https://insightimes.com/articles/%EB%82%98%EC%8A%A4%EB%8B%A5-214-soxx-414-%EC%BD%94%EC%96%B4%EC%9C%84%EB%B8%8C-%EB%B6%80%EC%B1%84-%EB%B6%88%EC%95%88%EC%9D%B4-ai-%EA%B3%B5%EA%B8%89%EB%A7%9D-%EC%A0%84%EC%B2%B4%EB%A1%9C-%EB%B2%88%EC%A7%84-%EA%B8%88%EC%9A%94%EC%9D%BCInsight Timesko2026-10-17T03:49:03.134Z나스닥 -2.14%, SOXX -4.14%… 코어위브 부채 불안이 AI 공급망 전체로 번진 금요일 https://insightimes.com/articles/%EC%BA%90%EC%8B%9C-%EC%9A%B0%EB%93%9C%EC%9D%98-%EC%83%88%EB%A1%9C%EC%9A%B4-%ED%99%A9%EA%B8%88%EA%B8%B0-ai-%ED%98%81%EB%AA%85%EC%9D%80-%EA%B3%A0%EA%B8%88%EB%A6%AC%EC%99%80-%EC%9D%B8%ED%94%8C%EB%A0%88%EC%9D%B4%EC%85%98%EC%9D%84-%EC%9D%B4%EA%B8%B8-%EC%88%98-%EC%9E%88%EC%9D%84%EA%B9%8CInsight Timesko2026-10-16T15:32:06.034Z캐시 우드의 새로운 황금기, AI 혁명은 고금리와 인플레이션을 이길 수 있을까 https://insightimes.com/articles/%EC%A4%91%EA%B5%AD-%EB%B0%98%EB%8F%84%EC%B2%B4%EC%9D%98-%EC%B6%94%EA%B2%A9-%EC%82%BC%EC%84%B1%EC%A0%84%EC%9E%90%EC%99%80-%EB%A7%88%EC%9D%B4%ED%81%AC%EB%A1%A0%EC%9D%98-%EC%8A%88%ED%8D%BC%EC%82%AC%EC%9D%B4%ED%81%B4%EC%9D%80-%EB%81%9D%EB%82%98%EB%8A%94%EA%B0%80Insight Timesko2026-10-16T12:57:32.225Z중국 반도체의 추격, SK하이닉스와 삼성전자의 슈퍼사이클은 어떻게 되나? https://insightimes.com/articles/%EB%AF%B8%EA%B5%AD-%EC%A6%9D%EC%8B%9C-%EB%B0%98%EB%93%B1%EC%9D%80-%EC%8B%9C%EC%9E%91%EB%90%A0%EA%B9%8CInsight Timesko2026-10-16T06:42:00.625Z미국 증시, 반등은 시작될까? 아직 끝나지 않은 AI 조정과 앞으로 2주의 투자 전략 https://insightimes.com/articles/ai%EB%A5%BC-%EC%9E%98-%EC%93%B0%EB%8A%94-%EC%82%AC%EB%9E%8C%EC%9D%80-%EC%99%9C-%EC%A7%81%EC%A0%91-%EA%B3%A0%EC%B9%98%EC%A7%80-%EC%95%8A%EC%9D%84%EA%B9%8CInsight Timesko2026-10-16T06:33:59.579ZAI를 잘 쓰는 사람은 왜 직접 고치지 않을까 https://insightimes.com/articles/ai-%ED%88%AC%EC%9E%90-7000%EC%96%B5-%EB%8B%AC%EB%9F%AC-%EC%B2%A0%EB%8F%84%EC%99%80-%EC%9D%B8%ED%84%B0%EB%84%B7-%EC%97%AD%EC%82%AC%EC%97%90%EC%84%9C-%ED%88%AC%EC%9E%90%EC%9E%90%EB%8A%94-%EB%AC%B4%EC%97%87%EC%9D%84-%EB%B3%B4%EB%82%98Insight Timesko2026-10-16T06:33:47.061ZAI 혁명 4년 차의 흔들림, 진짜 거인은 ‘고속도로’가 깔린 뒤에 탄생한다 https://insightimes.com/articles/081%EC%B4%88%EB%B3%B4%EB%8B%A4-%EC%A4%91%EC%9A%94%ED%95%9C-%EC%88%AB%EC%9E%90%EB%8A%94-2028-%ED%85%8C%EC%8A%AC%EB%9D%BC-%EB%A1%9C%EB%93%9C%EC%8A%A4%ED%84%B0%EA%B0%80-%EB%8B%A4%EC%8B%9C-%EB%B3%B4%EC%97%AC%EC%A4%80-%EA%B2%83Insight Timesko2026-10-16T01:45:17.095Z0.81초보다 중요한 숫자는 2028 테슬라 로드스터가 다시 보여준 것 