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Monday, November 9, 2026

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Seed Corn

Chiron’s failed $49 million Beaumont sale and $178 million Pinnacle acquisition leave XRN with $70 million of liquidity and medical-office…

STRL: 80 new electricians a week

Sterling’s $4.1 billion backlog faces Texas permitting risk after a governor proposed a moratorium, while Connexion, Capital Asset Planning…

Roblox: Capture This Moment

Roblox’s Q3 FY26 DAUs fell year over year for the first time, while bookings declined 12% to $1.7 billion.

DoorDash and Google

DoorDash and Google.

TYL · long

Tyler Technologies INC

Tyler Technologies, TYL, is positioned as a resilient govtech software provider if AI disrupts enterprise SaaS.

Financing the AI Boom 3

Nvidia GPU rental prices are rising across generations, supporting a $500 billion push to finance AI compute as a durable, rentable asset…

The AI Compute Squeeze

CoreWeave and Nebius cite AI compute shortages and higher-priced GPU renewals, but older-chip utilization and depreciation vary across…

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