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/articles/sp500-%ED%95%98%EB%9D%BD-%EC%A2%85%EB%AA%A9-73-%EC%A7%80%EC%88%98%EB%8A%94-%EC%99%9C-022%EB%A7%8C-%EB%B9%A0%EC%A1%8C%EB%82%98Insight Timesko2026-10-08T01:16:34.208ZS&P500은 0.22% 내렸지만 시장의 73%는 하락했다 https://insightimes.com/articles/%EB%B2%84%EB%A6%AC%EB%8A%94-%EB%98%90-ai-%EB%B2%84%EB%B8%94%EC%9D%84-%EB%A7%90%ED%95%9C%EB%8B%A4-%EC%9D%B4%EB%B2%88%EC%97%94-%EA%B0%80%EA%B2%A9%EC%9D%B4-%EC%95%84%EB%8B%88%EB%9D%BC-%EB%8C%80%EC%B0%A8%EB%8C%80%EC%A1%B0%ED%91%9C%EB%8B%A4Insight Timesko2026-10-07T17:47:13.198Z버리는 또 AI 버블을 말한다. 이번엔 ‘가격’이 아니라 ‘대차대조표’다 https://insightimes.com/articles/ai-%EC%88%98%ED%95%99%EC%98%AC%EB%A6%BC%ED%94%BC%EC%95%84%EB%93%9C-35%EC%A0%90-%EC%A0%95%EB%8B%B5%EB%B3%B4%EB%8B%A4-%EC%A6%9D%EB%AA%85%EC%9D%B4-%EC%99%9C-%EC%A4%91%EC%9A%94%ED%95%9C%EA%B0%80Insight Timesko2026-10-07T17:46:24.926ZAI가 수학을 본격적으로 풀기 시작했다. 그런데 진짜 놀라운 건 ‘정답’이 아니다 https://insightimes.com/articles/%ED%85%8C%EC%8A%AC%EB%9D%BC-fsd-%EC%8A%B9%EC%9D%B8%EA%B5%AD-%EC%9D%B8%EA%B5%AC-126-eu-%EC%A0%84%EC%B2%B4-%EC%8A%B9%EC%9D%B8%EA%B9%8C%EC%A7%80-%EC%96%BC%EB%A7%88%EB%82%98-%EB%82%A8%EC%95%98%EB%82%98Insight Timesko2026-10-07T14:46:38.069Z독일이 테슬라 FSD의 조속한 EU 승인을 지지했다 - 유럽 확산의 다음 관문이 열리나 https://insightimes.com/articles/ai%EB%8A%94-%EB%94%94%ED%94%8C%EB%A0%88%EC%9D%B4%EC%85%98-%EA%B8%B0%EC%88%A0%EC%9D%B4-%EC%95%84%EB%8B%88%EB%9D%BC-%EB%8B%B9%EB%B6%84%EA%B0%84-%EC%9D%B8%ED%94%8C%EB%A0%88%EC%9D%B4%EC%85%98-%EC%82%B0%EC%97%85%EC%9D%BC-%EC%88%98-%EC%9E%88%EB%8B%A4Insight Timesko2026-10-07T13:31:36.202ZAI는 디플레이션 기술이 아니라 당분간 인플레이션 산업일 수 있다 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? https://insightimes.com/en/articles/why-did-73-of-sp-500-stocks-fall-on-a-022-index-dropInsight Timesen2026-10-08T01:19:45.095ZS&P 500 Slips 0.22%, but 73% of the Market Fell https://insightimes.com/en/articles/can-ai-do-real-math-alphaproof-lean-and-35-imo-pointsInsight Timesen2026-10-07T17:51:05.252ZAI Is Starting to Solve Real Math. The Answers Are Not the Surprise https://insightimes.com/en/articles/is-michael-burry-right-about-an-ai-bubble-the-$3-trillion-commitments-caseInsight Timesen2026-10-07T17:50:40.639ZBurry's AI Bubble Warning Moves From Prices to the Balance Sheet https://insightimes.com/en/articles/tesla-fsd-europe-what-do-8-approvals-mean-for-revenueInsight Timesen2026-10-07T14:50:12.674ZTesla's FSD Clears Eight European Countries. The Number That Matters Now Is Paid Conversion https://insightimes.com/en/articles/will-ai-spending-raise-rates-imf-sees-a-demand-shock-firstInsight Timesen2026-10-07T13:35:01.569ZAI May Be an Inflationary Industry Before It Is a Deflationary Technology