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Why Nvidia's $500bn investment mobilization is a positive for the stock
artificial-intelligence infrastructure is a positive for the chipmaker’s shares because it could ease concerns over from six institutional partners to create independent compute financing platforms that could invest in AI
blog.naver.com · 2026.08.16
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[HARFKO Inside] Solstice Advanced Materials Korea
Presenting sustainable HFO solutions ranging from AI data centers to industrial high-temperature heat Drawing on over a century of expertise in chemistry and materials science, the company provides innovative
blog.naver.com · 2026.08.14
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14094. The Era of Turning Points, Youth Demanding Suffrage (3_3)
That is why using AI allows us to secure far more knowledge. But teaching knowledge is over now, so what should schools be doing today?
blog.naver.com · 2026.07.22
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SpaceX shares soar 11% as Wall Street bets on Musk's 'real-world' Al ambitions
Wall Street endorsement of its artificial-intelligence capabilities and renewed investor enthusiasm over research note from Morgan Stanley arguing that public markets are severely underestimating SpaceX’s AI
blog.naver.com · 2026.08.12
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44.테크윙(260805)
매출 구조는 ①신규 장비 판매 ②C.O.K(Change Over Kit)·TIB 등 소모성 부품 ③유지보수로 구성되며, 장비 설치 후 지속적인 부품 교체 수요가 발생해 반복매출 구조를 AI 발 데이터센터 건설 수요로 인해 HBM 수요는 지속될 전망이며, 최근 국제반도체장비재료협회(Semi)에.......
blog.naver.com · 2026.08.05
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챗봇이 투자를 잘 한다고? 결국 매수 후 보유 장기 투자가 승리한다
이 글은 Moneywise의 "Think you can outsmart the market by letting AI pick stocks for you? Not so fast — a new study says any advantage ‘disappears’ over the long haul"을 번역해 옮긴 것으로, AI와 주식 투자에
blog.naver.com · 2026.07.18
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균열의 실리콘밸리 - 급부상한 중국 오픈 AI 모델, 규제냐 수용이냐
간단 브리핑 이 글은 Rest of World의 "Why Silicon Valley is divided over China’s powerful, cheap AI models"을 번역해
blog.naver.com · 2026.08.05
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이재명 대통령, 29일 호남 반도체 등 '3대 메가프로젝트' 발표... "2000조 규모"President Lee Jae Myung Unveils 2,000 Trillion Won
발표... "2000조 규모" President Lee Jae Myung Unveils 2,000 Trillion Won Mega Projects in Semiconductors, AI 반도체 클러스터, 데이터 센터 및 물리적 AI 개발 President Lee Jae Myung Unveils Sem.......
blog.naver.com · 2026.06.30
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2026.7.25 - 4% 코앞에 둔 국고 3년…다음주 국제유가 주시
Locked in a Cycle of Escalation Plus, the White House Correspondents’ Association dinner got a do-over and companies have begun pumping the brakes on AI spending.
blog.naver.com · 2026.07.24
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SpaceX Just Changed the Rules for Every Future IPO. The Market is Now Eyeing These 2 Upcoming IPOs.
Sushree Mohanty Sat, July 4, 2026 at 2:30 AM GMT The first half of 2026 is over, and nothing has sparked that demand for next-generation artificial intelligence (AI) companies remains exceptionally strong.
blog.naver.com · 2026.07.04
