Fortinet Launches AI Security Service; Meta Stock Rallies on Muse Adoption

Key Takeaways

• Fortinet launched the FortiGuard Inline AI Security Service to inspect AI traffic and prevent data exposure via FortiGate firewalls.
• The service supports on-premises deployment on Nvidia GPUs for organizations requiring strict data privacy.
• FortiGuard includes data loss prevention for 35 categories of sensitive information across text, images, audio, and code.
• Meta Platforms stock rallied in September due to strong consumer adoption of its Muse AI assistant.
• Muse can autonomously navigate websites, fill forms, and book travel for users.
• Cerebras Systems partners with Amazon, AMD, and CrowdStrike to distribute its wafer-scale AI chips.
• Cerebras faces risks from OpenAI's preference for Nvidia hardware and potential financial instability at OpenAI.
• Broadcom is in talks to join Meta's US$95 billion AI infrastructure fundraise as an equity investor.
• Arize's Signals agent automates system fixes with 99.5% accuracy, routing only 4.6% of issues to humans.
• The AI trade sector has underperformed the S&P 500 by 35 percentage points amid rising bond yields and oil prices.

Fortinet adds AI threat detection to FortiGate firewalls

Fortinet introduced the Inline AI Security Service as a cloud option for FortiGate firewalls. It detects AI-specific threats and stops sensitive data from being exposed. The service monitors autonomous AI agents without needing extra security hardware. It builds on the FortiAIGate platform and uses Model Context Protocol technology.

Fortinet integrates AI protection into FortiGate firewalls

Fortinet added the FortiGuard Inline AI Security Service to its network security lineup. The service uses FortiAIGate guardrails to inspect prompts sent to large language models in real time. It delivers protections through the cloud so customers do not need a separate security stack. Organizations can also deploy FortiAIGate on Nvidia hardware on their own premises.

Fortinet reveals AI security cloud feature for FortiGate

Fortinet announced the FortiGuard Inline AI Security Service, a cloud-delivered feature for FortiGate firewalls. It lets existing firewalls inspect AI data packets and set guardrails. The goal is to provide deeper insight into AI use and protect against risks in prompts and responses. It joins a wave of security tools targeting AI vulnerabilities.

Fortinet launches AI security service for FortiGate

Fortinet launched the FortiGuard Inline AI Security Service for FortiGate firewalls. The cloud-based service lets organizations monitor and control AI use without adding new security infrastructure. It inspects text, images, audio, video and code, and includes data loss prevention for 35 categories of sensitive information. Customers can set permissions and spending limits by user, project or organization.

Fortinet rolls out AI security service for FortiGate

Fortinet released the FortiGuard Inline AI Security Service for FortiGate firewalls, extending AI inspection to existing setups. The cloud service gives visibility into AI activity and applies controls to prompts, responses and traffic. It can inspect text, images, audio, video and code while blocking sensitive data exposure. Fortinet says it helps address shadow AI and supports self-hosted FortiAIGate deployments for strict privacy needs.

Fortinet launches AI security service for FortiGate

Fortinet introduced the FortiGuard Inline AI Security Service for FortiGate customers. The cloud-delivered service inspects prompts and data in real time to apply security and compliance policies. It expands the role of FortiAIGate technology for inspecting AI traffic. Organizations can deploy FortiAIGate in their own environment for privacy and sovereignty needs.

Fortinet expands AI security with FortiGuard Inline service

Fortinet launched the FortiGuard Inline AI Security Service to bring AI guardrails to FortiGate firewalls. The service inspects prompts, model responses and MCP tool communications in real time. It includes expanded data loss prevention that detects 35 types of personally identifiable information. Administrators can set budgets, spending limits and rate limits by organization or user.

Fortinet launches AI security service for FortiGate customers

Fortinet released its FortiGuard Inline AI Security Service as a cloud-delivered offering. It uses FortiAIGate technology to inspect AI interactions including prompts and model responses. The platform can inspect text, images, audio, video and code across AI traffic. Organizations with strict privacy needs can deploy FortiAIGate on-premises using Kubernetes and NVIDIA GPUs.

Meta Platforms rallies as AI monetization gains momentum

Antipodes Global Fund highlighted Meta Platforms as a key AI player in its Q3 2026 investor letter. Meta's strong rally in September was driven by improving confidence in AI monetization. The launch of the Muse AI assistant showed strong consumer adoption. AI-enhanced recommendations and advertising tools continued to improve engagement and conversion.

Meta Platforms AI agent opens new growth opportunity

Alger Spectra Fund highlighted Meta Platforms in its Q3 2026 investor letter. Meta operates Facebook, Instagram, WhatsApp and Messenger. The launch of Muse, a personal AI agent, drove strong consumer adoption and a sharp stock rally. Muse can navigate websites, fill out forms and book travel on a user's behalf.

