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(META), and Microsoft (MSFT) is set to unveil a series of commitments aimed at easing public opposition 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Bets $7B on 100,000 AI Chips From Oracle","url":"https://stock-news.laohu8.com/highlight/detail?id=2672792730","media":"TIPRANKS","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672792730?lang=en_us&edition=fundamental","pubTime":"2026-10-01 15:36","pubTimestamp":1790840171,"startTime":"0","endTime":"0","summary":"Tencent Holdings ($TCEHY) (HK:0700) has reportedly signed its largest overseas AI infrastructure deal. According to the Financial Times, the 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Markets-Tech Stocks Boosted by Micron but Treasury Rout Hangs over Markets","url":"https://stock-news.laohu8.com/highlight/detail?id=2672732848","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672732848?lang=en_us&edition=fundamental","pubTime":"2026-10-01 13:46","pubTimestamp":1790833576,"startTime":"0","endTime":"0","summary":"GLOBAL MARKETS-Tech stocks boosted by Micron but Treasury rout hangs over marketsSINGAPORE, Oct 1 (Reuters)-Asiantechnology stocks roseon Thursdayboosted by blockbuster earnings from AI 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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":"other","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":["HK0000304797.USD","LU0348723411.USD","LU2764262908.HKD","BK4529","LU0708995401.HKD","BK4605","IE0001KFT4U8.USD","LU0198837287.USD","QQQA","IE0009356076.USD","SOXY","TRFK","XNTK","LU1861558580.USD","LU2458330169.SGD","ILDR","LU0889566641.SGD","LU2244417387.USD","LU0320765059.SGD","DAMD","INYY","LU0823421416.USD","LU0082616367.USD","LU0642271901.SGD","LU0979878070.USD","LU0187121727.USD","LU2461242641.AUD","LU0149725797.USD","LU2896262040.SGD","LU0133085943.USD","LU0889565833.HKD","LU0251131958.USD","AMDW","LU0251132253.USD","IE000SO60NU8.SGD","LU0321505868.SGD","PSI","LU1989764664.SGD","ARTY","IE000F7OJYX1.SGD","LU1267930813.SGD","LU2456880835.USD","IE000BZT7R73.USD","LU1861220033.SGD","LU0210536198.USD","FAI","LU2361045086.USD","TEK","LU2236285917.USD","AMDG","LU2462591350.SGD","IE0004445239.USD","LU1880398554.USD","FTXL","LU1861559042.SGD","LU2357627491.SGD","IE0000B7K699.USD","LU1803068979.SGD","LU1242518857.USD","LU2098885051.SGD","WISE","LU2458330243.SGD","LU2764263039.SGD","LU0390134368.USD","SG9999001424.SGD","IE00BMPRXQ63.HKD","BK4614","IE00BMPRXN33.USD","LU0056508442.USD","SINTCmain","LU1951198990.SGD","LU0154236417.USD","AMDL","BK4585","LU0786609619.USD","LU0859254822.USD","LU0251142724.SGD","SMH","AMUU","BK4535","LU0823434583.USD","WUGI","LU2264538146.SGD","IE000WAW04H5.SGD","LU1989772840.SGD","AMYY","BK4512","IE00BQXX3C00.GBP","CNAV","LU1232071149.USD","LU2250418816.HKD","BK4527","BK4612","GAMR","LU0127658192.USD","LU0823421333.USD","LU1064131342.USD","LU2764263203.CNY","BK4588","LU0174119429.USD","SAMD0main","IE000MB6IJN5.SGD","LU2242649171.HKD","LU1804176565.USD","LU1316542783.SGD","LU2360106780.USD","LU0274383776.USD","BK4602","LU0823434740.USD","INTC","IE000M9KFDE8.USD","INTW","BK4543","BK4550","IE00BQXX3D17.EUR","LU1951200564.SGD","LINT","LU1989764748.USD","LU1242518931.SGD","LU0742534661.SGD","SMHX","LU0109392836.USD","IE00BQXX3F31.USD","BK4573","LU2543165471.USD","AIS","LU0109391861.USD","LU0097036916.USD","IE00B5949003.HKD","CHAT","BK4532","LU2148611432.USD","IE00B1BXHZ80.USD","BK4141","SGXZ81514606.USD","IETC","LU1923623000.USD","LEGR","BK4534","LU1861215975.USD","CHPS","LU2054465674.USD","AMDD","BAI","LU2931357623.SGD","BK4566","LU2355687059.USD","AMD","LU2089985449.USD","BK4515","SGXZ51526630.SGD","AMDS","AIQ","LU2361044949.HKD","LU1303367103.USD","LU2720916845.USD","LU0081259029.USD","IE00BMPRXR70.SGD","LU1880398471.USD","LU2290526834.HKD","LU1989772923.USD","SOXX","LU2108987350.USD","LU0048584097.USD","BK4554","LU2265009873.SGD","LU0321505439.SGD","DRIV","AMDY","LU1988902786.USD","LU2417539215.USD","LU0048573561.USD","04335","BK4533","BK4579","LU2361044865.SGD","USXF","AMDU","LU0719512351.SGD","AMDC","INT","LU2360107168.USD","HK0000304805.HKD","BK4575","LU2860962120.EUR","LU1267930730.SGD","LU0792757196.USD","LU0672654240.SGD","IE00BZ1G4Q59.USD","TTEQ","LU2247934214.USD","SGXZ99366536.SGD","IE00BKVL7J92.USD","LU1852331112.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672731212","title":"PRESS 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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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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Warner Bros. Discovery A     WBD    84,551,611     30.95     0.10      0.32. Pacific Biosciences CA      PACB    80,218,739      2.37     0.54     29.51. iSh 20+ Year Treasury Bd     TLT    72,675,464     77.78    -0.45     -0.58. Direxion TSLA Bull 2X       TSLL    66,719,686      9.01     0.09      1.01. Leverage 2X Lg TSLA Dly     TSLG    59,701,324      4.51     0.06      1.35. American Airlines Group      AAL    55,184,847     13.37    -0.24     -1.76. ProShares UltraPro QQQ      TQQQ    46,288,677     78.03     0.57      0.74. 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AI Stocks To Own In September 2026","url":"https://stock-news.laohu8.com/highlight/detail?id=2672738459","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672738459?lang=en_us&edition=fundamental","pubTime":"2026-10-01 05:31","pubTimestamp":1790803899,"startTime":"0","endTime":"0","summary":"Bond yields just hit a 24 year high as investors reassess how much they are willing to pay for future cash flows, yet spending on artificial intelligence infrastructure continues to surge. That mix can punish many assets while rewarding the companies supplying the chips, designs and tools that power AI. This article walks through three stocks from our semiconductor supply chain screener that align with that theme.\nThe three stocks covered below are just a sample of the idea, with the 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