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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 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20 US Stock Trades by Volume on October 1: Apple Gains Over 1% with Major Smart Home Push and Plans for a Smart Home Hub Device","url":"https://stock-news.laohu8.com/highlight/detail?id=1162545819","media":"Deep News","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1162545819?lang=en_us&edition=fundamental","pubTime":"2026-10-01 04:53","pubTimestamp":1790801590,"startTime":"0","endTime":"0","summary":"On Thursday, NVIDIA (NVDA) closed up 0.51% with $27.132 billion in trading volume, ranking third among US stocks by turnover. NVIDIA announced that AI cloud provider CoreWeave has put NVIDIA's 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U.S. stocks ended mixed, with mega-cap tech stocks leading the gains. At the close, the Dow Jones Industrial Average fell 0.86% to 50,906.05, the Nasdaq Composite Index gained 0.24% to 26,861.06, and the S&P 500 Index slipped 0.25% to 7,651.54.","market":"nz","thumbnail":"https://resource.tradingkey.com/uploads/20260701/nasdaq1-e9c6f6c86abd402dbfa8877c486b0566.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260701/nasdaq1-e9c6f6c86abd402dbfa8877c486b0566.jpg"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/262194875-us-stock-close-nasdaq-rise-august-pce-treasury-yields-intel-micron-tradingkey","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":["LU0097036916.USD","BK4550","QQQA","LU0274383776.USD","BK4554","HK0000304805.HKD","IE0000B7K699.USD","IE000M9KFDE8.USD","LU0187121727.USD","LU2931357623.SGD","LU0056508442.USD","AIS","BK4529","BK4543","04335","BK4575","DRIV","INTC","LINT","LU0859254822.USD","LU2148611432.USD","BK4534","LU2764262908.HKD","BK4515","IE000F7OJYX1.SGD","CHPS","LU2244417387.USD","LU0321505439.SGD","LU0048573561.USD","IE000BZT7R73.USD","BK4141","LU0251142724.SGD","LU2764263039.SGD","BK4612","SINTCmain","LEGR","LU1852331112.SGD","FTXL","BK4605","LU0154236417.USD","BK4535","BK4579","AIQ","BK4527","IE000WAW04H5.SGD","LU2089985449.USD","LU2360106780.USD","IE000MB6IJN5.SGD","INT","LU0149725797.USD","INYY","TTEQ","LU0719512351.SGD","LU2764263203.CNY","BK4602","BK4533","XNTK","LU0082616367.USD","BK4512","LU2720916845.USD","LU0742534661.SGD","HK0000304797.USD","LU2250418816.HKD","LU0251131958.USD","BK4588","INTW","LU2543165471.USD","BK4585","SOXX","LU2357627491.SGD","IE000SO60NU8.SGD","LU0081259029.USD","LU0321505868.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672978127","title":"Intel Stock (NASDAQ:INTC) Gains Despite Foundry Concerns","url":"https://stock-news.laohu8.com/highlight/detail?id=2672978127","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672978127?lang=en_us&edition=fundamental","pubTime":"2026-10-01 02:37","pubTimestamp":1790793441,"startTime":"0","endTime":"0","summary":"Chip stock Intel ($INTC) recently revealed that it found a partner to help it put together its factories in Arizona, according to a report from Yah...","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/intel-stock-nasdaqintc-gains-despite-foundry-concerns?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/intel-stock-nasdaqintc-gains-despite-foundry-concerns?utm_source=itigerup.com&utm_medium=referral","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":"tipranks_highlight","symbols":["HK0000304805.HKD","LU0719512351.SGD","INTW","LU0081259029.USD","XNTK","BK4612","BK4585","LINT","LU0321505439.SGD","IE000BZT7R73.USD","AIQ","BK4534","BK4515","CHPS","IE0000B7K699.USD","LU0082616367.USD","LU0251131958.USD","LU2357627491.SGD","LEGR","IE000SO60NU8.SGD","IE000F7OJYX1.SGD","BK4588","IE000MB6IJN5.SGD","LU2250418816.HKD","LU1852331112.SGD","LU0742534661.SGD","SINTCmain","LU2244417387.USD","LU2720916845.USD","BK4575","BK4602","IE000WAW04H5.SGD","BK4554","BK4579","TTEQ","LU2764263039.SGD","FTXL","INT","LU0154236417.USD","LU2543165471.USD","LU0187121727.USD","LU2764262908.HKD","BK4527","BK4605","HK0000304797.USD","BK4550","LU2148611432.USD","LU0056508442.USD","BK4535","BK4533","BK4512","LU0321505868.SGD","LU2360106780.USD","DRIV","LU0097036916.USD","LU2931357623.SGD","LU2764263203.CNY","INTC","BK4529","LU0048573561.USD","04335","LU0274383776.USD","QQQA","LU0149725797.USD","LU2089985449.USD","BK4141","LU0251142724.SGD","LU0859254822.USD","BK4543","IE000M9KFDE8.USD","INYY","SOXX","AIS"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":5,"totalSize":200,"code":"91000000","status":"200"}]}}