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Is Al momentum starting to cool? BofA weighs in
In a European equity strategy note, BofA said the AI capital expenditure boom has created "a macro and market environment unlike anything investors have seen over the past two decades," lifting margin expectations
blog.naver.com · 2026.06.26
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Al in focus, Iran talks advance - What's moving markets
intelligence sector after President Donald Trump softened his stance on Anthropic following a week of turmoil over Meanwhile, AI-driven demand continues to reshape the semiconductor industry, with SK Hynix overtaking
blog.naver.com · 2026.06.22
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[2026/06/21]Coupang Interview in English
I would like to briefly walk you through my professional journey over the last 20-plus years, focusing on SAP ERP, digital transformation, and AI-driven business innovation.
blog.naver.com · 2026.06.21
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SpaceX’s AI Deficit Widens, Stock Valuation at ‘Half’ on IPO; Korean Media Reports $2 Trillion
SpaceX’s AI Deficit Widens, Stock Valuation at ‘Half’ on IPO; Korean Media Reports $2 Trillion Financial statements released during SpaceX’s IPO operation showed a stock valuation of ‘half’ due to widening AI
blog.naver.com · 2026.05.30
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휴~~~일찍 태어나길 다행이다. ㅎㅎㅎ
AI 시대의 공포?? “공부만 한 바보들이 먼저 망합니다. 구글의 AI '매드팜 2'는 의사 국가고시 상위 1% 성적을 기록했으며.......
blog.naver.com · 2026.05.30
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The Architect’s Dilemma: Weaponized AI, the Illusion of Power, and the Path to True Freedom
era, driven by an unyielding attachment to dominance, I would aggressively pursue absolute control over For if I could weaponize AI to saturate the masses with my desired narratives—executing a global 'gaslighting
blog.naver.com · 2026.05.21
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SK 하이닉스, 나스닥 선택
with the matter said, opting for the technology-heavy bourse to capitalize on investor appetite for AI-linked The company selected Nasdaq over the New York Stock Exchange, said the sources, who declined.......
blog.naver.com · 2026.06.12
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OPIC 공부는 불가능인가 - 260518
대략 6개월 정도 꾸준히 AI OPIC 앱인 스픽을 이용해서 공부 하고 있다. I spent 104husrs over about 3.5 months. 그런데 OPC 실력.......
blog.naver.com · 2026.05.18
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OPIC 공부는 불가능인가 - 260518
대략 6개월 정도 꾸준히 AI OPIC 앱인 스픽을 이용해서 공부 하고 있다. I spent 104husrs over about 3.5 months. 그런데 OPC 실력.
blog.naver.com · 2026.05.18
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2026년 5월 2일
Semiconductors led the gains, soaring over 170% to 31.9 billion dollars, accounting for 37% of total in AI servers.
blog.naver.com · 2026.05.02