Billionaire investors are placing big bets on Amazon and Taiwan Semiconductor Manufacturing as their preferred AI stocks. Amazon's cloud division, AWS, reported 37% year-over-year revenue growth, while TSMC expands CoWoS chip capacity to keep up with AI demand. Wall Street values TSMC for its transparent business model and broad market position, comparing the current AI infrastructure build-out to the internet boom of the 1990s.
Palantir's stock valuation remains a flashpoint for investors and analysts. Some argue the company is overvalued given its negative net income in recent years, while others point to strong revenue growth and future potential as reasons the price is justified. The debate shows no signs of settling as financial results and forward projections remain central to the discussion.
Argentina is positioning itself as a rules-free zone for artificial intelligence. President Javier Milei announced at the United Nations that the country will not preemptively regulate AI, taking a hands-off approach to development and oversight. The administration is pitching the South American nation as a haven for unregulated AI innovation.
On the security front, Oracle executives emphasize that AI agents make cybersecurity failures more likely, even in mature programs. Oracle's CISO says humans remain essential for controlling AI agents, though AI can help build governance programs in hours. A new shared accountability model places responsibility on both vendors and customers, and recovery must now restore trusted business states rather than just data.
Liquid AI launched d1, a decision model that returns calibrated probabilities without generating text. It handles classification, ticket routing, scoring, moderation, and reranking in a single API call under the name d1:free. The model uses three primitives called Noul, Choice, and Score, and Liquid AI says it delivers predictable latency and more consistent results than general LLMs for structured tasks.
Brandi AI earned top G2 Fall 2026 High Performer honors for Answer Engine Optimization. The platform helps brands track how AI systems represent them and improve visibility in AI-generated answers. G2 users gave it high ratings, including 100 percent for support quality and AI visibility tracking.
Singapore is training over 80,000 finance employees in AI skills by 2028. Deputy Prime Minister Gan Kim Yong announced the initiative at the IBF Distinction Evening, with 23 pioneer financial institutions committed through the IBF AI Workforce Co-Lab. More than half of the targeted employees have already been trained.
South Korea's Fasoo AI launched a Security Care Service for small and medium enterprises, addressing gaps in companies that lack dedicated staff and budgets. The service covers infrastructure, people, and data through a phased approach including vulnerability assessment, phishing training, and solution deployment, with a Security-as-a-Service option to reduce costs.
CyberSafe Foundation and SANS Institute launched an AI Security Fellowship for women in cybersecurity across Africa. Ten women received fellowships covering a four-course SANS AI security curriculum and two GIAC certifications, running from October 2026 through July 2027 at no cost. Applicants needed at least three years of cybersecurity experience but no prior AI background.
Key Takeaways
- Billionaire investors favor Amazon and TSMC as top AI stocks, with AWS reporting 37% year-over-year revenue growth.
- Palantir's valuation remains contested, with some citing negative net income and others pointing to strong revenue growth.
- Argentina under Javier Milei will not preemptively regulate AI, offering a rules-free environment for development.
- Oracle's CISO says humans are essential for controlling AI agents, and a shared accountability model now spans vendors and customers.
- Liquid AI's d1 decision model returns calibrated probabilities without text generation, handling classification, routing, scoring, and moderation in one API call.
- Brandi AI received G2 Fall 2026 High Performer recognition with 100% ratings for support quality and AI visibility tracking.
- Singapore plans to train over 80,000 finance workers in AI by 2028, with more than half already trained.
- Fasoo AI launched a Security Care Service for SMEs in South Korea covering infrastructure, people, and data.
- CyberSafe Foundation and SANS Institute launched a free AI Security Fellowship for 10 women in Africa running through July 2027.
- TSMC is expanding CoWoS chip capacity to meet AI demand, with billionaires comparing the infrastructure build-out to the 1990s internet boom.
Securing data at the source in the age of agentic AI
Experts say AI agents make cybersecurity failures more likely even in mature programs. Oracle executives discussed building security directly into data and networks. A new shared accountability model places responsibility on both vendors and customers. Recovery must now restore trusted business states, not just data. Organizations need resilience built into systems before attacks happen.
Oracle CISO puts humans at the center of AI security governance
Oracle's CISO says humans are now essential for controlling AI agents. Traditional security controls like least privilege and network segmentation remain necessary. Three common gaps appear as organizations deploy AI: governance, policies, and monitoring. AI can help create governance programs in hours. People must supervise consequential actions taken by AI agents.
