https://insightimes.com/articles/%EB%8B%A4%EC%9A%B0-3-%EA%B8%89%EB%93%B1%ED%96%88%EB%8A%94%EB%8D%B0-%EB%B0%98%EB%8F%84%EC%B2%B4%EB%8A%94-%ED%8F%AD%EB%9D%BD%ED%96%88%EB%8B%A4Insight Timesko2026-11-04T23:20:26.005Z다우 3% 급등했는데 반도체는 폭락했다. 미국 증시가 AI 기업을 다시 평가하기 시작했다 https://insightimes.com/articles/%ED%85%8C%EC%8A%AC%EB%9D%BC-fsd-%EA%B5%AC%EB%8F%85-1000%EB%A7%8C-%EB%AA%85%EC%9D%B4%EB%A9%B4-%EC%98%81%EC%97%85%EC%9D%B4%EC%9D%B5-99%EC%96%B5-%EB%8B%AC%EB%9F%AC%EC%9D%BC%EA%B9%8CInsight Timesko2026-11-04T16:42:08.261Z삼성증권이 계산한 테슬라의 미래는 놀랍다. 여기에 스페이스X까지 합쳐진다면? https://insightimes.com/articles/%ED%85%8C%EC%8A%AC%EB%9D%BC-%EC%A3%BC%EA%B0%80-4-%ED%95%98%EB%9D%BD-%EB%AF%BC%EC%A3%BC%EB%8B%B9-%EC%9D%98%ED%9A%8C-%EC%9E%A5%EC%95%85%EC%97%90-%EC%9E%A5%EA%B8%B0%ED%88%AC%EC%9E%90-%EC%A0%91%EC%96%B4%EC%95%BC-%ED%95%98%EB%82%98Insight Timesko2026-11-04T11:53:15.668Z민주당이 이겼다고 테슬라의 미래까지 진 것은 아니다 https://insightimes.com/articles/%ED%87%B4%EA%B7%BC%ED%95%B4%EB%8F%84-%EC%9D%BC%ED%95%98%EB%8A%94-ai%EA%B0%80-%EB%93%B1%EC%9E%A5%ED%96%88%EB%8B%A4Insight Timesko2026-11-04T08:43:29.993Z퇴근해도 일하는 AI가 등장했다. 스노우플레이크가 바꾸려는 직장인의 아침 https://insightimes.com/articles/%EB%B0%94%EC%9D%B4%EB%91%90-apollo-world-%ED%95%98%EB%A3%A8-10%EB%A7%8C-km-%ED%85%8C%EC%8A%AC%EB%9D%BC%EC%9B%A8%EC%9D%B4%EB%AA%A8%EC%99%80-%EB%AD%90%EA%B0%80-%EB%8B%A4%EB%A5%B8%EA%B0%80Insight Timesko2026-11-04T01:46:17.826Z바이두는 하루 10만 km를 가상으로 달린다. 테슬라와 웨이모의 경쟁은 어떻게 달라질까? https://insightimes.com/articles/%ED%86%B0%EC%8A%A8%EB%A1%9C%EC%9D%B4%ED%84%B0-3%EB%B6%84%EA%B8%B0-%EB%A7%A4%EC%B6%9C-10-%EB%8A%98%EC%97%88%EB%8A%94%EB%8D%B0-%EC%A3%BC%EA%B0%80%EB%8A%94-%EC%99%9C-%EB%82%B4%EB%A0%B8%EB%82%98Insight Timesko2026-11-04T01:45:55.222ZAI로 매출 10% 늘었는데 주가는 하락, 톰슨로이터가 보여준 소프트웨어 투자의 함정 https://insightimes.com/articles/amd-%EC%9E%89%EC%97%AC%ED%98%84%EA%B8%88%ED%9D%90%EB%A6%84-64-%EA%B0%90%EC%86%8C-%EB%8D%B0%EC%9D%B4%ED%84%B0%EC%84%BC%ED%84%B0-%EB%A7%A4%EC%B6%9C-97-%EB%8A%98%EC%97%88%EB%8A%94%EB%8D%B0-%EC%99%9CInsight Timesko2026-11-03T22:19:52.500ZAMD 데이터센터 매출 97% 폭증, 그런데 현금흐름은 왜 64% 줄었을까? 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/en/articles/snowflake-snow-always-on-ai-coworker-what-do-coco-and-cowork-mean-for-investorsInsight Timesen2026-11-04T15:03:20.101ZSnowflake's AI Coworker Works Overnight. The Bigger Shift Is in How Companies Pay for It https://insightimes.com/en/articles/why-did-tesla-fall-4-premarket-after-the-midterms-and-does-it-matterInsight Timesen2026-11-04T15:02:55.193ZDemocrats Won Congress. That Doesn't Settle Tesla's Future https://insightimes.com/en/articles/why-did-thomson-reuters-tri-stock-fall-despite-10-ai-revenue-growthInsight Timesen2026-11-04T01:48:09.795ZThomson Reuters Grew 10% on AI, but the Stock Fell. Here Is the Trap https://insightimes.com/en/articles/baidu-apollo-world-100000-km-a-day-and-what-it-means-for-tesla-and-waymoInsight Timesen2026-11-04T01:47:44.836ZBaidu Can Simulate 100,000 km a Day. What Does That Mean for Tesla and Waymo? https://insightimes.com/en/articles/amd-q3-data-center-revenue-up-97-so-why-is-fcf-down-64Insight Timesen2026-11-03T22:32:42.415ZAMD's Data Center Revenue Jumped 97%. Why Did Free Cash Flow Fall 64%? 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