Citi's Aganga on AI investment cycle, markets and inflation

A Reddit r/MachineLearning user benchmarked Google's TimesFM 3.0, Amazon's Chronos-2 and Datadog's Toto 2.0 on financial market time series and found none beat a simple baseline. The poster frames the test as a check on whether time-series foundation models extract useful predictive signal from markets.

Evercore ISI chief equity strategist Julian Emanuel says Nvidia anchors the firm's AI stock basket and expects the Anthropic IPO to go smoothly, speaking on Bloomberg Surveillance.

A middle school library media specialist describes finding AI-written essays in fall 2023 and rebuilding assignments so AI becomes a "cognitive sparring partner" rather than a cheating tool.

Fortinet issued 89 advisories covering nearly 100 vulnerabilities, about 17 of them critical, three weeks after integrating frontier AI models into its product security testing. FortiMail took the largest batch of critical fixes, followed by FortiAuthenticator, FortiOS, FortiManager and FortiAnalyzer.

Token's Rehearsal agent runs inside the user's authenticated browser session, so servers can't distinguish its clicks from the user's — nothing in a session cookie identifies the session driver. Token's fixes: dim and lock the app while the agent moves, log every action including blocked ones, and give the agent read-only reach below the user's.