Billionaire Money Managers Pick Amazon and TSMC as Favorite AI Stocks
Billionaire investors favor Amazon and Taiwan Semiconductor Manufacturing as their top AI stocks. These two appeared in top-four holdings for at least five billionaires each. Amazon's AWS reported 37% year-over-year revenue growth. TSMC is expanding CoWoS chip capacity to meet AI demand. Both stocks offer strong positions beyond just AI applications.
Billionaire Money Managers Pick Amazon and TSMC as Favorite AI Stocks
Wall Street billionaires are investing heavily in Amazon and TSMC. Amazon leads as an AI applications giant through AWS. TSMC dominates global chip manufacturing for AI and other industries. Billionaires value TSMC's transparent business model and broad market position. The AI infrastructure build-out is compared to the internet boom of the 1990s.
South Korea's Fasoo AI Launches Security Service for Small Businesses
Fasoo AI launched its Security Care Service for small and medium enterprises. The service addresses security gaps in companies lacking dedicated staff and budgets. It covers three pillars: infrastructure, people, and data. The phased approach includes vulnerability assessment, phishing training, and solution deployment. A Security-as-a-Service option helps reduce costs.
Argentina becomes haven for unregulated artificial intelligence
President Javier Milei is pitching Argentina as a rules-free sanctuary for artificial intelligence. He announced at the United Nations that Argentina will not preemptively regulate AI. The administration takes a hands-off approach to AI development and oversight.
Palantir stock valuation debate continues among investors
Palantir's stock valuation remains a hot topic for investors and analysts. Some believe the company is overvalued because of its negative net income in recent years. Others argue the stock is undervalued due to strong revenue growth and future potential. The debate centers on whether financials justify the current price.
Brandi AI earns top G2 honors for answer engine optimization
Brandi AI was named a G2 Fall 2026 High Performer for Answer Engine Optimization. The platform helps brands track how AI systems represent them and improve visibility in AI-generated answers. G2 users gave it high ratings including 100 percent for support quality and AI visibility tracking.
Singapore trains 80,000 finance workers in AI by 2028
Singapore plans to train over 80,000 finance employees in artificial intelligence skills by 2028. Deputy Prime Minister Gan Kim Yong announced the initiative at the IBF Distinction Evening. Twenty-three pioneer financial institutions have committed to the training through the IBF AI Workforce Co-Lab. More than half of the employees have already been trained to date.
New AI security fellowship supports women in Africa
CyberSafe Foundation and SANS Institute launched an AI Security Fellowship for women in cybersecurity across Africa. Ten women received fellowships covering a four-course SANS AI security curriculum and two GIAC certifications. The training runs from October 2026 through July 2027 at no cost. Applicants needed at least three years of cybersecurity experience but no prior AI background.
Liquid AI launches d1 decision model with zero output tokens
Liquid AI released d1, a decision model that returns calibrated probabilities without generating text. It handles classification, ticket routing, scoring, moderation, and reranking in a single API call. The model runs on the Liquid API under the name d1:free. It uses three primitives called Noul, Choice, and Score to answer typed questions. Liquid AI says d1 offers predictable latency, no schema errors, and more consistent results than general LLMs for structured decision tasks.
Sources
- Securing data at the source in the age of agentic AI
- Oracle CISO puts humans at the center of AI security governance
- Billionaire Money Managers Have Chosen Their 2 Favorite AI Stocks (and It's Not Nvidia or Alphabet)
- Billionaire Money Managers Have Chosen Their 2 Favorite AI Stocks (and It's Not Nvidia or Alphabet)
- South Korea's Fasoo AI Launches Staged 'Security Care Service' Targeting SMEs
- As A.I. Panic Grows, Javier Milei Is Pitching Argentina As a Rules-Free Haven
- I've Covered Palantir for 5 Years. Here's How to Know if the Artificial Intelligence (AI) Stock Is Overvalued.
- Brandi AI Named G2 Fall 2026 High Performer for Answer Engine Optimization
- More than 80,000 finance employees in Singapore to get AI training by 2028
- CyberSafe Foundation and SANS Institute Launch AI Security Fellowship for Women in Cybersecurity Across Africa
- Liquid AI Releases d1: A Decision Model That Returns Calibrated Probabilities With Zero Output Tokens
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