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    Regulatory & Compliance

    Midterms and AI Stocks: Will Regulation Tighten?

    TL;DR: Micron fell 17.5% and AMD 17.3% in the post election selloff, according to CNBC , after Democrats took Congress and pledged to tighten AI oversight. The reporting cites no bill yet, so the reg…

    Jeff Barnes, MBA··5 min read
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    Alternative Investments

    Women's Teams Get Own Stadiums: Good Investment?

    TL;DR: The case for returns rests largely on the fund's own white paper, so the upside is a claim to test, not a result. What happened with women's sports stadium financing? The pitch gets its force …

    Jeff Barnes, MBA··5 min read
    Aerial view of a large data-centre campus on flat farmland, with finished buildings, rooftop cooling equipment and an unfinished wing with cranes beside it.
    Alternative Investments

    Magnificent 7 Lose $1 Trillion as Nasdaq Hits Correction

    TL;DR: The Magnificent Seven lost $1.04 trillion in market value on Thursday, according to the New York Post . The Nasdaq Composite sank 5.5% into correction territory, CNBC reported , as investors f…

    Jeff Barnes, MBA··5 min read
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    Private Equity

    Arctos' Ian Charles Calls College Sports PE a Disaster

    TL;DR: Ian Charles, co founder of Arctos Partners, said at the Dallas Citizens Council annual meeting that private equity in college athletics is a disaster scenario, D Magazine reported. His firm ow…

    Jeff Barnes, MBA··4 min read
    Close-up of an AI accelerator board with a copper cooling plate and coolant lines, lit in cool blue inside a futuristic data centre.
    Market Analysis

    What a Wobbly AI Trade Means for Anthropic's IPO

    TL;DR: Anthropic publicly filed its S 1 on Monday, starting the countdown on what Morningstar says is expected to be one of the largest IPOs on record. AI stocks have rebounded since, though Anthropi…

    Jeff Barnes, MBA··6 min read
    Bright view of Louisiana marsh and timberland with a small, plain oil wellhead pad and a gravel road under a pale sky.
    Private Equity

    Brad Jacobs Leads $1 Billion Investment in CKX Lands

    TL;DR: CKX Lands, Inc. (NYSE American: CKX) and Jacobs Private Equity II, LLC (JPE) announced on November 9, 2026 that JPE and minority co investors have agreed to invest $1 billion in cash in CKX, a…

    Jeff Barnes, MBA··4 min read

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