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The NVIDIA story is a BFD

Jensen Huang, the CEO of Nvidia, one of the world’s most valuable companies and perhaps the most strategically important corporation to the future of the United States, resigned after admitting to an extramarital affair with a woman U.S. intelligence officials believe was a Chinese spy. This is a big fucking deal. Thanks, Captain Obvious. But my impression is that the political world is under-reacting to the Nvidia story. We’re overdue to have at least an initial newsletter covering it. I don’t expect this to become a Silver Bulletin obsession, but the overlap between politics and AI is well within our purview, and this story falls within those sightlines. I’m going to do this as one of those “13 thoughts” bullet-pointed lists that can make for a nice shortcut for these developing news stories. The usual ground rule is that I’m working through my thinking with you in real time, so treat this as provisional. To be clear, this is political analysis, not a scandal explainer. For more about the scandal itself, read Zvi or listen to these recent editions of Odd Lots or Search Engine: Basically, what those describe is that this story isn’t just about Jensen Huang having slept with an alleged Chinese agent, Alice Huang. As this New York Times graphic illustrates, there’s also a broader penumbra of suspicion related to a company called Megaspeed, which Alice Huang ran and which bought Nvidia chips through Nvidia’s hardware partners. U.S. authorities began investigating Megaspeed in 2024, during the Biden administration, over whether it diverted advanced Nvidia chips to China in violation of U.S. export controls. The Commerce Department’s work on the probe was paused in late 2025, and the case was “abruptly transferred” to the Justice Department, the Times reported. My 13 thoughts A canonically good bet is to “buy the rumor but sell the news.” In other words, to bet on people overreacting. That would have been good advice in the case of Haley Stevens’s endorsement of Mike Rogers, for instance. But I think there’s a case for buying the news when the news cycle is particularly busy. The political news world has been knee-deep in the midterms, which is an absolutely massive story given the magnitude of the Democratic sweep. I don’t think it’s an exaggeration to say it’s one of the bigger political earthquakes of the century. However, public attention spans and journalistic bandwidth are finite resources. The timing might lead one to downplay the magnitude of the Nvidia story. It will probably build. In terms of the magnitude, the comparison that comes to mind is the onset of the Iran War, which also dropped amid a busy news cycle1. Nvidia is not the same sort of story, but it is of roughly the same shape and size, because there are tripartite implications for the economy, for geopolitics and for domestic politics.

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Nov 13 • 3:08 PM EST • Politics • natesilver.net
Citigroup maintains Six Flags Entertainment at Neutral, lowers price target to $10 from $13

Citigroup maintained Six Flags Entertainment at Neutral and lowered its price target to $10 from $13, a 23.1% decrease.The price target is roughly in line with the Nov 6 close of $10.Recent analyst actions on Six Flags EntertainmentAcross the five most recent analyst notes published on Six Flags En…

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Nov 9 • 1:32 PM EST • Entertainment • tradingview.com
Comite Civico del Valle Marks Nearly 40 Years of Environmental Health Leadership

Comite Civico del Valle brought the Imperial Valley together on Nov. 4-5 for the 15th annual Environmental Health Leadership Summit at the Old Eucalyptus Schoolhouse in El Centro. Community members, farmworkers, Tribal leaders, scientists, binational partners, local and state officials spent two days on the region's most pressing health and environmental challenges, and on how to solve them together.

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Nov 9 • 12:28 PM EST • Health • calexicochronicle.com
Taiwan's chip show will go on, with or without Jensen Huang

Tech analysts say TSMC's grip on the AI industry's hunger for semiconductors should keep its business going, no matter who helms Nvidia.

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Nov 11 • 4:21 AM EST • Business • businessinsider.com
Businesses in ChatGPT Business Hub Live With Click Data

OpenAI has just announced the ChatGPT Business Hub, Businesses in ChatGPT. This business hub offers analytics on mentions, profile views, and, you guessed it, clicks to websites! Yes, OpenAI is showing us how many people click from ChatGPT to our website.

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Nov 10 • 1:45 PM EST • Business • seroundtable.com
‘Declarations Do Not Protect People’: COP31 Opens Under Pressure To Deliver Results Over Words

The 31st UN climate conference, COP31, got underway on Monday in the Turkish coastal city of Antalya, where some 100,000 people, including more than 90 heads

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Nov 9 • 12:56 PM EST • Health • healthpolicy-watch.news
Science got a lifeline: Now comes the hard part.

One of the most maddening things that has happened in the last two years of Trump 2.0 has been the gutting of medical research. Since losing my husband to colon cancer and my sister to pancreatic cancer, as well as many friends to various cancers and other diseases, supporting science and scientists has become a mission for me. That’s one reason I co-founded Stand Up To Cancer in 2008 — to raise money and awareness for cancer research and encourage scientists to collaborate instead of compete, which was a novel idea back then. If two heads were better than one, we reckoned that ten heads were better than two. So we organized our scientists and researchers into “dream teams” where they could share ideas and approaches and move science forward faster. Our work has been fruitful — we have raised over $800 million, and our research has contributed to several new FDA-approved drugs, like Keytruda. But I know very well that we have miles to go before we sleep and so much work to do when it comes to all kinds of diseases that take the lives of far too many Americans every year — often in the prime of their lives. So when the Trump administration started cutting our scientific infrastructure, it made me crazy. Clinical trials were stopped midstream, labs were abandoned, Ph.D. programs were dismantled, and talented scientists with potentially lifesaving ideas were left unfunded and dejected. In fact, many left their fields altogether or moved to countries where their work would be more valued and supported, financially and otherwise. That’s why, amid all the post-election analysis, I’ve been especially interested in what the midterms could mean for the future of American science. With Democrats winning both chambers of Congress, there’s finally an opportunity to push back against the Trump administration’s attacks on scientific research and public health. Will anything change now that a whole slew of new sheriffs is in town? My friend Dr. Jeremy Faust recently posed this question to a group of physicians, researchers, and health policy experts for his newsletter, Inside Medicine: What could the new Congress realistically accomplish with President Trump still in the White House? Jeremy asked me, too.

