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Pulse · 247wallst.com

247wallst.com · Oct 27

These AI Chip Stocks May Be Just Getting Started

TSMC, Marvell, and Micron all took hits this week, yet every management team says demand is still outrunning supply. Here is what each company needs to hit its boldest 2027 price target.

Pulse · forbes.com

forbes.com · Oct 27

Your AI Agent Sandbox May Not Be As Safe As It Sounds

Few words in AI security get used as often as, or are used to reassure as much as, "sandbox." Security teams hear a promise when they hear this word: If the agent goes wrong, whether an attacker steers it or it drifts off task, the damage stays in the box. Many products using this word can't keep that promise.

Pulse · fintech.global

fintech.global · Oct 27

Fortinet wants to secure agents before they go awol with inline AI security service

Backbase, an Amsterdam-based provider of banking software, has launched Delivery Factory, an AI-powered platform designed to accelerate software development by pairing banking delivery teams with specialist AI agents throughout the development lifecycle. The company said teams using the platform across more than 10 implementations over the past year completed work at twice the pace of […]

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Top picks this weekarXiv

arXiv

Oct 26

Retriever-Free Retrieval: Navigating Documents with Decision Models

While language models have become dramatically more capable, retrieval still largely relies on lexical matching or similarity in fixed embedding spaces. This creates a capability asymmetry: what the retriever fails to find, even the strongest generator cannot recover. We propose DecisionRAG, which brings the capabilities of pretrained language models to retrieval using decision models that jointly evaluate candidate branches in a single forward pass, without generating any tokens, and show that judging candidates in a shared context makes their relevance estimates comparable. Like a person browsing a library, DecisionRAG navigates the corpus's inherent structure from broad topics down to individual passages, deciding at each level which branches are worth exploring. Without task-specific training or a first-stage retriever, DecisionRAG outperforms dense retrieval with an 8B reranker by 13.8 R@1 points on MultiDoc2Dial and 17.4 Hit@1 points on Natural Questions. Across four benchmarks, including a corpus of 2.68 million Wikipedia paragraphs, retrieval takes just 0.7-1.8 seconds per query.

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arXiv

Sep 22

Graded Representation Theory of Equivariant Neural Networks

Nonlinear activations can create equivariant interactions between irreducible representations that linear maps cannot. We use the Gaussian degree decomposition to extend ordinary polynomial degree to such nonlinear maps, and prove that for a fixed coordinatewise equivariant…

arXiv

Sep 22

TRACE: Trajectory Representation and Consistency Estimation for AI-Generated Video Detection

Recent advances in generative video models have enabled the synthesis of visually realistic content, posing significant challenges to synthetic video detection. Existing detectors often rely on appearance artifacts, semantic inconsistencies, and temporal patterns that may be…

arXiv

Sep 22

Video-HopChain: Multi-Hop Questions and Confidence-Gated Exploration for Video Reasoning Models

HopChain has shown on still images that multi-hop data synthesis improves vision-language reasoning, because long chain-of-thought reasoning exposes errors that compound across steps, while most data used for reinforcement learning with verifiable rewards (RLVR) rarely demands…

arXiv

Sep 22

Reading Right, Answering Wrong: How Visual Configuration Changes Affect Evidence Use in VLMs

Vision-language models (VLMs) have achieved strong performance on tasks such as visual question answering, yet small image resizes can turn correct answers into errors. We investigate whether changes in visual configuration, such as image tiling and token arrangement,…

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