99%9C-%EC%98%81%EC%97%85%EC%A0%81%EC%9E%90%EA%B0%80-%EB%82%AC%EB%82%98Insight Timesko2026-11-02T15:46:07.876Z앤트로픽, 3개월 매출 23조 원에도 적자… AI 시대에 진짜 돈 버는 기업은 누구인가? https://insightimes.com/articles/%EC%8A%A4%ED%8E%98%EC%9D%B4%EC%8A%A4x-%EB%A7%A4%EC%B6%9C-14%EB%B0%B0-%EC%A0%84%EB%A7%9D-%EC%A3%BC%EA%B0%80%EB%8F%84-%EA%B7%B8%EB%A7%8C%ED%81%BC-%EC%98%A4%EB%A5%BC%EA%B9%8CInsight Timesko2026-11-02T15:45:54.598Z스페이스X, 2년 뒤 매출 14배? 투자자가 진짜 봐야 할 것은 따로 있다 https://insightimes.com/articles/%EB%B0%94%EC%9D%B4%EB%82%B8%EC%8A%A4-63%EC%96%B5-%EB%8B%AC%EB%9F%AC-%ED%95%B4%ED%82%B9-%EA%B3%A0%EA%B0%9D%EC%9D%80-47%EC%96%B5-%EB%8B%AC%EB%9F%AC%EB%A5%BC-%EB%B9%BC%EA%B0%94%EB%8B%A4Insight Timesko2026-11-02T14:19:14.910Z바이낸스 63억 달러 해킹, 고객은 47억 달러를 빼갔다 - 비트코인 투자자가 놓치면 안 되는 위험 https://insightimes.com/articles/ai-%EA%B0%80%EC%B9%98%ED%8F%AC%ED%9A%8D%EC%9D%B4%EB%9E%80-%EA%B8%B0%EC%88%A0%EC%9D%B4-%EC%95%9E%EC%84%9C%EB%8F%84-%EC%A3%BC%EC%A3%BC-%EC%9D%B4%EC%9D%B5%EC%9D%B4-%EC%9E%91%EC%9D%84-%EC%88%98-%EC%9E%88%EB%8A%94-%EC%9D%B4%EC%9C%A0Insight Timesko2026-11-02T13:30:32.619Z앤트로픽의 1,236조 원짜리 약속, 진짜 수혜자는 따로 있다 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-ai-%EC%8A%B9%EC%9E%90%EB%9D%BC-%EB%B3%BC-%EC%88%98-%EC%9E%88%EB%82%98Insight Timesko2026-11-02T12:33:59.302Z마이크로소프트는 정말 AI 승자인가… 투자의 핵심은 LLM보다 ‘업무표준’에 있다 https://insightimes.com/articles/sentinelone-claude-mythos-%EB%8F%84%EC%9E%85-%EB%B3%B4%EC%95%88-%EA%B8%B0%EC%97%85-%EC%88%98%EC%9D%B5%EC%97%94-%EB%AC%B4%EC%97%87%EC%9D%B4-%EB%8B%AC%EB%9D%BC%EC%A7%80%EB%82%98Insight Timesko2026-11-02T02:03:17.245ZAI가 해킹도 방어도 빨라지게 만든다. 사이버보안 기업은 누가 돈을 벌까? https://insightimes.com/articles/%EC%84%9C%EB%B9%84%EC%8A%A4%EB%82%98%EC%9A%B0-%EA%B5%90%EC%B2%B4-45%EC%9D%BC-serval-%EA%B8%B0%EC%97%85%EA%B0%80%EC%B9%98-30%EC%96%B5-%EB%8B%AC%EB%9F%AC-%EB%9C%BB%EC%9D%80Insight Timesko2026-11-02T01:49:12.151Z서비스나우를 45일 만에 교체했다 - AI가 SaaS의 해자를 허무는 방법 https://insightimes.com/articles/%EB%B0%98%EB%8F%84%EC%B2%B4-72-%EA%B8%89%EB%9D%BD-%EB%92%A4-amd-%EC%8B%A4%EC%A0%81%EA%B3%BC-%EA%B3%A0%EC%9A%A9%EB%B3%B4%EA%B3%A0%EC%84%9C-%EB%AC%B4%EC%97%87%EC%9D%84-%EB%B3%BC%EA%B9%8CInsight Timesko2026-11-01T22:54:22.397ZAI 청구서가 도착한 11월 첫 주 https://insightimes.com/en/articles/spacex-starmind-ai1-can-orbital-data-centers-beat-earth-on-costInsight Timesen2026-11-03T10:32:52.367ZIs Space Cooler for AI? Why Musk Wants Data Centers in Orbit https://insightimes.com/en/articles/why-is-amazons-free-cash-flow-negative-at-$422b-nomuras-ai-j-curveInsight Timesen2026-11-03T10:17:32.684ZBig Tech's Cash Is Draining. Its AI Business Is Earning More https://insightimes.com/en/articles/why-did-meta-scrap-its-ai-layoff-plan-code-up-220-features-up-36Insight Timesen2026-11-03T09:32:46.053ZMeta Weighed Cutting Some Teams by 60% for AI, Then Backed Off. Why? https://insightimes.com/en/articles/do-the-midterms-matter-for-big-tech-data-centers-and-72-local-oppositionInsight Timesen2026-11-03T09:32:25.613ZMidterms Matter Less for Big Tech Than Whether Data Centers Get Built https://insightimes.com/en/articles/why-did-marvell-pay-$115b-for-lumentum-at-33x-earningsInsight Timesen2026-11-03T09:31:59.513ZMarvell's $115 Billion Lumentum Deal: Is AI's Next Bottleneck Light, Not Chips? https://insightimes.com/en/articles/apple-vs-palantir-earnings-is-96-growth-enough-to-justify-the-priceInsight