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Nov 13 • 11:30 AM EST • Science • katiecouric.substack.com
Dyania Health, Nvidia team up to bring clinical reasoning AI inside hospital networks

Dyania Health is partnering with Nvidia to run its Synapsis AI clinical reasoning platform inside hospitals’ IT systems, enabling large-scale analysis without patient data leaving their networks.

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Nov 13 • 8:30 AM EST • Health • fiercehealthcare.com
Brighton Science Appoints Nick Tolley General Manager Following Click Bond Acquisition

Brighton Science, a provider of surface analysis technology for manufacturers, has appointed Nick Tolley as general manager, effective November 9,... Read More

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Nov 9 • 1:41 PM EST • Science • citybiz.co
UT San Antonio researchers discuss AI’s promise, challenges at brain health conferences

Artificial intelligence (AI) is opening new possibilities for biomedical research, particularly in the field of brain health. AI shows promise for expanding what’s possible, from analyzing brain scans to expanding participation in studies of cognitive decline. At the same time, ensuring these technologies produce accurate, reliable results across populations remains a challenge. Presentations by […]

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Nov 11 • 12:11 PM EST • Health • news.uthscsa.edu
ATP Finals predictions: Sky Sports panel pick their winners and surprise package as Alexander Zverev and Carlos Alcaraz lead the field

Who will win the season-ending tournament in Italy? Are world No 1 Alexander Zverev and No 2 Carlos Alcaraz on collision course? You can watch the Nitto ATP Finals from November 15-22 in Turin on Sky Sports Tennis

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Nov 13 • 8:00 AM EST • Sports • skysports.com
Weekly park trips boost children's mental health, study finds

Experts at the University of Exeter analyse data from 4,219 youngsters aged between four and 11.

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Nov 12 • 7:21 AM EST • Health • bbc.com
😐 Neutral (19%)
love
63%
ahah
37%
Microsoft Outlook Goes Down, Paralyzing Business Communication

Microsoft said it is investigating reports of widespread outages affecting Outlook email and other services connected with its 365 platform.

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Nov 12 • 1:37 PM EST • Business • deadline.com
Gophers take care of business, taking down Southern 91-61

Your best source for quality Minnesota Golden Gophers news, rumors, analysis, stats and scores from the fan perspective.

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Nov 13 • 2:07 PM EST • Business • thedailygopher.com
“This Is Worse Than Brandon Staley”: NFL Analyst Claims Chargers Players Have Quit on Jim Harbaugh Amid 0–8 Start

The Los Angeles Chargers remain winless after eight games as questions grow around head coach Jim Harbaugh. The Chargers lost to the Houston Texans, 44-22, last week, extending their losing streak to 11 games and dropping to 0-8.

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Nov 10 • 4:45 AM EST • Sports • sports.yahoo.com
Melco Resorts & Entertainment downgraded by UBS with a new price target

UBS downgraded Melco Resorts & Entertainment from Buy to Sell and set a new price target of $3.70 Real-time MLCO news, filings and analyst ratings on...

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Nov 12 • 9:05 AM EST • Entertainment • quantisnow.com
Scientists discover two adorable species of howler monkey in the Amazon

A genetic analysis has identified two previously unrecognized species of howler monkey that change these primates' evolutionary tree.

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Nov 13 • 1:31 PM EST • Science • livescience.com
Wisconsin Football’s $2 Million Gamble On Colton Joseph Fails To Pay Off

Did Wisconsin spend $2.27 million for nothing? Analyze Colton Joseph's stats, the QB switch to Ryan Hopkins, and what the Badgers get in return.

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Nov 13 • 10:06 AM EST • Sports • sports.yahoo.com
Analysis: Hegseth fights for his political life with appeal to Trump

The defence secretary may be facing impeachment, writes Gary O'Donoghue, but it is Trump who could determine his fate.

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Nov 10 • 12:24 PM EST • Politics • bbc.com
Burger King Italy Gets Official Magic: The Gathering Meal With Whopper-Themed Deck Boxes

Burger King just launched a Magic: The Gathering meal that comes with Whopper-themed deck boxes and sleeves. Unfortunately, the promotion is exclusive to Burger King Italy, with no indication that it will expand to other countries.

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Nov 10 • 2:16 PM EST • Technology • ign.com
Hedge fund Balyasny is amassing new people to keep a handle on its international business

Arriving at a curious time.

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Nov 12 • 7:15 AM EST • Business • efinancialcareers.com
Older AI-estimated heart age linked to worse health outcomes

Having an older heart age estimated using artificial intelligence (AI) ultrasound analysis compared with actual age was associated with worse outcomes, according to results presented today at the ESC Digital & AI Summit 2026.

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Nov 13 • 2:34 PM EST • Health • news-medical.net
🙂 Positive (50%)
France Seeks Near-Zero Methane Target For Oil And Gas In COP31 Deal

ANTALYA – France is rallying countries to write near-zero methane targets for oil and gas into the COP31 climate deal, as leaders at a summit on Thursday said

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Nov 12 • 1:24 PM EST • Health • healthpolicy-watch.news
Scientists uncover a 192-year-old mystery hidden in a mangled silver coin

A bizarrely deformed 1834 British silver coin found at a car boot sale may preserve evidence of a rare minting accident nearly 200 years ago. Advanced 3D scans and microscopic analysis revealed unusual metal distortions suggesting the coin was crushed under extreme pressure, potentially during its original production.

