https://insightimes.com/articles/%EB%A9%94%ED%83%80%EB%8A%94-%EC%99%9C-950%EC%96%B5%EB%8B%AC%EB%9F%AC%EC%9D%98-%EC%A3%BC%EC%8B%9D-%EB%B0%9C%ED%96%89%EC%9D%84-%EC%B6%94%EC%A7%84%ED%95%A0%EA%B9%8CInsight Timesko2026-10-27T02:09:08.259Z메타는 왜 950억달러의 주식 발행을 추진할까? https://insightimes.com/articles/ai%EA%B0%80-%EB%B0%98%EB%8F%84%EC%B2%B4%EB%A5%BC-%EC%84%A4%EA%B3%84%ED%95%9C%EB%8B%A4-%EC%97%94%EB%B9%84%EB%94%94%EC%95%84%EC%99%80-%EC%BC%80%EC%9D%B4%EB%8D%98%EC%8A%A4%EA%B0%80-%EC%8B%9C%EC%9E%91%ED%95%9C-%EC%83%88%EB%A1%9C%EC%9A%B4-%EA%B2%BD%EC%9F%81Insight Timesko2026-10-27T02:09:02.738ZAI가 반도체를 설계한다, 엔비디아와 케이던스가 시작한 새로운 경쟁 https://insightimes.com/articles/%EC%95%A4%ED%8A%B8%EB%A1%9C%ED%94%BD%EC%9D%B4-%EC%83%81%EC%9E%A5%EC%84%9C%EB%A5%98%EC%97%90-%EC%A0%81%EC%96%B4%EB%82%B8-%EC%9C%84%ED%97%98-ai%EA%B0%80-%EB%B9%84%EB%B0%80%EB%B2%88%ED%98%B8%EB%A5%BC-%EC%B0%BE%EC%95%84%EB%83%88%EA%B3%A0-%EB%A7%A4%EC%B6%9C%EC%9D%98-%EC%A0%88%EB%B0%98%EC%9D%80-%EB%B9%85%ED%85%8C%ED%81%AC%EB%A5%BC-%EA%B1%B0%EC%B3%A4%EB%8B%A4Insight Timesko2026-10-27T02:08:51.782Z앤트로픽이 상장서류에 적어낸 위험 : AI가 비밀번호를 찾아냈고, 매출의 절반은 빅테크를 거쳤다 https://insightimes.com/articles/%EC%95%A4%ED%8A%B8%EB%A1%9C%ED%94%BD-ipo-%EC%84%9C%EB%A5%98%EC%97%90-soxx-285-%EA%B8%89%EB%93%B1-%EB%A9%94%ED%83%80%EB%8A%94-%EC%99%9C-%EB%B6%80%EB%8B%B4%EC%9D%B8%EA%B0%80Insight Timesko2026-10-26T23:42:50.084Z앤트로픽 IPO에 반도체 급등, 테슬라 +5.21% - AI에 돈 쓰는 기업은 왜 엇갈렸나 https://insightimes.com/articles/sp-500-%EC%9D%B4%EC%9D%B5%EC%A6%9D%EA%B0%80%EC%9D%98-34%EA%B0%80-%EB%91%90-%ED%9A%8C%EC%82%AC-%EB%AA%AB%EC%9D%B4%EB%8B%A4ai%EB%8A%94-%EC%95%84%EC%A7%81-%EC%82%AC%EB%8A%94-%EC%AA%BD%EB%B3%B4%EB%8B%A4-%ED%8C%8C%EB%8A%94-%EC%AA%BD%EC%9D%B4-%EB%B2%88%EB%8B%A4Insight Timesko2026-10-26T14:41:41.066ZS&P 500 이익증가의 34%가 두 회사 몫이다…AI는 아직 ‘사는 쪽’보다 ‘파는 쪽’이 번다 https://insightimes.com/articles/%EA%B5%AC%EA%B8%80-%ED%81%B4%EB%9D%BC%EC%9A%B0%EB%93%9C-82-%EC%84%B1%EC%9E%A5%EC%97%90%EB%8F%84-%EC%9E%89%EC%97%AC%ED%98%84%EA%B8%88%ED%9D%90%EB%A6%84%EC%9D%B4-586%EC%96%B5%EB%8B%AC%EB%9F%AC%EC%9D%B8-%EC%9D%B4%EC%9C%A0%EB%8A%94Insight Timesko2026-10-26T14:41:28.533ZAI 클라우드는 82% 성장했다. 