https://insightimes.com/articles/ai-%EA%B4%91%ED%86%B5%EC%8B%A0-%EB%B6%80%ED%92%88-2029%EB%85%84%EA%B9%8C%EC%A7%80-%EB%A7%A4%EC%A7%84-%EC%97%94%EB%B9%84%EB%94%94%EC%95%84%EA%B0%80-%EB%A3%A8%EB%A9%98%ED%85%80%EC%97%90-20%EC%96%B5%EB%8B%AC%EB%9F%AC%EB%A5%BC-%ED%88%AC%EC%9E%90%ED%95%9C-%EC%9D%B4%EC%9C%A0Insight Timesko2026-10-10T07:15:40.904Z엔비디아가 20억달러를 투자한 광통신, 다음 병목은 맞지만 주가는 이미 달렸다 https://insightimes.com/articles/%EA%B0%95%EC%84%B8%EC%9E%A5-5%EB%85%84-%EC%B0%A8-%EB%AF%B8%EA%B5%AD-%EC%A6%9D%EC%8B%9C%EB%8A%94-%EC%99%9C-%EC%95%84%EC%A7%81-%EB%B9%84%EC%8B%B8%EC%A7%80-%EC%95%8A%EC%9D%80%EA%B0%80Insight Timesko2026-10-10T07:15:34.534Z강세장 5년 차, 미국 증시는 왜 아직 비싸지 않은가 - AI 반도체와 전력이 결정할 다음 상승의 조건 https://insightimes.com/articles/ai-%EC%9D%BC%EC%9E%90%EB%A6%AC-%EC%98%81%ED%96%A5-22~25%EC%84%B8-%EA%B3%A0%EC%9A%A9-11-%EC%A4%84%EC%97%88%EB%8B%A4%EB%8A%94%EB%8D%B0-%EB%AC%B4%EC%8A%A8-%EB%9C%BB%EC%9D%B8%EA%B0%80Insight Timesko2026-10-10T04:29:59.651ZAI가 일자리를 없애나, 늘리나 - 진짜 문제는 ‘첫 일자리’가 사라지는 속도다 https://insightimes.com/articles/%EC%97%B0%EC%A4%80-9%EC%9B%94-%EA%B8%88%EB%A6%AC-%EC%9D%B8%EC%83%81-%ED%99%95%EB%A5%A0-60-12%EC%9B%94%EB%A1%9C-%EB%AF%B8%EB%A4%84%EC%A7%88-%EC%88%98-%EC%9E%88%EB%82%98Insight Timesko2026-10-10T04:29:53.046Z9월인가, 12월인가… 연준의 다음 인상은 ‘CPI 한 번’보다 더 복잡하다 https://insightimes.com/articles/%ED%95%84%EB%9D%BC%EB%8D%B8%ED%94%BC%EC%95%84-%EB%B0%98%EB%8F%84%EC%B2%B4-041-%ED%95%98%EB%9D%BD-sp-500-%EB%B0%98%EB%93%B1%EC%9E%A5%EC%97%90%EC%84%9C-%EC%99%9C-%EB%92%A4%EC%B2%98%EC%A1%8C%EB%82%98Insight Timesko2026-10-10T01:26:16.913ZS&P 500은 고점으로 돌아왔는데, 반도체는 왜 멈췄나 https://insightimes.com/articles/2027%EB%85%84-ai-%EB%B2%84%EB%B8%94-%EB%B6%95%EA%B4%B4%EB%A1%A0-%EB%8B%AC%EB%A0%A5%EB%B3%B4%EB%8B%A4-%ED%98%84%EA%B8%88%ED%9D%90%EB%A6%84%EC%9D%84-%EB%B3%B4%EB%9D%BCInsight Timesko2026-10-09T13:31:04.120Z2027년 AI 버블 붕괴론, 달력보다 현금흐름을 보라 https://insightimes.com/articles/10%EC%9B%94-8%EC%9D%BC-%EB%AF%B8%EA%B5%AD-%EC%A6%9D%EC%8B%9CInsight Timesko2026-10-09T03:15:50.231Z10월 8일 미국 증시, 금리는 내렸는데 반도체는 무너졌다. 문제는 OpenAI의 매출보다 AI 인프라의 투자금 회수였다 https://insightimes.com/articles/%ED%85%8C%EC%8A%AC%EB%9D%BC-fsd-%EC%A4%91%EA%B5%AD%EC%82%B0-18%EB%A7%8C-%EB%8C%80%EB%8A%94-%EC%96%B8%EC%A0%9C-%ED%92%80%EB%A6%B4%EA%B9%8C-%EA%B5%AD%EA%B0%90%EC%97%90%EC%84%9C-%EB%93%9C%EB%9F%AC%EB%82%9C-%EC%A7%84%EC%A7%9C-%EA%B1%B8%EB%A6%BC%EB%8F%8CInsight Timesko2026-10-09T03:01:51.506Z테슬라 FSD, 중국산 18만 대는 언제 풀릴까? 국감에서 드러난 진짜 걸림돌 https://insightimes.com/articles/ai%EC%97%90%EA%B2%8C-%EC%A7%80%EA%B0%91%EC%9D%84-%EB%A7%A1%EA%B8%B0%EB%8A%94-%EC%8B%9C%EB%8C%80-%EB%88%84%EA%B0%80-%EA%B1%B0%EB%9E%98%EB%A5%BC-%ED%86%B5%EC%A0%9C%ED%95%A0%EA%B9%8CInsight Timesko2026-10-08T15:48:18.912ZAI에게 지갑을 맡기는 시대, 누가 거래를 통제할까? https://insightimes.com/articles/chatgpt-%EC%9B%8C%ED%84%B0%EB%A7%88%ED%81%AC-%EB%8B%A8%EC%96%B4-25-%EB%B0%94%EA%BE%B8%EB%A9%B4-%ED%83%90%EC%A7%80%EC%9C%A8-75p-%ED%95%98%EB%9D%BDInsight