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Nov 10 • 7:00 PM EST • Science • sciencedaily.com
Analysts say these executives could succeed Nvidia CEO Jensen Huang

Nvidia's board is probing possible foreign intel targeting of CEO Jensen Huang. If he steps down, analysts say these execs could be his successors.

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Nov 9 • 6:29 PM EST • Business • businessinsider.com
Study: Wastewater can indicate health patterns in Ohio

In the study, researchers analyzed 27 wastewater samples collected in 2022 from nine treatment plans in eight Ohio cities.

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Nov 11 • 9:04 AM EST • Health • spectrumnews1.com
Have things finally clicked at Preston?

BBC Radio Lancashire's Andy Bayes analyses the win over Southampton and what it means for Preston's Championship hopes.

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Nov 12 • 5:18 AM EST • Sports • sports.yahoo.com
Nazca infant had rare, fatal birth defect that left her with one central eye 1,600 years ago

A DNA analysis has confirmed that a Nazca infant who lived in southern Peru 1,600 years ago had a rare congenital condition called trisomy 13.

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Nov 9 • 6:40 PM EST • Science • livescience.com
Week 10 Target Report: Should Fantasy Football Managers Worry About Jameson Williams? Can We Trust Tank Dell?

Analyzing Week 9 target shares and usage trends for Jameson Williams, Tank Dell, Darren Waller, and Adonai Mitchell to get the fantasy edge for Week 10.

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Nov 11 • 4:04 PM EST • Sports • sports.yahoo.com
Ravens news: Arthur Maulet retires

Rounding up the latest news and analysis about the Baltimore Ravens.

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Nov 11 • 6:00 AM EST • Sports • sports.yahoo.com
RedBird launches Milan Sports & Entertainment with Varese as potential NBA Europe franchise

RedBird, one of the main partners of the NBA for their European project, appointed Brett Yormark as Chief Executive Officer of their new holding company which is expected to be owners of the NBA franchise in Northern Italy

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Nov 13 • 11:16 AM EST • Entertainment • eurohoops.net
Deep dive
😐 Neutral (7%)
wow
100%
Political analyst says Stephen Miller appointment sets up battle between White House and Congress
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Nov 11 • 9:14 AM EST • Politics • news4jax.com
ClickHouse Expands Its Platform With Postgres Push and Xata Deal

ClickHouse has built its reputation on helping companies analyze large amounts of data quickly. That’s been its main business for years. That might be changing soon as the company now wants to do a lot more than that. This week ClickHouse announced a major expansion of its platform. It is now moving more heavily into […]

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Nov 13 • 1:32 PM EST • Science • hpcwire.com
Huang's downfall may undo cozy ties between business and government: analysis

The Nvidia founder's downfall and the midterm election could mark a turning point in the recent close relationship between corporate leaders and the federal government.

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Nov 13 • 8:01 AM EST • Politics • cnbc.com
Maurice on Books: Jason Horowitz’s ‘The Italian Job’

There is so much to love about Italy. The sumptuous local food, the vineyards filled with unique varieties of grapes. The rolling hills in the Tuscan countryside. And the light

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Nov 10 • 10:30 AM EST • Entertainment • floridaweekly.com
'The possibilities are truly breathtaking': NASA's Roman Space Telescope will take better images and last longer than experts predicted

NASA's Nancy Grace Roman Space Telescope could capture images 30% sharper than — and remain operational for twice as long as — initially expected. Researchers say these "remarkable" developments could greatly enhance the volume and quality of the data they will analyze.

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Nov 11 • 10:24 AM EST • Science • livescience.com
Estee Lauder’s China Business Is Looking Good. That Helps Its Turnaround.

Analysts see more upside as the beauty company strengthens its China business and pursues higher sales and margins.

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Nov 10 • 11:50 AM EST • Business • barrons.com
Hims & Hers Health (NYSE:HIMS) posts Q3 2026 sales in line with estimates but full-year sales guidance misses expectations

Telehealth company Hims & Hers Health (NYSE:HIMS) met Wall Street’s revenue expectations in Q3 2026, with revenue up 48.6% year on year to $890.4 million. On the other hand, next quarter’s revenue guidance of $885 million was less impressive, coming in 7.1% below analysts’ consensus estimates. Its GAAP loss of $0.14 per share was significantly below analysts’ consensus estimates.

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Nov 9 • 4:34 PM EST • Health • finance.yahoo.com
How to watch or listen to Iowa State versus Southern

Who: Iowa State (1-1, 0-0 Big 12) vs. Southern (0-3, 0-0 SWC) Where: Hilton Coliseum (14,267) – Ames When: Nov. 10, 2026 – 7 p.m. CT Watch: ESPN+ // BJ Schaben (PxP), Derrin Hansen (Analyst) and Shannon Ehrhardt (Reporter) Listen: Cyclone Radio Network // John Walters (PxP) and Eric Heft (Analyst)

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Nov 10 • 7:00 PM EST • Sports • sports.yahoo.com
Who's behind Wisconsin's political ads? Following the money beyond the disclaimer

ANALYSIS – Television commercials, social media videos and campaign mailers were hard to miss in Wisconsin during the weeks leading up to the Nov. 3 election.

