SoftBank in Allied Universal Talks: The Koda Signal, 2026-10-20

Koda Signal daily AI briefing for 2026-10-20.

In this episode: • SoftBank in Allied Universal Talks: SoftBank is reportedly in early talks to buy Allied Universal, the largest U.S. security-guard firm, at an equity value of up to $18B. Adding Allied's roughly $12B of debt could push the total transaction near $30B. Talks are preliminary and no price has been agreed. • Ramp Reaches $60B Valuation: Ramp has reached a $60B valuation as it pushes deeper into AI. Which AI products underpin that push, and who led the valuation, has not been detailed.

Full briefing: https://www.koda.community/morning-briefing-koda-2026-10-20.html