Timesko2026-10-08T15:47:27.681ZAI가 쓴 글, 이제 들킬까? ChatGPT의 보이지 않는 워터마크와 그 한계 https://insightimes.com/articles/%EB%A6%AC%EC%82%AC-%EC%88%98-%EB%B0%A9%ED%95%9C-hbm4%EB%8A%94-%EC%82%BC%EC%84%B1sk-%EB%93%80%EC%96%BC%EC%86%8C%EC%8B%B1-%ED%8C%8C%EC%9A%B4%EB%93%9C%EB%A6%AC-%EA%B3%84%EC%95%BD%EC%84%9C%EB%8A%94-%EB%82%98%EC%98%A4%EC%A7%80-%EC%95%8A%EC%95%98%EB%8B%A4Insight Timesko2026-10-08T15:46:29.842Z리사 수 방한, HBM4는 삼성·SK 듀얼소싱. 파운드리 계약서는 나오지 않았다 https://insightimes.com/articles/%EC%82%BC%EC%84%B1-107%EC%A1%B0-tsmc-%EB%A7%A4%EC%B6%9C-50-%EC%A6%9D%EA%B0%80Insight Timesko2026-10-08T15:31:32.091Z삼성 107조, TSMC 매출 50% 증가. AI 반도체는 역대급인데 왜 주가는 떨어졌나 https://insightimes.com/en/articles/lumentum-lite-at-$1103-is-optical-networking-priced-inInsight Timesen2026-10-10T07:33:33.911ZNvidia Put $2 Billion Into Lumentum. Optics May Be the Next Bottleneck, but the Stock Has Already Run https://insightimes.com/en/articles/is-the-sp-500-expensive-forward-p-e-fell-to-19-as-ai-chip-earnings-carry-forecasInsight Timesen2026-10-10T07:18:17.809ZYear Five of the Bull Market: Why U.S. Stocks Aren't Expensive Yet, and What AI Chips and Power Must Deliver https://insightimes.com/en/articles/will-the-fed-hike-in-september-162000-jobs-shift-the-oddsInsight Timesen2026-10-10T04:34:08.478ZSeptember or December? The Fed's Next Hike Is About More Than One CPI Print https://insightimes.com/en/articles/is-ai-cutting-entry-level-jobs-19-gap-for-workers-aged-22-25Insight Timesen2026-10-10T04:33:30.577ZWill AI Kill Jobs or Create Them? The Real Risk Is the Vanishing First Job https://insightimes.com/en/articles/why-did-chip-stocks-fall-as-the-sp-500-rose-059-on-oct-9Insight Timesen2026-10-10T01:33:29.489ZS&P 500 Rebounds, but Chip Stocks Stall: Valuation, Not Demand, Likely the Culprit https://insightimes.com/en/articles/why-did-the-nasdaq-fall-125-on-oct-8-as-chips-dropped-339Insight Timesen2026-10-09T03:19:06.474ZRates Fell, Chips Cracked: Wall Street Worries About AI Payback, Not OpenAI Revenue https://insightimes.com/en/articles/amd-hbm4-suppliers-why-lisa-sus-seoul-visit-has-no-foundry-dealInsight Timesen2026-10-08T16:05:10.125ZAMD's Lisa Su Confirms Dual HBM4 Sourcing in Seoul. No Samsung Foundry Deal Yet https://insightimes.com/en/articles/does-chatgpts-text-watermark-work-detection-falls-to-17-after-editsInsight Timesen2026-10-08T16:04:48.197ZCan AI-Written Text Now Be Caught? ChatGPT's Invisible Watermark and Its Limits https://insightimes.com/en/articles/meta-sierra-pap-who-controls-ai-agent-shopping-dealsInsight Timesen2026-10-08T16:04:21.756ZAI Agents Are Getting Wallets. Who Controls the Transaction? https://insightimes.com/en/articles/why-did-samsung-and-tsmc-shares-fall-on-7825-profit-growthInsight Timesen2026-10-08T15:34:58.800ZSamsung Posts 107 Trillion Won Profit, TSMC Sales Jump 50%. Why Did the Shares Fall?