Timesen2026-11-03T09:17:22.482ZApple and Palantir Beat Estimates, but Two Questions Remain https://insightimes.com/en/articles/why-did-apple-stock-fall-nearly-4-after-a-12-revenue-gainInsight Timesen2026-11-03T00:03:17.017ZApple Beat on iPhones. The Stock Fell Nearly 4% Anyway. https://insightimes.com/en/articles/why-did-palantir-pltr-fall-after-96-revenue-growth-and-only-6-tcv-growthInsight Timesen2026-11-03T00:02:55.935ZPalantir Grew 96%, but New Contract Value Rose Just 6% https://insightimes.com/en/articles/anthropic-ipo-can-a-$2-trillion-valuation-beat-spacexs-$75b-recordInsight Timesen2026-11-02T23:32:32.619ZAnthropic Eyes a $2 Trillion IPO. Can It Top SpaceX's Record? https://insightimes.com/en/articles/why-did-marvell-fall-1272-and-the-nasdaq-drop-107-on-nov-2Insight Timesen2026-11-02T23:32:15.648ZCompanies Pledge More AI Spending, and Wall Street Sells: Marvell Falls 12.72% https://insightimes.com/en/articles/why-did-marvell-and-lumentum-stocks-fall-after-the-$115b-dealInsight Timesen2026-11-02T23:31:57.941ZMarvell Bought AI's Highway. Wall Street Sold the Stock. https://insightimes.com/en/articles/tesla-spacex-merger-what-does-the-exchange-ratio-mean-for-tsla-holdersInsight Timesen2026-11-02T16:17:17.253ZTesla-SpaceX Merger: The Exchange Ratio Matters More Than the $3.5 Trillion Headline https://insightimes.com/en/articles/spacex-space-data-centers-can-175-kw-satellites-beat-ground-ai-powerInsight Timesen2026-11-02T16:17:02.420ZWhy SpaceX Wants to Move Data Centers Into Orbit https://insightimes.com/en/articles/spacex-revenue-forecast-is-$731-billion-by-2028-realisticInsight Timesen2026-11-02T15:48:19.203ZSpaceX Revenue Up 14x in Two Years? What Investors Should Watch Instead https://insightimes.com/en/articles/anthropic-ipo-why-$1696b-quarterly-revenue-still-meant-a-lossInsight Timesen2026-11-02T15:48:01.382ZAnthropic Books $17 Billion in a Quarter, and Still Posts a Loss https://insightimes.com/en/articles/binance-$63b-hack-does-it-threaten-bitcoin-investorsInsight Timesen2026-11-02T14:31:50.351ZBinance's $6.3 Billion Hack Met $4.7 Billion in Net Customer Outflows. Here Is the Bitcoin Risk https://insightimes.com/en/articles/anthropic-and-ai-stocks-why-can-investors-lose-money-even-if-ai-winsInsight Timesen2026-11-02T13:32:01.095ZAI Is Changing the World. Why Can Investors Still Lose Money? https://insightimes.com/en/articles/is-microsoft-an-ai-winner-azure-up-48-$186b-free-cash-flowInsight Timesen2026-11-02T12:47:35.030ZIs Microsoft Really an AI Winner? The Key Is Where Work Starts, Not the LLM https://insightimes.com/en/articles/sentinelone-crowdstrike-palo-alto-who-wins-as-ai-finds-more-flawsInsight Timesen2026-11-02T02:19:13.030ZAI Speeds Up Hacking and Defense Alike. Which Cybersecurity Stocks Profit? https://insightimes.com/en/articles/serval-vs-servicenow-can-ai-break-saas-switching-costs-in-45-daysInsight Timesen2026-11-02T02:02:52.643ZReplacing ServiceNow in 45 Days: How AI Could Erode the SaaS Moat https://insightimes.com/en/articles/why-did-the-semiconductor-index-fall-72-amd-midterms-jobs-report-aheadInsight Timesen2026-11-01T23:02:00.739ZThe AI Bill Comes Due: Three Tests for Chips, Rates and the Midterms This Week