그런데 구글의 현금흐름은 마이너스였다 https://insightimes.com/articles/%EC%95%A4%EC%8A%A4%EB%A1%9C%ED%94%BD-ipo%EA%B0%80-%EB%93%9C%EB%9F%AC%EB%82%B8-ai-%ED%88%AC%EC%9E%90%EC%9D%98-%EB%8B%A4%EC%9D%8C-%EC%A7%88%EB%AC%B8-%EB%A7%A4%EC%B6%9C%EC%9D%80-%ED%8F%AD%EB%B0%9C%ED%95%9C%EB%8B%A4-%EC%9D%B4%EC%9D%B5%EC%9D%80-%EB%88%84%EA%B0%80-%EA%B0%80%EC%A0%B8%EA%B0%80%EB%8A%94%EA%B0%80Insight Timesko2026-10-26T13:57:54.946Z앤스로픽 IPO가 드러낸 AI 투자의 다음 질문 : 매출은 폭발한다. 이익은 누가 가져가는가 https://insightimes.com/articles/%ED%85%8C%EC%8A%AC%EB%9D%BC%EB%8A%94-%EC%99%9C-%EA%B8%89%EB%93%B1%ED%96%88%EC%9D%84%EA%B9%8C-%EB%B0%94%ED%81%B4%EB%A0%88%EC%9D%B4%EC%8A%A4%EA%B0%80-450%EB%8B%AC%EB%9F%AC%EB%A5%BC-%EC%A0%9C%EC%8B%9C%ED%95%9C-%EC%9D%B4%EC%9C%A0Insight Timesko2026-10-26T13:57:47.663Z테슬라는 왜 급등했을까? 바클레이스가 450달러를 제시한 이유 https://insightimes.com/articles/ai-%EB%B0%98%EB%8F%84%EC%B2%B4%EB%A1%9C-%EB%B2%88-%EB%8F%88-16%EC%A1%B0%EC%9B%90-sk%ED%95%98%EC%9D%B4%EB%8B%89%EC%8A%A4%EB%8A%94-%EC%A3%BC%EC%A3%BC%EC%97%90%EA%B2%8C-%EB%8F%8C%EB%A0%A4%EC%A4%84%EA%B9%8CInsight Timesko2026-10-26T11:25:32.022ZAI 반도체로 번 돈 16조원, SK하이닉스는 주주에게 돌려줄까? https://insightimes.com/articles/%ED%85%8C%EC%8A%AC%EB%9D%BC%EB%8A%94-ai-%ED%88%AC%EC%9E%90%EB%B9%84%EB%A5%BC-50%EC%96%B5%EB%8B%AC%EB%9F%AC-%EC%9D%B4%EC%83%81-%EC%A4%84%EC%98%80%EB%8B%A4-%EC%A2%8B%EC%9D%80-%EC%9D%BC%EC%9D%BC%EA%B9%8C-%EB%82%98%EC%81%9C-%EC%9D%BC%EC%9D%BC%EA%B9%8CInsight Timesko2026-10-26T11:16:06.707Z테슬라는 AI 투자비를 50억달러 이상 줄였다. 좋은 일일까, 나쁜 일일까? https://insightimes.com/articles/%EC%95%84%EB%A7%88%EC%A1%B4%EC%9D%80-%EC%97%94%EB%B9%84%EB%94%94%EC%95%84%EC%9D%98-gpu%EB%B3%B4%EB%8B%A4-%EB%A8%BC%EC%A0%80-cuda%EC%9D%98-%EA%B2%BD%EC%9F%81%EC%9A%B0%EC%9C%84%EB%A5%BC-%EB%AC%B4%EB%84%88%EB%9C%A8%EB%A6%AC%EB%A0%A4-%ED%95%9C%EB%8B%A4Insight Timesko2026-10-26T11:05:18.672Z아마존은 엔비디아의 GPU보다 먼저 CUDA의 경쟁우위를 무너뜨리려 한다 https://insightimes.com/articles/%EB%A8%B8%EC%8A%A4%ED%81%AC%EB%8A%94-400%EC%96%B5%EB%8B%AC%EB%9F%AC%EB%A5%BC-%EB%B9%8C%EB%A0%B8%EB%8B%A4-%EA%B7%B8%EB%9F%B0%EB%8D%B0-ai-%ED%81%B4%EB%9D%BC%EC%9A%B0%EB%93%9C-%EA%B8%B0%EC%97%85%EB%93%A4%EC%9D%80-%ED%8C%8C%EC%82%B0%ED%95%A0-%EC%88%98-%EC%9E%88%EB%8B%A4%EA%B3%A0-%EA%B2%BD%EA%B3%A0%ED%96%88%EB%8B%A4Insight Timesko2026-10-26T10:55:17.719Z머스크는 400억달러를 빌렸다. 