Alphabet Inc Class CGOOG
Mentioned
Impact on assets 4
Artificial Intelligence▲ · 1 stocks
Alphabet Inc Class CSpatial Computing / AR/VR▲ · 1 stocks
Meta Platforms Inc.META
Mentioned
Cybersecurity & Digital Trust▲ · 1 stocks
Microsoft CorporationMSFT
Mentioned
Space Economy▲ · 1 stocks
Theme Impact 1
Off-coverage companies 2
AnthropicPrivate± Mixed
relevance
OpenAIPrivate± Mixed
relevance
Related news
▲
Fed's Bowman Works With Visa and MasterCard on AI Banking Risks
Federal Reserve Vice Chair of Supervision Michelle Bowman is working to secure the banking system against AI-related risks, partnering with Visa and MasterCard to guard against potential cyberattacks. Bowman said the largest banks can use the technology and mitigate its risks, but smaller institutions, especially community banks, need closer scrutiny. She is working with service providers to ensure they test technology shared with smaller banks so it does not carry vulnerabilities that could harm end consumers. Separately, Richmond Fed President Tom Barkin said the supply shocks from tariffs and higher oil prices, layered on top of inflation that has stayed above the Fed's 2% target for more than five years, are not proving short-lived, which is why the Fed opted to hike rates last week. Barkin pointed to the possibility of more tariffs, the protracted conflict in the Middle East and the continuing AI buildout pressuring supply chains, and while he did not say how many more rate hikes might come, he left the door open to them.
▲impact 4
Fortinet Hits 52-Week High as AI Security Platform Demand Lifts Q2 Billings 33%
Fortinet shares climbed to a fresh 52-week high of $175.23 on Sept. 21, 2026, before closing at $172.78, up roughly 3% on the session, extending a rally built on accelerating demand for its unified security platform. The company rolled out FortiSOC, a cloud-delivered security operations center embedding agentic AI across SIEM, SOAR, threat intelligence and identity-detection functions, and extended FortiEndpoint with AI visibility, governance and data-loss-prevention capabilities, while deepening its FortiAIGate integration with NVIDIA's accelerated computing stack. In the second quarter of 2026, billings rose 33% year over year to $2.37 billion, revenues grew 26% to $2.05 billion, and product revenues surged 52% to $773 million, with non-GAAP operating margin hitting a second-quarter record of 38% and free cash flow more than tripling to $966 million. Management raised full-year 2026 guidance to $8.02-$8.18 billion for revenues, $9.35-$9.55 billion for billings, and $3.41-$3.47 for non-GAAP EPS, with third-quarter guidance calling for revenues of $2.01-$2.10 billion. Fortinet shares have gained 120.7% year to date, and the Zacks Consensus Estimate for 2026 earnings is $3.42 per share, implying year-over-year growth of 23.91%.
▼
Banks Warn AI Shopping Agents Outpace Fraud Protections
A coalition of major banks warned on Tuesday that AI-powered shopping agents are creating new risks for consumers around scams, fraud, and data privacy, and that the technology is moving faster than existing industry standards and consumer protections can keep pace. The group includes NatWest, Bank of America, ING, Capital One, New Zealand's ASB Bank, and Commonwealth Bank of Australia, and it published a report laying out principles for how agentic commerce, in which AI tools select and purchase goods on a shopper's behalf, should be developed. The report flagged vulnerabilities including AI agents that collect card details from customers and submit them on third-party sites, the risk that agents might favor payment options with fewer consumer safeguards, and the possibility that bad actors could impersonate AI agents and merchants or deploy new social engineering methods. The banks said they plan to bring several proposals to policymakers, including mandating that consumers be told when an AI agent is part of a transaction, clearer insight into how those agents reach decisions, and measures to keep customer data secure. The warning comes as OpenAI, Anthropic, Google, and Meta promote AI chatbots as shopping tools, and British retailer John Lewis said searches from AI agents had risen to 2.5% of its total from 0.3% a year earlier.