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Nov 11 • 4:21 PM EST • Politics • civicmedia.us
PAHO calls for stronger menopause care to promote healthy aging in the Americas

Only 10 of the 33 countries and territories in the region have identified national guidelines for menopause care, according to a regional analysis presented by PAHO.Washington, D.C., 10 November 2026 (PAHO) – The Pan American Health Organization (PAHO) called on countries in Latin America and the Caribbean to strengthen menopause care within health services and adopt an approach that goes beyond symptom management to include the prevention of chronic diseases, mental and sexual health, and the promotion of healthy aging.

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Nov 10 • 3:21 PM EST • Health • paho.org
Formula 1 to finish season in Middle East

The 2026 Formula 1 season will conclude with the Qatar and Abu Dhabi grands prix as planned, with Italy's Imola circuit stood down as back-up for the races.

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Nov 10 • 10:08 AM EST • Sports • sports.yahoo.com
Alliance Entertainment Q1 revenue rises 10% on physical media and collectibles

OverviewOutlookResult DriversCompany press release:Key DetailsAnalyst CoverageReuters Recommended ReadsFor questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.(This story was created using…

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Nov 12 • 8:41 AM EST • Entertainment • tradingview.com
😐 Neutral (6%)
Carson Daly Is Taking On a New Role at 'Today'—and Fans Couldn’t Be More Thrilled

This is major!

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Nov 9 • 11:45 AM EST • Entertainment • goodhousekeeping.com
Constant Contact Launches AI Marketing Product for Small Businesses

Constant Contact announced Thursday the release of Catalyst, a new agentic AI marketing product that the company says works like an expert that owners hired rather than another tool they need to learn.

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Nov 12 • 11:43 AM EST • Business • cpapracticeadvisor.com
Citigroup maintains PENN Entertainment at Neutral, raises price target to $19 from $17

Citigroup maintained PENN Entertainment at Neutral and raised its price target to $19 from $17, an 11.8% increase.The price target implies an upside of 9.0% from the Nov 6 close of $17.43.Recent analyst actions on PENN EntertainmentAcross the five most recent analyst notes published on PENN Enterta…

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Nov 9 • 1:31 PM EST • Entertainment • tradingview.com
Big Ten Analyst Sees Fitzgerald’s Identity in Michigan State’s Win

A Big Ten Network analyst watched Michigan State beat Michigan and saw exactly what Pat Fitzgerald wants. #Spartans

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Nov 11 • 12:05 PM EST • Sports • sports.yahoo.com
Public Health Situation Analysis (PHSA) - Impact of El Niño in the Africa Region

in English on World; published on 9 Nov 2026 by WHO

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Nov 10 • 6:53 AM EST • Health • reliefweb.int
Second-Year Rural Health Fund Awards Per Rural Resident Continue to Vary Widely

This analysis describes rural health fund awards in the second year of the program. Awards per rural resident continue to vary widely across states in year two, ranging from less than $100 in twelve states to more than $500 in eight states

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Nov 13 • 11:03 AM EST • Health • kff.org
SAIC: Science Applications International Corporation filed SEC Form 8-K: Entry into a Material Definitive Agre

8-K - Science Applications International Corp (0001571123) (Filer) Real-time SAIC news, filings and analyst ratings on Quantisnow.

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Nov 13 • 4:08 PM EST • Science • quantisnow.com
Polluting Industries Swarm COP31, Outnumber Climate-Vulnerable Nations

More than 100 companies and industry groups with records of obstructing climate policy have sent delegations to the COP31 UN climate summit in Antalya that outnumber those of some of the world's most climate-vulnerable nations, an analysis released Friday found.

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Nov 13 • 12:36 PM EST • Health • healthpolicy-watch.news
Deep dive
😐 Neutral (4%)
wow
100%
Broncos at Panthers: The No Bull Review

No Bull thoughts, opinions, and analysis on the Denver Broncos ' record-setting win over the Carolina Panthers.

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Nov 10 • 8:00 AM EST • Sports • sports.yahoo.com
Science Lab: Dear Cowboys, is the laundry done?

Welcome to "The Science Lab", a place where football facts and in-depth analysis always triumph over feelings.

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Nov 12 • 12:12 PM EST • Science • dallascowboys.com
USC vs California live updates: Score, highlights, and analysis

USC men's hoops goes to Berkeley to play its former Pac-12 foe. Follow live score updates, highlights, injury news, key plays, and instant analysis

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Nov 11 • 9:21 PM EST • Sports • sports.yahoo.com
Steelers Afternoon Drive: Injury Returns Replacing Deadline Deals?

Welcome to the Steelers Afternoon Drive, our new daily podcast featuring all the latest Steelers news and analysis. Alan Saunders […]

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Nov 11 • 6:41 PM EST • Sports • sports.yahoo.com
The Advancing Global Health Annual Program Statement (AGH/APS) Mechanism: Supplementing the America First MOUs

To shed greater light on U.S. global health efforts under the AFGHS, this analysis examines the Advancing Global Health APS (AGH/APS) award opportunities announced to date by looking at how funding may be directed across countries and selected areas of global health programming, painting a fuller picture of how continued U.S. global health investment may look in a post-USAID foreign aid landscape.

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Nov 13 • 3:04 PM EST • Health • kff.org
Texas politics add 'sand in the gears' for CoreWeave, says MoffettNathanson's Nick Del Deo

Nick Del Deo, MoffatNathanson analyst, joins 'Closing Bell Overtime' to talk what to expect from CoreWeave earnings on Thursday.

