경제 뉴스: 28 7월 2025 - 21 9월 2025

Shockwaves in 5G: SpaceX’s $17 Billion Spectrum Coup, EU Nixes ‘Big Tech Tax’, Trump’s 5G Surprise
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5G에 충격파: 스페이스X의 170억 달러 스펙트럼 대박, EU ‘빅테크세’ 거부, 트럼프의 5G 깜짝 발표

주요 사실 주파수 및 네트워크 구축 가속화 대규모 주파수 방출: 각국 정부는 4G/5G 확장을 촉진하기 위해 새로운 주파수를 공격적으로 개방하고 있습니다. 영국에서는 규제기관 Ofcom이 역대 최대 규모의 모바일 주파수 경매를 시작하여, 고밀도 도심 지역에서 사용할 수 있도록 5.4 GHz의 mmWave 주파수를 제공하고 있습니다
9월 22, 2025
Crypto Shockwaves: Bitcoin Near $119K, White House “Regulatory Bible”, and Altcoin Turmoil – July 29-30, 2025 Roundup
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암호화폐 충격파: 비트코인 11만 9천 달러 근접, 백악관 ‘규제 바이블’, 알트코인 혼란 – 2025년 7월 29~30일 요약

비트코인은 2025년 7월 29~30일에 약 $118,000~$119,000에서 거래되었으며, 이는 이달 중순 기록한 사상 최고가 $123,230보다 약 4% 낮은 수준입니다. 백악관은 2025년 7월 30일에 디지털 자산을 위한 “규제 바이블”로 불리는 암호화폐 정책 보고서를 발표했으며, 여기에는 스테이블코인 감독, 암호화폐 기업의 은행 접근성, 세금 정책 명확화,
9월 21, 2025
Big Tech’s AI Blowout Fuels $500 Billion Stock Surge – Global Roundup (July 30–31, 2025)
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빅테크의 AI 대성공, 5,000억 달러 주가 급등 촉진 – 글로벌 요약 (2025년 7월 30~31일)

2025년 7월 30일 장 마감 후, 마이크로소프트는 8%, 메타는 9% 상승하며, AI 투자 효과로 시가총액이 거의 4,400억 달러 증가했다. 마이크로소프트 애저 클라우드 매출은 전년 대비 39% 증가해 약 35%라는 예상치를 상회했으며, Copilot 도구의 월간 사용자는 1억 명을 돌파했다. 메타는 AI 기반 광고
9월 13, 2025
Bitcoin Slumps on Tariff Shock, SEC’s “Project Crypto” Spurs Bold Shift – Crypto Roundup (July 31–Aug 1, 2025)
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관세 충격에 비트코인 급락, SEC ‘프로젝트 크립토’가 대담한 변화 촉진 – 크립토 요약 (2025년 7월 31일~8월 1일)

비트코인 가격은 8월 1일 116,000달러선 아래로 하락했고, 글로벌 위험 회피와 신규 관세 소식으로 암호화폐 전체 가치가 6.6% 하락했다. 도널드 트럼프 대통령이 발표한 신규 관세는 15~20%로, 8월 1일부터 시행되어 물가 우려를 촉발했다. 주요 암호화폐의 24시간 레버리지 포지션이 약 $629 million 청산됐다. 비트코인은 $115,000–$121,000
8월 2, 2025
AI Stocks Skyrocket to Record Highs as CEO Shakeups, $4 Trillion Milestones, and Big Tech Bets Stun Wall Street

AI 주식, CEO 교체·4조 달러 돌파·빅테크 베팅에 힘입어 사상 최고치 경신…월가 충격

AI 순수 플레이어에 주목: C3.ai, SoundHound, BigBear.ai 테크 거인들, AI에 배팅 강화 알파벳(GOOGL) – 구글의 모회사인 알파벳은 이번 주 2분기 실적을 대폭 상회하며 시장을 새로운 고점으로 끌어올렸습니다. 알파벳은 AI에 대한 대규모 투자가 결실을 맺고 있음을 확인했습니다. 구글 클라우드 부문의 매출이 지난 분기
7월 28, 2025