https://insightimes.com/articles/%EC%95%A4%ED%8A%B8%EB%A1%9C%ED%94%BD-%EB%93%9C%EB%94%94%EC%96%B4-%ED%9D%91%EC%9E%90-%EB%83%88%EB%8A%94%EB%8D%B0-%ED%88%AC%EC%9E%90%EC%9E%90%EB%93%A4%EC%9D%80-%EC%99%9C-%EB%B6%88%EC%95%88%ED%95%B4%ED%95%A0%EA%B9%8CInsight Timesko2026-10-15T23:41:14.286Z앤트로픽, 드디어 흑자 냈는데 투자자들은 왜 불안해할까 https://insightimes.com/articles/%EC%BD%94%EC%96%B4%EC%9C%84%EB%B8%8C-%ED%9A%8C%EC%82%AC%EC%B1%84-%ED%8F%AD%EB%9D%BDInsight Timesko2026-10-15T23:41:05.384Z코어위브 회사채 폭락, AI 버블의 경고음은 주식이 아닌 채권에서 먼저 울렸다 https://insightimes.com/en/articles/why-did-the-nasdaq-fall-214-and-soxx-414-on-coreweave-debt-fearsInsight Timesen2026-10-17T04:02:26.586ZNasdaq Falls 2.14%, SOXX Drops 4.14% as CoreWeave Debt Fears Spread Across the AI Supply Chain https://insightimes.com/en/articles/cathie-woods-ark-golden-age-thesis-can-ai-beat-375-400-ratesInsight Timesen2026-10-16T15:32:42.789ZCathie Wood's New Golden Age: Can the AI Boom Beat High Rates and Inflation? https://insightimes.com/en/articles/micron-sk-hynix-samsung-can-chinas-cxmt-end-the-memory-boomInsight Timesen2026-10-16T13:02:49.944ZChina's DRAM Push Tests the Memory Supercycle for SK hynix, Samsung and Micron https://insightimes.com/en/articles/is-the-ai-stock-pullback-the-end-$700-billion-capex-and-the-j-curveInsight Timesen2026-10-16T07:02:55.187ZYear Four of the AI Revolution: The Real Winners May Emerge After the Highway Is Built https://insightimes.com/en/articles/why-do-good-ai-users-avoid-editing-output-by-hand-3-habits-that-backfireInsight Timesen2026-10-16T07:02:18.700ZWhy the Best AI Users Don't Fix the Output Themselves https://insightimes.com/en/articles/is-the-ai-stock-selloff-over-dow-108-nasdaq-flat-chips-slideInsight Timesen2026-10-16T06:45:54.571ZStocks Bounce, but the AI Selloff May Not Be Over: A Two-Week Playbook https://insightimes.com/en/articles/tesla-roadster-2028-does-the-081-second-demo-matter-for-tslaInsight Timesen2026-10-16T02:00:43.594ZThe Number That Matters More Than 0.81 Seconds: 2028 and Tesla's Roadster https://insightimes.com/en/articles/why-did-coreweave-bonds-fall-below-80-and-yield-near-15Insight Timesen2026-10-15T23:49:13.881ZCoreWeave's Bond Slide Is the First AI Warning, and It Came From Credit, Not Stocks https://insightimes.com/en/articles/why-is-anthropics-$168b-quarter-making-investors-nervous-before-an-ipoInsight Timesen2026-10-15T23:48:29.723ZAnthropic Posts a Profit, but Investors Are Uneasy About the $2 Trillion Question