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Nov 9 • 5:19 PM EST • Politics • cnbc.com
SCRA Announces Recipients of Rural Health Initiative Grants

The South Carolina Research Authority has announced the first four companies that will receive inaugural funding awards for its Tech Catalyst Fund, a rural health innovation initiative administered by SCRA in partnership with the South Carolina...

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Nov 10 • 10:38 AM EST • Health • greenvillebusinessmag.com
Mueller Water Products to exit metering business under ZENNER USA deal

News, analysis and reports on the international water sector.

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Nov 13 • 5:41 AM EST • Business • smartwatermagazine.com
Clemson Staffer Becomes Top Target for College Football Coaching Job

Furman is reportedly closing in on veteran defensive analyst Mike Houston to lead its program, potentially pulling the former East Carolina head coach away from Dabo Swinney’s staff.

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Nov 10 • 8:48 PM EST • Sports • sports.yahoo.com
Future of female health: Creating value through a female life-stage lens

Strategy& analyzes how companies can create value through a female life-stage lens.

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Nov 10 • 2:41 AM EST • Health • strategyand.pwc.com
A sober note amid the Democratic jubilation

Democrats are beside themselves in jubilant elation, while much of the rest of the country is simply relieved. Any analysis of last Tuesday’s election starts with the size and scope of Democratic victories. Early this year, blue strategists were wishing for perhaps a pickup of 10 or 15 seats in the House. Senate control requiring […]

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Nov 10 • 7:00 AM EST • Politics • coloradopolitics.com
Moana, The Invite and “What Customers Want”