그런데 AI 클라우드 기업들은 파산할 수 있다고 경고했다 https://insightimes.com/articles/%EC%A4%91%EA%B0%84%EC%84%A0%EA%B1%B0-8%EC%9D%BC-%EC%95%9E%EB%91%94-%ED%8A%B8%EB%9F%BC%ED%94%84-%EC%9D%B4%EB%9E%80%EA%B3%BC-%ED%98%91%EC%83%81%ED%95%A0%EA%B9%8C-%EB%8B%A4%EC%8B%9C-%EA%B3%B5%EA%B2%A9%ED%95%A0%EA%B9%8CInsight Timesko2026-10-25T23:10:41.241Z중간선거 코 앞에 둔 트럼프, 이란과 협상할까 다시 공격할까? https://insightimes.com/articles/%EC%9D%B4%EB%B2%88-%EC%A3%BC-%EC%9B%94%EA%B0%80%EC%9D%98-%EC%A7%88%EB%AC%B8%EC%9D%80-%ED%95%98%EB%82%98-ai%EC%97%90-%EC%93%B4-%EB%8F%88%EC%9D%80-%EC%96%B8%EC%A0%9C-%EB%8F%8C%EC%95%84%EC%98%A4%EB%8A%94%EA%B0%80Insight Timesko2026-10-25T22:38:26.308Z이번 주 월가의 질문은 하나, AI에 쓴 돈은 언제 돌아오는가? https://insightimes.com/articles/ai%EC%97%90-%EB%8F%88%EC%9D%84-%EC%8F%9F%EC%95%84%EB%B6%93%EB%8A%94-%EC%8B%9C%EB%8C%80-%EC%9D%B4%EC%A0%9C-%EB%88%84%EA%B0%80-%EA%B7%B8-%EB%8F%88%EC%9D%84-%ED%9A%8C%EC%88%98%ED%95%A0-%EA%B2%83%EC%9D%B8%EA%B0%80Insight Timesko2026-10-25T14:36:20.279ZAI에 돈을 쏟아붓는 시대, 이제 누가 그 돈을 회수할 것인가 https://insightimes.com/articles/ai-%EB%B0%98%EB%8F%84%EC%B2%B4%EB%8A%94-%ED%98%B8%ED%99%A9%EC%9D%B8%EB%8D%B0-%EC%99%9C-%EC%9B%94%EA%B0%80%EB%8A%94-%EB%B6%88%EC%95%88%ED%95%B4%ED%95%A0%EA%B9%8CInsight Timesko2026-10-25T14:36:13.834ZAI 반도체는 호황인데, 왜 월가는 불안해할까? https://insightimes.com/en/articles/anthropic-s-1-risks-why-did-47-of-revenue-come-via-aws-and-google-cloudInsight Timesen2026-10-27T02:17:54.850ZAnthropic's IPO Filing Flags Two Risks: An AI That Found Passwords, and Revenue Routed Through Big Tech https://insightimes.com/en/articles/cadence-cdns-maestro-and-nvidia-can-ai-chip-design-strengthen-edaInsight Timesen2026-10-27T02:17:35.756ZAI Now Designs Chips: Nvidia and Cadence Open a New Race in EDA https://insightimes.com/en/articles/why-is-meta-planning-a-$95-billion-stock-issuance-for-aiInsight Timesen2026-10-27T02:17:17.028ZWhy Is Meta Planning Up to $95 Billion in Stock Issuance? https://insightimes.com/en/articles/why-did-soxx-rise-285-while-meta-fell-188-on-the-anthropic-ipoInsight Timesen2026-10-26T23:48:22.785ZAnthropic IPO Filing Lifts Chips, Tesla Jumps 5.21%: Why AI Spenders and Earners Split https://insightimes.com/en/articles/alphabet-free-cash-flow-turned-negative-despite-82-cloud-growth-what-to-watchInsight Timesen2026-10-26T14:47:35.295ZAI Cloud Grew 82%. Alphabet's Free Cash Flow Was