Tech 24 - October 2, 2026

Fortinet disclosed a critical FortiMail flaw on Thursday that attackers are already using. It's tracked as CVE-2026-104286 and scores 9.8 out of 10.

An attacker doesn't need to log in. A crafted web request can write files onto the mail gateway, and from there run commands. The 7.2, 7.4, 7.6 and 8.0 branches are all affected.

Fixed builds haven't shipped. Until they do, Fortinet says to disable Identity-Based Encryption or wall off the management interface. CISA gave federal agencies until Sunday.

Earendil shipped Pi 1.0 on Thursday. It's the first stable release of the stripped-down agent harness many developers use for coding.

The big change is native MCP support through a feature called Codemode. Tools now load only when needed, which keeps context lean. A new experimental package, Pi Durable, targets agents that run for hours.

Earendil says Pi has hundreds of thousands of weekly users. The 1.0 tag tells teams it's safe to build on.

While pundits on CNBC and Fox Business argued about the "AI bubble" for most of the year…

Nvidia invested more than $7 billion into a radical "light-speed" device…

That's about to shatter the limitations of AI as we know it…

And unlock the next wave of AI growth.

Bill Gates put more than $200 million of his own money into it…

And BlackRock, Vanguard, Morgan Stanley, even Norway's trillion-dollar sovereign wealth fund, are all moving money to prepare for what's coming.

Already, stocks involved with this "light-speed" device are breaking out 133%, 217%, even 320%…

But it's just getting started.

In fact, Wall Street insider Jason Bodner — the same man who called Nvidia at $4.50 — says this radical device is about to launch a whole new wave of AI winners…

And to prove it, he's giving away his #1 stock involved with it — for free.

Click here to learn more. (No purchase necessary.)

P.S. Jason also flagged 10 popular AI stocks he believes will get crushed once this radical device goes mainstream. Click here to get the full list before it's too late..

Kevin Mandia's new startup, Armadin, raised a $255.5 million Series B on Thursday. Andreessen Horowitz and Accel co-led it at a valuation above $2.5 billion.

Armadin points swarms of AI agents at its customers' networks around the clock. They map weak spots and chain small flaws into real break-in paths. That's meant to replace the once-a-year penetration test.

Mandia sold Mandiant to Google for $5.4 billion in 2022. His new bet is that defenders need to automate faster than attackers.

Broadcom agreed to lend Anthropic up to $42 billion, Reuters reported Thursday. The deal surfaced in Anthropic's IPO filing.

It comes as a convertible note. It could cover about a third of Anthropic's $125.2 billion, five-year lease of TPU computing capacity. If the note converts, Broadcom ends up holding Anthropic shares.

Anthropic flagged potential conflicts of interest in the filing. Broadcom is now supplier, lender and possible shareholder in one of its biggest customers.

TSMC is weighing a multi-fab campus in Texas, Bloomberg reported Thursday. Each fab would cost at least $20 billion.

That would sit on top of the $265 billion TSMC already committed to Arizona. Planning is early, and TSMC isn't commenting. Singapore is also in the running.

The swing factor is a US manufacturing tax credit that lapses at year's end. If Congress lets it go, Texas could slip.