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Players Enter CPU Market Amid Surging Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2672734101","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672734101?lang=en_us&edition=fundamental","pubTime":"2026-10-01 13:23","pubTimestamp":1790832180,"startTime":"0","endTime":"0","summary":"0523 GMT - Nontraditional players are entering the server CPU market amid resurging CPU demand, TrendForce says in a note. The explosion of agentic AI has driven a wave of demand for CPUs, which coordinate different tasks, route tool calls and pass data between subagents, it writes. As a result, the CPU-to-GPU ratio in AI data centers is expected to shift to between 1:1 and 1:2 from 1:8 currently, significantly boosting market demand for CPUs, it notes. This demand shift is reshaping the competitive landscape. Beyond traditional server CPU vendors Intel and AMD, a new wave of nontraditional players is entering the CPU market, such as GPU maker Nvidia, IP licensor Arm, and major cloud service providers including AWS and Google, it adds.","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BMPRXQ63.HKD","LU1951200564.SGD","BK4512","LU0859254822.USD","LU2360107168.USD","LU0672654240.SGD","WUGI","TEK","LU0792757196.USD","LU0320765059.SGD","LU0823434740.USD","BK4534","TRFK","IE000BZT7R73.USD","LU0390134368.USD","SMHX","BAI","CNAV","LU0823421416.USD","LU2242649171.HKD","AIS","LU0321505868.SGD","WISE","QQQA","TTEQ","LU1880398554.USD","LU1988902786.USD","AMDC","LU1804176565.USD","AMD","ILDR","LU1316542783.SGD","LU2764263039.SGD","AMDL","LU1267930813.SGD","LU2462591350.SGD","AMDY","IE000WAW04H5.SGD","INTW","IE00B5949003.HKD","LU0127658192.USD","LU1232071149.USD","LU0056508442.USD","LU1861558580.USD","LU1242518931.SGD","XNTK","IE0000B7K699.USD","FTXL","LU0133085943.USD","LU1989764664.SGD","LU2361045086.USD","INTC","INT","IE00BMPRXR70.SGD","LU1852331112.SGD","IE00BQXX3F31.USD","LU2054465674.USD","LU2360106780.USD","LU0708995401.HKD","BK4588","LU0048573561.USD","LU0823434583.USD","LU2108987350.USD","LU2361044865.SGD","IE00BQXX3C00.GBP","GAMR","AMDU","LU2290526834.HKD","LEGR","LU0174119429.USD","BK4550","LU0082616367.USD","AMYY","BK4554","BK4585","SOXX","LU1803068979.SGD","LU2148611432.USD","LU2764262908.HKD","PSI","LU0109391861.USD","LU1861215975.USD","LU2264538146.SGD","LU2458330243.SGD","IE00BKVL7J92.USD","IE00B1BXHZ80.USD","AMDS","LU1861220033.SGD","LU1989764748.USD","LU2244417387.USD","SGXZ51526630.SGD","LU0187121727.USD","INYY","LU2417539215.USD","BK4614","LU0979878070.USD","LU1880398471.USD","SG9999001424.SGD","FAI","LU2764263203.CNY","LU0109392836.USD","BK4535","LU2720916845.USD","DRIV","AIQ","BK4141","LU2461242641.AUD","04335","LU2265009873.SGD","CHAT","LU2543165471.USD","IE0004445239.USD","LU2896262040.SGD","CHPS","IE000SO60NU8.SGD","BK4543","LU2357627491.SGD","AMUU","LU0048584097.USD","LU0274383776.USD","LU1951198990.SGD","DAMD","LU0889565833.HKD","LU2236285917.USD","LU0348723411.USD","BK4515","SAMD0main","SOXY","LU0149725797.USD","LU0642271901.SGD","LU2361044949.HKD","LU2931357623.SGD","IE00BZ1G4Q59.USD","LU2089985449.USD","SGXZ81514606.USD","LU0719512351.SGD","IE000M9KFDE8.USD","LU0742534661.SGD","BK4532","LU2250418816.HKD","BK4605","BK4527","LU1989772840.SGD","IETC","BK4575","IE000MB6IJN5.SGD","LU2458330169.SGD","LU2860962120.EUR","LU0097036916.USD","AMDW","LU1861559042.SGD","IE00BQXX3D17.EUR","LU0251132253.USD","LU0786609619.USD","LU2355687059.USD","LINT","LU1267930730.SGD","LU0198837287.USD","LU1989772923.USD","LU0823421333.USD","IE00BMPRXN33.USD","SMH","BK4566","AMDD","USXF","BK4612","HK0000304797.USD","LU0889566641.SGD","LU0081259029.USD","SINTCmain","IE000F7OJYX1.SGD","HK0000304805.HKD","LU1303367103.USD","AMDG","SGXZ99366536.SGD","BK4573","BK4602","IE0001KFT4U8.USD","LU0321505439.SGD","BK4529","LU1064131342.USD","BK4533","LU0210536198.USD","LU2247934214.USD","LU2456880835.USD","LU1923623000.USD","LU1242518857.USD","LU0154236417.USD","LU2098885051.SGD","ARTY","LU0251142724.SGD","LU0251131958.USD","BK4579","IE0009356076.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672734134","title":"Why Did Google Stock Gain in After-Hours Trading on Wednesday?","url":"https://stock-news.laohu8.com/highlight/detail?id=2672734134","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672734134?lang=en_us&edition=fundamental","pubTime":"2026-10-01 13:07","pubTimestamp":1790831251,"startTime":"0","endTime":"0","summary":"Alphabet ($GOOGL) stock gained 1.54% in after-hours trading on Wednesday after the company launched Gemini 4 Argon, its latest AI model. 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Digest-Wall Street Journal - October 1","url":"https://stock-news.laohu8.com/highlight/detail?id=2672731212","media":"Reuters","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672731212?lang=en_us&edition=fundamental","pubTime":"2026-10-01 12:37","pubTimestamp":1790829455,"startTime":"0","endTime":"0","summary":"PRESS DIGEST-Wall Street Journal - October 1Oct 1 -The following are the top stories in the Wall Street Journal. Reuters has not verified these stories and does not vouch for their accuracy.- A federal judge approved Paramount'sPSKY.Osettlement with 12 state attorneys general, clearing the way for its $81 billion acquisition of Warner Bros. DiscoveryWBD.O.- OpenAI President Greg Brockman told employees he won’t make a pledged $25-million donation to the pro-AI political group Leading the Future.