Negative. https://insightimes.com/en/articles/nvidia-and-micron-drive-34-of-sp-500-earnings-growth-who-profits-from-aiInsight Timesen2026-10-26T14:47:16.011ZTwo Companies Drive 34% of S&P 500 Earnings Growth as AI Pays Sellers First https://insightimes.com/en/articles/why-did-tesla-stock-jump-barclays-$450-target-209-upsideInsight Timesen2026-10-26T14:03:20.866ZWhy Tesla Jumped: Barclays Sets a $450 Target on SpaceX Merger Hopes https://insightimes.com/en/articles/anthropic-s-1-$163b-revenue-who-keeps-the-ai-profitInsight Timesen2026-10-26T14:03:01.470ZAnthropic's IPO Filing Raises the Next AI Question: Who Keeps the Profit? https://insightimes.com/en/articles/spacex-$40-billion-gpu-debt-why-are-neoclouds-at-riskInsight Timesen2026-10-26T11:33:09.851ZMusk Borrowed $40 Billion for GPUs. He Also Warned AI Cloud Firms Could Go Bust https://insightimes.com/en/articles/can-amazon-torchneuron-weaken-nvidias-cuda-moat-on-trainiumInsight Timesen2026-10-26T11:32:54.073ZAmazon Targets Nvidia's CUDA Moat Before Its GPUs https://insightimes.com/en/articles/tesla-capex-cut-over-$5-billion-good-or-bad-for-its-ai-plansInsight Timesen2026-10-26T11:32:40.007ZTesla Cut Its Capex Guide by $5 Billion. Good News or Bad? https://insightimes.com/en/articles/sk-hynix-16-trillion-won-special-dividend-what-does-it-meanInsight Timesen2026-10-26T11:32:21.002ZSK hynix Weighs a 16 Trillion Won Special Dividend on Top of a Buyback https://insightimes.com/en/articles/trump-iran-and-hormuz-why-is-brent-at-$11672-before-the-midtermsInsight Timesen2026-10-25T23:17:51.874ZEight Days From the Midterms, Trump Weighs an Iran Deal Against More Strikes https://insightimes.com/en/articles/fed-microsoft-alphabet-amazon-when-will-ai-spending-pay-offInsight Timesen2026-10-25T23:00:15.356ZWall Street's Question This Week: When Does the Money Spent on AI Come Back? https://insightimes.com/en/articles/why-is-wall-street-nervous-about-the-ai-chip-boom-metas-$212b-free-cash-flowInsight Timesen2026-10-25T14:47:07.602ZAI Chip Boom Rolls On, but Wall Street Wants to See the Cash https://insightimes.com/en/articles/will-ai-stocks-pay-off-in-2027-sp-500-earnings-up-295-beats-thinInsight Timesen2026-10-25T14:46:49.746ZAfter the AI Spending Boom, Who Gets the Money Back?