(Welcome to my weekly streaming ratings report, the single best guide to what’s popular in streaming TV and what isn’t. I’m the Entertainment Strategy Guy, a former streaming executive who now analyzes business strategy in the entertainment industry. If you were forwarded this email, please subscribe to get these insights each week.) Before we get going, I wanted to acknowledge that two of the most important figures in sports media (at least to me and my team) are stepping back from two of the best sports shows of all time. First off, Ernie Johnson will no longer host possibly the greatest studio show in the history of all sports, Inside the NBA. (Charles Barkley has said in the past that he’s retiring when Ernie does, which would be even worse!) EJ is one of the greatest to ever do it, and the NBA won’t be the same without him. Next, Michael Wilbon is taking a leave of absence from PTI, my favorite sports news show. I’ve been listening to the podcast for this show since the 2010s, if not earlier, treating it as my daily sports page. Wilbon, along with his co-host Tony Kornheiser, is also one of the greatest to ever do it. The sports media landscape will be worse without these two in it! Wishing all the best to Wilbon and EJ. Okay, on to this week’s issue. We’ve got two big shows—the second season of Prime Video’s The Terminal List and the third season of Netflix’s _Nobody Wants This—_but both were bested by an acquired title landing on Netflix. All that, plus an Original film from Mexico makes the charts but a formerly huge foreign TV show does not, a notable creator’s latest standup special flops, Ted Lasso finishes as a top season four series of all time, big numbers for the NBA’s new season (finally), the top animated shows on linear and streaming, movie budgets, and all the flops, bombs and misses, and a whole lot more. But first, on the film side, I’m taking a look at Moana and A24’s buzzy film from last summer. Let’s dive right in! (Reminder: The streaming ratings report focuses on the U.S. market and compiles data from Nielsen’s weekly top ten viewership ranks, Luminate’s Top Ten Data, JustWatch and Reelgood interest data, Samba TV household viewership, company datecdotes, Netflix hours viewed data, Google Trends, and IMDb to determine the most popular content. While most data points are current, Nielsen’s data covers the weeks of October 19th to October 25th, 2026. You can find a link to my terminology here.) Subscribe Film - What Do Customers Want? If I could remove one phrase from entertainment journalism, it would be “what customers want”. It’s not that it’s not wrong per se, but I read a lot of articles that use that phrase, but then don’t provide evidence of what customers actually want.1 For example, look at the bar chart below. It shows customer interest as measured by how much customers actually spent at the American box office, comparing four films to four others. Which films would you say represent “interest” the most? The one on the left certainly seems bigger, right? So it seems like “customers” wanted to see those films more. So here’s that chart with names attached: That’s right, four very buzzy films—The Invite, You Can See Everything, Teenage Sex and Death at Camp Miasma and Primetime—went up against four notable “flops” or underperformers—Moana, Disclosure Day, Minions and Monsters, and Supergirl—and the latter clearly had more interest. That doesn’t mean they’re more profitable2 or well-liked by critics, but if you’re asking what customers want to spend their money on, it’s those movies. I’d especially argue that You Can See Everything had about as much media coverage as a film can get—I saw/read about it constantly; whenever random NBA podcasts are talking about it, you know it’s everywhere—and yet Moana will likely best it. I bring this up, because this week features a showdown between a notable box office flop, Moana on Disney+, and a buzzy dramedy, The Invite on HBO Max. Moana was widely considered to be a flop, and it was a disappointment at the box office, only earning $126 million domestically (and $323 million globally). For the budget, that’s a big miss, down from Moana 2’s heights of $1 billion globally. But as I’ve written a few times this summer, we often confuse “this film is profitable” with “more customers want to watch this film”, which is not the same thing. But that’s the box office. Let’s look at the streaming numbers, starting with the Moana live-action reboot. Where, yes, Moana (2026) also disappointed. It made Nielsen, but under 10 million hours, which is low for kid-skewing Disney+ films: It did make Samba TV, but at tenth place for only one week: Those numbers stand in stark contrast to some of Moana’s previous superlatives on streaming. Moana (the original animated film) has made the Nielsen charts 130 times since 2021. Moana 2 opened to 33.3 million hours on Nielsen. Moana was the biggest film on streaming in 2023 and 2024, second in 2020 and 2021, and top six in 2022 and 2025. Moana 2 was second overall in 2025. To be clear, the Moana live-action reboot didn’t work, given how much it cost to make. It’s absolutely a disappointment. But more families paid to see it than people paid to see most of A24’s buzzy films this year, with one notable (horror film) exception. Okay, on to The Invite, A24’s buzzy summer release, which just came to HBO Max. Mainly, I’m curious: Who made money from this film? Or who lost money: the stars of The Invite or A24? No, seriously, read this Deadline article for the details. The Invite’s budget was allegedly “under $15 million” (so...$14 million?) then A24 bought it for “a sum north of $10 million”, which I saw elsewhere as over $12 million (so...$13 million?), but then it just made $26 million in the US. So basically, The Invite’s investors only made money after they sold foreign territories—it made $33 million overseas—but A24 might just make its money back in the US in the theatrical window, assuming it had $0 in marketing. I read one article analyzing this film’s marketing campaign which assumed no marketing spend, even though that article went on to detail how much marketing and PR and ads this film had. For what it’s worth, I saw a lot of marketing for it. A24 will likely just break even after factoring in other windows, but no matter what, this isn’t a hugely profitable juggernaut from Hollywood’s most-heralded film studio. (And, I’d note, most coverage of IP or superhero failures doesn’t account for profitability in future windows.) Really, I’m guessing that the stars—Olivia Wilde, Seth Rogen, Ed Norton and Penelope Cruz—had or kept their backend, hence why they did so much press for this film, which brings me to my actual takeaway, which I just mentioned two weeks ago about Backrooms: I don’t trust A24’s reported film budgets anymore. Either A24 is strategically releasing low numbers to get good press or they’ve really cracked the code on how to make movies at prices no one else can approach. But I’m skeptical about that last point. You don’t keep elite talent happy by keeping budgets in check—see: Dan Lin getting fired—and by all accounts, A24 keeps talent very happy. There’s another option: not paying big name actors their actual quotes upfront by giving away back end/profit participation. Offering backend is one great way to keep the reported budget lower than it actually is, but it makes the film less profitable for A24. (By the way, I’m still running down the numbers on Backrooms’ budget. If you know its actual budget—not the reported $10 million number—reach out to me on my contact page. I’ve heard rumblings I’m on to something, but would love something more concrete.) Okay, enough asking questions about A24’s business model. To the streaming ratings! The Invite came to HBO Max on 23-Oct, so we could look at the streaming numbers now… …and I don’t have any for you since it didn’t make any of the charts I track. And that’s pretty much the moral of the streaming story. Even though it disappointed on streaming, Moana wins this round, too. Quick Notes on Film The only other notable new straight-to-streaming film was S_urviving Hurricane Otis_, a Mexican Original on Netflix. It made Nielsen with 3.4 million hours and Luminate with 4.8 million hours. Overall, I’d call that very solid for a foreign-language title, but still far from a hit. Overall, the Luminate and Nielsen charts felt very light this week. Gladiator II also came to Netflix non-exclusively (it’s still streaming on Paramount+) and had 5.0 million hours according to Nielsen. That’s up from the 3.7 million hours it had when it premiered on Paramount+ a year and a half ago. Netflix’s Animals fell to 4.9 million hours according to Nielsen and fell off the Samba TV charts. Peacock/Universal’s Disclosure Day actually made it for a third week, but only at 2.8 million hours. Apple TV’s Sacrifice was down to 2.7 million from 3.2 million. Still, for an Apple TV film to make two weeks is solid (for them). Toy Story 5 made a fifth week on the charts. We’re just getting started with this issue, but the rest is for paid subscribers of the Entertainment Strategy Guy, so if you’d like to find out… ...how The Terminal List did after a four-year break... ...what acquired surprising title topped the charts… …where Ted Lasso finished in the all-time charts… ...big NBA opening week ratings... …a controversial new reality show that missed the charts... ...what very notable foreign TV show flopped... ...all the flops, bombs and misses... ...and a whole lot more... ...please subscribe! We can only keep doing this great work with your support. If you want an idea of just how much content you’d get in a full issue, check out this older issue.

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Nov 10 • 7:58 PM EST • Entertainment • entertainment.substack.com
ESPN analyst Rex Ryan arrested after allegedly striking 2 pedestrians with his truck, running over their feet

Rex Ryan faces six misdemeanor charges for his alleged actions.

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Nov 11 • 12:01 PM EST • Sports • sports.yahoo.com
Colom’s historic Senate win could reshape Mississippi’s political future: Analysis

The question is whether his victory can establish a lasting realignment.

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Nov 12 • 4:49 PM EST • Politics • abcnews.com
College football analyst has strong words for Lane Kiffin's flawed culture

The dark side message isn't sitting well with many.

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Nov 10 • 6:50 PM EST • Sports • sports.yahoo.com
GTA VI Game Data Suggests PSSR Update With 120 Hz Support and PS5 Pro "High CPU Frequency Mode"

With the GTA VI launch around the corner, more and more information has begun to surface about the upcoming game. The latest news comes from GTAForums user Tex2, who analyzed the GTA VI PS5 metadata, who claims that GTA VI will launch alongside a newer version of PSSR. The biggest takeaways from...

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Nov 9 • 5:35 PM EST • Technology • techpowerup.com
ESPN Analysts Mocks Utah Title Hopes After BYU Win

Utah Utes beat BYU but ESPN says they can't win a title. See what analysts said and why the Utes still control their destiny in the Big 12.