Cerebras launches wafer-scale AI chips with cloud tools

Cerebras Systems Inc. uses massive wafer-scale engines and cloud services to improve AI performance. The company builds its chips using TSMC's 5 nm technology and integrated memory for better efficiency. Partnerships with Amazon, AMD, CrowdStrike, and AI startups help expand its market reach. Disaggregated solutions pair Cerebras chips with GPUs or ASICs to boost customer return on investment. However, the business faces risks like reliance on OpenAI's financial health and competition from Nvidia hardware.

Cerebras trades at discount despite strong AI hardware tech

Cerebras Systems Inc. stands out by using massive wafer-scale engines and unique cloud services focused on AI inference. The company leverages TSMC's advanced 5 nm technology and integrated memory for better performance and cost efficiency. Key partnerships with Amazon, AMD, CrowdStrike, and AI startups enhance its market presence. Disaggregated inference solutions combine Cerebras chips with GPUs or ASICs to improve customer efficiency. Risks include dependency on OpenAI's financial health, margin pressures from shifting capacity, and OpenAI's preference for Nvidia hardware.

Arize agents automate fixes using self-evaluating loops

Arize introduced Signals, an SRE agent that reviews system traces every six hours and files fixes automatically. The tool uses traces with tool calls, latency, and cost data to score performance and detect failures. Product manager Fuad Ali emphasized that humans must stay in the loop to guide the automation effectively. Agent Studio allows teams to define agents and attach skills, while AX CLI bootstraps tracing without manual setup. Experiments showed the system reached 99.5% accuracy in one case while routing only 4.6% of issues to humans.

AI trade faces now or never moment for market rebound

The AI trade sector is nearing a critical point where it must find relief or face further declines. Leaders in the iShares AI Innovation ETF have lost 35 percentage points relative to the S&P 500 before recovering only partially. Higher bond yields and oil prices above $100 per barrel are restraining growth expectations for many industries. Investor preference has shifted toward quality and defense stocks as debt markets ration capital for growth projects. Retail traders continue to buy heavily during dips, contrary to historical patterns seen in late March and late July.

Broadcom may join Meta in $95 billion AI infrastructure fund

Broadcom is reportedly in talks to join Meta's planned US$95 billion AI infrastructure fundraise as an equity investor. Meta is also considering joint equity participation with Nvidia and AMD alongside their existing roles as hardware suppliers. Broadcom already supplies networking chips and custom silicon that power large-scale data centers for Meta. The company has a US$1.5 trillion market cap and is a major player in the semiconductor industry. This potential investment highlights the growing scale of AI infrastructure projects led by tech giants.

Human rights activists use AI to help people

Human rights activists held a hackathon to build AI tools that help people. They dealt with concerns about trusting AI technology. The goal was to use artificial intelligence for positive social change.

AI has not boosted profits for non-tech corporations

Economist Torsten Slok found that AI has not improved profits for major corporations outside Big Tech. He studied the S&P 493, which excludes companies like Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla. Profit margins and revenue per worker stayed flat, showing no sign that AI lifted productivity. Slok said AI lacks understanding of trust, culture and ethics that drive business success.

FLOA's AI assistant EVA handles most customer requests

FLOA created EVA, an AI platform that helps customers through website, phone and app. EVA handles 78 percent of customer contacts automatically without human help. After two years, EVA earned a Net Promoter Score of +44 from nearly 15,000 responses. The platform was built with legal, compliance and data teams to keep AI helpful and responsible.

Chinese investment in Vietnam grows into AI and tech

Chinese investment in Vietnam is expanding into AI, semiconductors and the digital economy. Bilateral trade reached about $256.5 billion in 2025 and over $253 billion in the first nine months of 2026. China registered $2.27 billion in new capital in Vietnam in the first nine months of 2026. Vietnamese firms want to learn from China to develop their own AI projects.

Sources

• Fortinet expands FortiGate with AI security
• Fortinet expands AI security capabilities with new firewall service
• Fortinet intros new AI security cloud feature for FortiGate firewalls
• Fortinet launches AI security service for FortiGate
• Fortinet launches AI security service for FortiGate
• Fortinet launches AI security service for FortiGate
• Fortinet expands AI security with the FortiGuard Inline AI Security Service
• Fortinet Launches AI Security Service for FortiGate Customers
• Meta Platforms (META) Rallies as AI Monetization Gains Momentum
• Meta Platforms’ (META) AI Agent Opens a New Growth Opportunity
• Cerebras: The Ultrafast AI Play Trading At A Discount
• Cerebras Systems innovates AI hardware with wafer-scale engines and cloud solutions, but faces market risks.
• Arize says its agents can fix themselves overnight
• Santoli: We are nearing a now-or-never moment for the AI trade to rebound
• Broadcom (AVGO) May Join $95 Billion AI Infrastructure Fundraise
• Human rights activists look to harness AI for the greater good
• Apollo Economist Finds No AI Profit Boost for Corporate America Outside Big Tech
• AI at BNP Paribas #5 | EVA, FLOA's Artificial Intelligence omnichannel customer support
• Chinese investment in Vietnam expands into AI, other high-tech sectors, as businesses eye deeper cooperation