- Mattel CEO Ynon Kreiz to become Co-CEO of the combined Paramount-Warner Bros. Discovery once the $81-billion deal closes.- Industry leaders including Jensen Huang of NvidiaNVDA.Ohad questioned Anthropic’s Dario Amodei about his warnings about the dangers of AI at White House event.-  Walgreens-owner Sycamore Partners is close to a deal to sell British pharmacy chain Boots to the Weston family for about $9 billion.- Hormel FoodsHRL.Nsaid it would buy family-owned chicken processor Brakebush 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Delong: Watch US Stocks During National Day Holiday, Expect Post-Holiday Market \"Opening Bell\" Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=1121391158","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1121391158?lang=en_us&edition=fundamental","pubTime":"2026-10-01 11:41","pubTimestamp":1790826113,"startTime":"0","endTime":"0","summary":"The third quarter has officially wrapped up. Today is National Day, and I wish everyone a happy holiday and family happiness. 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| Nu Holdings Jumps 6%; Rocket Lab, Constellation Energy Advance 3%; Alphabet Rises 2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1192026527","media":"US Overnight","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1192026527?lang=en_us&edition=fundamental","pubTime":"2026-10-01 08:11","pubTimestamp":1790813479,"startTime":"0","endTime":"0","summary":"Dow Futures rose 0.23%, S&P 500 Futures rose 0.31%, Nasdaq Futures rose 0.31%, reflecting a cautiously risk-on tone in overnight trading.Rocket Lab USA, Inc. (RKLB) rose 2.77%. 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Chatter: Alphabet's Google Staff Question Gemini 4 Performance Despite Strong Benchmarks","url":"https://stock-news.laohu8.com/highlight/detail?id=2672738435","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672738435?lang=en_us&edition=fundamental","pubTime":"2026-10-01 07:12","pubTimestamp":1790809942,"startTime":"0","endTime":"0","summary":"Alphabet's  Google has begun rolling out its Gemini 4 Argon flagship AI model while grappling with internal skepticism over how it performs in key areas such as coding, Bloomberg reported Wednesday, citing people with direct access to the effort.The people said the model has done well on widely used benchmarks but performs less well when employees put it to work, according to the report, they said it struggles with certain coding tasks, such as front-end design, and that its coding abilities are uneven.Google told Bloomberg it would be inaccurate to say the model is underperforming in areas 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It pointed to comments from Google DeepMind head Koray Kavukcuoglu, who said last week he was encouraged by the model's performance, the report said.Google did not immediately respond to a request for comment from MT 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Lilly Says Foundayo Drug Helped Patients Lose Weight in Phase 3 Trial","url":"https://stock-news.laohu8.com/highlight/detail?id=2672352738","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672352738?lang=en_us&edition=fundamental","pubTime":"2026-10-01 06:42","pubTimestamp":1790808120,"startTime":"0","endTime":"0","summary":"Eli Lilly's potential new weight-loss drug Foundayo had positive results in a Phase 3 trial.Foundayo, which is being studied as a treatment for obesity and Type-2 diabetes, demonstrated a non-inferior risk of major adverse cardiovascular events, compared with the alternative treatment insulin glargine.Patients treated with the drug also had improved weight and other key measures of cardiometabolic health compared with insulin glargine, the company said.The risk of cardiovascular death, heart attack, stroke or hospitalization for unstable sudden chest pain was 16% lower for Foundayo versus insulin glargine.At week 52, participants treated with Foundayo experienced reductions in waist circumference by 7 centimeters and lower systolic blood 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CEOs Privately Questioned Amodei for Sounding AI Alarm Bells","url":"https://stock-news.laohu8.com/highlight/detail?id=2672383837","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672383837?lang=en_us&edition=fundamental","pubTime":"2026-10-01 06:38","pubTimestamp":1790807880,"startTime":"0","endTime":"0","summary":"' and that focal point drove agreement,\" said the candidate to be Trump's next AI \"czar\" coordinating policy across the administration.On Tuesday, Amodei told reporters \"we can win safely\" if the industry and administration work together, and Trump praised him for being \"great.\" The duo dined together at the White House Sunday for their first face-to-face meeting.Anthropic has sought to mend fences with the administration recently and is gearing up for an initial public offering it hopes will value the company at some $2 trillion. The company is still reeling from a pair of bruising battles with the administration earlier this year that included a 2 1/2-week shutdown of two of its models due to security concerns and being blacklisted by the Pentagon over a dispute regarding how AI is used in the military.Tuesday's principles were the result of months of discussions over how to prevent AI cyberattacks following the release of Anthropic's Mythos and similar models earlier this year. 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