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Nov 11 • 9:21 PM EST • Sports • sports.yahoo.com
Spotfire 15.1 Brings AI Into the Flow of Industrial Investigations

The latest Spotfire innovation release introduces Ask Spotfire, reusable Skills, specialized Insight Agents, and MCP connectivity to accelerate interactive analysis, with expanded workflows for semiconductor and upstream energy analytics. FT. LAUDERDALE, Fla., Nov. 13, 2026 — Spotfire has announced the availability of Spotfire 15.1, the latest innovation release of the Spotfire platform, advancing AI-augmented investigations with […]

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Nov 13 • 4:58 PM EST • Science • hpcwire.com
Microsoft Outlook Goes Down, Paralyzing Business Communication

Microsoft said it is investigating reports of widespread outages affecting Outlook email and other services connected with its 365 platform.

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Nov 12 • 1:37 PM EST • Technology • deadline.com
Six Flags Entertainment (FUN) Stock Fair Value Moves Lower After Fresh Analyst Target Cuts

The average fair value estimate for Six Flags Entertainment has moved from about US$17.00 to roughly US$14.23 per share, a reduction of around 16%, which reflects a reset in price targets across recent research. Analysts link these changes to a mixed setup, with some seeing room for upside if execution improves and others focused on attendance trends, legal and safety issues, and balance sheet pressure. As you read on, you will see how these shifting targets and opinions can help you track...

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Nov 13 • 4:10 AM EST • Entertainment • finance.yahoo.com
Target shoppers visiting more often as holidays gear up

Target's strong growth in customer visits this year has analysts optimistic about its turnaround heading into its busiest season.

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Nov 13 • 5:57 AM EST • Business • businessinsider.com
“Either a Great Story or it Doesn’t Go Well”: Analyst Lists Bryce Underwood on Texas A&M’s Radar Amid Question Marks Over Marcel Reed

Bryce Underwood has had a very underwhelming campaign so far with the Michigan Wolverines, and with head coach Kyle Whittingham putting his faith in Tommy Carr, Underwood’s future is in serious doubt. Analyst Adam Breneman believes Underwood should be on Texas A&M’s radar amid its own quarterback issues with Marcel Reed.

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Nov 13 • 6:33 AM EST • Sports • sports.yahoo.com
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EPA methane proposal threatens Maine’s public health, climate goals

The Environmental Protection Agency has proposed a rollback of federal methane regulations but oil and gas sector analysts warned it could pose a significant threat to public health.Methane is considered both a “super pollutant” and a major cause of climate change, trapping 80 times as much heat in the atmosphere in the short term as

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Nov 12 • 10:40 AM EST • Health • mainebeacon.com
The 10 Best Gifts for Health and Fitness Nuts

Breaking news and analysis from time.com. Politics, world news, photos, video, tech reviews, health, science, and entertainment news.

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Nov 12 • 10:07 AM EST • Health • time.com
MANTECH Wins $307M CBP Business Intelligence Contract

MANTECH has won a potential five-year, $307 million DHS contract to advance CBP's intelligence and data analytics capabilities.

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Nov 11 • 5:44 AM EST • Business • govconwire.com
BioUK acquires certain key assets of SEHTA to strengthen support for life science SMEs across the UK

BioUK Ltd., the not-for-profit membership organization focused on catalyzing success in UK life sciences, today announced that it has acquired certain key assets of SEHTA (Science and Engineering Health Technologies Alliance) through an asset purchase agreement.

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Nov 9 • 10:48 PM EST • Science • news-medical.net
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Scientists challenge the dream of bringing extinct species back to life

Could extinction itself become a thing of the past? Advances in biotechnology, including ancient DNA sequencing, genome analysis and gene editing, have led some to believe that it may be possible to bring ...

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Nov 11 • 2:30 PM EST • Science • phys.org
‘This Is the Worst Idea,’ ‘Stop Destroying Sports’ — Fans Rip ESPN Analyst for Pushing NFL To ‘Buy’ College Football

College football fans are pushing back hard on ESPN’s Evan Cohen after he floated an NFL takeover of their sport. Cohen said it three days after ESPN locked up the rights to a much bigger postseason, a five-year agreement with the College Football Playoff that grows the field to 24 teams starting in 2027.

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Nov 12 • 4:35 PM EST • Sports • sports.yahoo.com
Guerin Shoots Down False Narrative About Quinn Hughes Talks

Bill Guerin is the only one who really knows what’s going on as fans and analysts wait for breaking news on the Quinn Hughes front. Hoping to see an extension, fans are hearing crickets, which has many wondering what the delay is. What we have learned is that this isn’t about the two sides talking often […] The post Guerin Shoots Down False Narrative About Quinn Hughes Talks appeared first on HEAVY.

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Nov 13 • 2:31 AM EST • Sports • sports.yahoo.com
AI-derived inflammation score improves cardiovascular risk prediction beyond CAC

A new analysis suggests that these AI-assessed scores could help identify patients at elevated cardiovascular risk even when their coronary calcium levels are low or absent on imaging.

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Nov 11 • 5:34 PM EST • Business • radiologybusiness.com
Voice changes may detect worsening heart failure weeks before other symptoms appear

A new AI-powered voice analysis system is much more accurate than the current standard of care, according to new data presented at AHA Scientific Sessions 2026. The technology was specifically built to be user-friendly, requiring patients to speak just a handful of sentences into their smartphone each day.