Technology News

  • Microsoft Unleashes Full Screen Experience to All Windows 11 Gaming Handhelds
    November 23, 2025, 1:06 AM EST. Microsoft has expanded the Full Screen Experience (FSE) from the Asus ROG Xbox Ally X to all current Windows 11 gaming handhelds, including the Lenovo Legion Go, MSI Claw 8 AI+, and AYANEO devices. The feature, which streamlines Windows for gaming by booting into a consolidated interface that gathers titles from stores like Windows Store, Steam, Epic Games, and Battle.net, can be tested via the Xbox/Windows Insider program. Early users can expect a streamlined UI, faster access to games, and reduced reliance on the Start menu. While some enthusiasts previously forced enablement via registry tweaks on version 25H2, the official expansion marks a broader adoption. The move mirrors concepts like Big Picture Mode and may pave the way for broader form-factor testing beyond handhelds, including home theater PCs.
  • Could Windows 11 Phone Shell Be Next? Xbox XFSE, Widgets, and ARM Windows
    November 23, 2025, 1:04 AM EST. Is the dream of a Windows 11 Phone Full Screen Experience really crazy? The article revisits the Xbox Full Screen Experience (XFSE) and nostalgia for Windows Media Center, and asks whether Windows 11 could become a sofa-friendly, TV-like UI controlled by an Xbox controller or remote. It notes that XFSE sits atop Windows, with limited apps today, but hints at future quick access to Netflix and web apps within the Xbox shell. The piece imagines a Start Menu Full Screen Experience, an expanded Windows 11 Widgets surface, and a more open mobile launcher concept. It also ties this to Windows on Arm, Copilot+ on PC, and the Snapdragon X Elite era, arguing that ARM-native Windows could power a new generation of Windows-powered devices. Not crazy, just plausible.
  • Ceva Stock Slumps on Dilution Fears After $19.50 Secondary Offering
    November 23, 2025, 1:00 AM EST. Shares of Ceva fell as the company priced a secondary offering, raising concerns about dilution. After hours, Ceva announced plans to float 3 million new Ceva shares at $19.50 each, with underwriters including JPMorgan Chase and UBS holding an option for up to 450,000 more. The purpose cited is to increase financial flexibility, raise capital, and lift the public float, with potential for acquisitions or share repurchases. The move triggered a sharp weekly drop, with the stock down more than 22% week-to-date. The article notes the risk of dilution to the existing float of about 27 million shares. The writer sees some AI market potential but urges caution until proceeds are deployed.
  • IRS Deploys AI Agents Across Tax Divisions via Salesforce Agentforce
    November 23, 2025, 12:56 AM EST. Months after cuts to its workforce, the IRS is deploying AI agents for the first time across several divisions, powered by Salesforce's Agentforce platform. The new bots will assist the Office of Chief Counsel, Taxpayer Advocate Services, and the Office of Appeals by tasks such as generating case summaries and searching documents. Salesforce stresses the work will augment-not replace-human staff, noting that a human reviewer remains involved. The move signals a broader push to use automation in tax administration, even as critics question reliance on AI for sensitive taxpayer work. The article notes the IRS has faced significant staffing reductions and stresses that the policy and budget context could influence how extensively AI is adopted, including impacts on traditional filing programs.
  • Amazon Fire Tablet Black Friday Deals: Save on Fire HD 10, Fire Max 11 and More
    November 23, 2025, 12:54 AM EST. Amazon's Black Friday sale is underway with significant price cuts on its own Fire tablets. Deals start as low as $54.99 / £39.99, making entry to a compact media tablet more affordable. The lineup features the Fire HD 10 on sale for $69.99 (was $139.99) in the US and the Fire Max 11 for £129.99 in the UK (was £249.99). While not the most powerful tablets, they excel at media consumption, web browsing, and serving as budget-friendly secondary devices. The article also links to regional roundups for the best UK and US Fire tablet promos and cautions about premium options like iPads. Other Black Friday savings from major retailers are listed for context.