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Nov 10 • 4:49 PM EST • Business • cardiovascularbusiness.com
Research program films accepted to American Public Health Association 2026 Meeting

Four educational films produced through the Neurocognitive Aging and Analytics Research Education (NAARE) Program at Cal State Fullerton and the University of Southern California were selected for screening at the American Public Health Association 2026 Annual Meeting, one of the nation’s largest public health conferences. The films highlight research and education on brain health, Alzheimer’s disease, aging, health disparities and neurocognitive aging.

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Nov 10 • 11:20 AM EST • Health • news.fullerton.edu
Juvenile arrested after attempted burglary at Baltimore's Little Italy business

A 14-year-old was arrested Thursday for attempting to burglarize a business in Baltimore’s Little Italy neighborhood, according to police.

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Nov 12 • 12:34 PM EST • Business • foxbaltimore.com
NYT bestseller ‘Robopocalypse’ is getting a TV series with Oscar winners Ron Howard and Akiva Goldsman at the helm

Well, this should be a nice distraction from the real AI apocalypse.

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Nov 9 • 2:00 PM EST • Entertainment • space.com
Analysis | What progressive and moderate Democrats want with their party back in power

“There will be clashes,” said one Democratic strategist.

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Nov 11 • 4:38 PM EST • Politics • washingtonpost.com
Michigan State basketball vs. Northern Iowa: Score prediction, analysis

Check out our prediction for the Spartans' matchup against Northern Iowa on Friday

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Nov 12 • 8:25 PM EST • Sports • sports.yahoo.com
Huang's downfall may undo cozy ties between business and government: analysis

The Nvidia founder's downfall and the midterm election could mark a turning point in the recent close relationship between corporate leaders and the federal government.

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Nov 13 • 8:01 AM EST • Business • cnbc.com
Kaveh Akbar, Sally Rooney, and Political Paralysis in Contemporary Fiction

In Martyr!, Kaveh Akbar’s debut novel, the Iranian-American poet Cyrus Shams is trying to write a book about martyrdom. We learn early, as part of his backstory, that his mother was one of 290 civi…

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Nov 13 • 3:20 AM EST • Politics • lithub.com
Purple wins The Technology Business of the Year at the Lloyds British Business Excellence Awards 2026

Manchester-based WiFi and analytics platform, used in more than 80,000 venues worldwide, recognised as one of the UK’s best businesses at Grosvenor House, LondonManchester, UK, Nov. 11, 2026 (GLOBE NEWSWIRE) -- Purple, the Manchester-based global guest, staff and multi-tenant WiFi and analytics platform, has won The Technology Business of the Year at the Lloyds British Business Excellence Awards 2026. The ceremony took place at Grosvenor House, London, on Tuesday 10 November in front of 1,200 bu

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Nov 11 • 12:59 PM EST • Business • finance.yahoo.com
Italian Grit Makes France Look Silly

Italy stuns France 3-1 in the Nations League despite Donnarumma's mistake. See how grit and a late goal secured the win over the mighty French.

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Nov 12 • 9:22 PM EST • Sports • sports.yahoo.com
ManTech wins $307M DHS contract

Herndon-based Mantech won a five-year, $307 million Department of Homeland Security contract to provide data analytics and other services.

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Nov 13 • 9:00 AM EST • Business • virginiabusiness.com
“Never Has Those Solutions”: Analyst is Fed Up With Deion Sanders’ Poor Handling of Media As He Demands Change at Colorado

Colorado’s Deion Sanders has been widely criticized in college football circles for his performance as a head coach, and at least one person believes his struggles go beyond poor on-field results. After the Buffaloes lost 20-10 against Arizona State on Saturday, the Hall of Famer was asked about his job security.

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Nov 11 • 4:50 AM EST • Sports • sports.yahoo.com
How Wisconsin’s political landscape changed in the 2026 election

A county-by-county analysis shows where Democrats gained ground across Wisconsin — and where Republicans held or strengthened their support.

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Nov 12 • 4:30 PM EST • Politics • milwaukeenns.org
SpaceX's biggest business this quarter may not be rockets

A Deutsche Bank analyst says SpaceX’s least flashy business is about to become its biggest. The fine print is worth a look.

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Nov 10 • 11:07 PM EST • Business • sg.finance.yahoo.com
OPINION - Outlasting politics: How COP31 conference can deliver lasting climate action

Summit in Antalya, Türkiye should leave their successors a cleaner energy system that sustains prosperity and gives people compelling reasons to maintain it. | Anadolu

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Nov 10 • 8:37 AM EST • Politics • aa.com.tr
Analytics and Data Science News for the Week of November 13; Updates from Alteryx, Databricks, Edelbyte & More

Solutions Review Executive Editor Tim King curated this list of notable analytics and data science news for the week of November 13, 2026.

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Nov 13 • 7:00 AM EST • Science • solutionsreview.com
Political analyst Yuval Levin talks constitutional principles at FSU

Political analyst Yuval Levin took the stage at FSU’s Club Downunder to speak on the government’s role in balancing majority rule and minority rights.

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Nov 13 • 12:01 PM EST • Politics • fsunews.com
Italy Stuns France: 3 Takeaways From Thursday's Nations League Matches

We had ourselves quite an evening of UEFA Nations League football. From euphoria at the San Siro and consistent Spanish omnipotence in Prague to the coronation of an English star at Wembley.

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Nov 12 • 6:05 PM EST • Sports • foxsports.com
How social scientists are helping our chemistry research ...

Interdisciplinary collaboration gave Switzerland's NCCR Catalysis a new perspective on what sustainable chemistry really requires

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Nov 11 • 7:00 PM EST • Science • chemistryworld.com