Barrick Mining Corporation (NYSE:B) is one of the Best Performing Foreign Stocks to Buy Now. The company topped estimates for its fiscal Q4 2025 earnings released on February 5. Wall Street maintains its bullish stance, with analysts’ 12-month price target reflecting more than 22% upside from the current level. ​Recently, on February 10, Ralph M. Profiti from Stifel Nicolaus reiterated a Buy rating on the stock and raised the price target from $47.73 to $69.76. Earlier, on February 6, D.A. Davidson also ...

​ASML Holding N.V. (NASDAQ:ASML) is one of the Best Performing Foreign Stocks to Buy Now. ASML Holding N.V. (NASDAQ:ASML) released its fiscal Q4 2025 earnings on January 28. The company topped revenue estimates and reported strong bookings growth. Wall Street has been bullish on the stock ever since. ​Recently, on January 29, Barclays upgraded the stock from Hold to Buy without disclosing any price targets. On the same day, Bernstein raised the price target from $1,642 to $1,911 and maintained a Buy ratin ...

Management has transitioned from a 'fix-and-build' strategy to a 'grow-and-execute' chapter, focusing on project delivery and aggressive shareholder value return. The Energy Solutions segment loss was primarily driven by the $643 million Santos ruling; excluding this, management noted the segment exceeded internal performance expectations. Urban Solutions results were impacted by $108 million in cost growth across three infrastructure projects, though this was partially offset by favorable negotiation ...

Management attributed resilient performance to a multi-asset model that allowed for investor rotation into commodities and equities as crypto demand softened in late 2025. The company is transitioning to an 'AI-first' operating model, claiming AI now handles 100% of app development and enables the firm to move 10x faster without increasing headcount. Strategic positioning is shifting toward 'on-chain' market infrastructure, with management viewing crypto not just as a tradable asset but as the future ...

Key Takeaways GTLB shares have plunged 34.8% in six months, lagging the sector despite DevSecOps demand. GitLab grew $100K ARR customers 23% and sees FY26 revenue near $946M, up about 25%. GTLB faces U.S. public sector delays, SMB weakness and stiff competition from Microsoft and Atlassian. Gitlab (GTLB) shares have plunged 34.8% in the trailing six-month period, underperforming the broader Zacks Computer & Technology sector’s rise of 7.9% and the Zacks  Internet - Software industry’s decline of 22.4%.The u ...

Core Viewpoint - The integration of AI technology in this year's Spring Festival Gala has exceeded expectations, transforming the event into a platform for showcasing advanced AI capabilities rather than merely a commercial sponsorship opportunity [1][2]. Group 1: AI Integration and Performance - The Spring Festival Gala has evolved into a significant showcase for AI, with ByteDance's "Doubao" achieving 1.9 billion interactions on New Year's Eve and processing a peak of 63.3 billion tokens per minute, demonstrating its technical capabilities [2][5]. - The total token usage in China's public cloud reached 112 trillion in 2024, with ByteDance's monthly token usage now comparable to Google's, indicating rapid growth and efficiency in AI deployment [5]. - The AI model "Seedance 2.0" was instrumental in creating visually stunning segments like "He Huashen," showcasing the potential of AI in enhancing production quality and aesthetic appeal [6][8]. Group 2: Technological Advancements - The "Seedance 2.0" model, despite being only partially trained during the Spring Gala's production, still delivered impressive results, highlighting the model's robustness and adaptability [7][8]. - The model's ability to handle traditional Chinese aesthetics and styles effectively demonstrates its generalized capabilities, which surpasses the limitations of previous models [8][9]. - The collaboration between AI and traditional production methods has led to significant advancements in visual effects, as seen in the "Dream Bottom" segment, which utilized real-time rendering technology [16]. Group 3: Commercial Implications - ByteDance's sponsorship of the Spring Festival Gala reflects a strategic move to enhance brand visibility and promote AI technology to a broader audience, rather than merely seeking immediate financial returns [13][17]. - The event's success in integrating AI into its production process may lead to ongoing investments in AI technology services, indicating a shift in how major events are produced and sponsored in the future [13][15]. - The use of AI in the Gala not only enhances the viewing experience but also serves as a cultural bridge, demonstrating the potential for technology to enrich traditional practices [17].

Ralliant (NYSE: RAL) 2026 Conference Summary Company Overview - Ralliant is a global precision technologies company focused on designing, manufacturing, selling, and servicing products for critical, mission-critical outdoor environments [doc id='7'][doc id='10']. - The company has recently completed its first two quarters as an independent, publicly traded entity and is optimistic about its growth trajectory [doc id='2']. Key Financial Highlights - Ralliant's guidance for Q1 2026 indicates a growth rate of 5%-8%, compared to a historical growth rate of 3% [doc id='3']. - The midpoint of the 2026 growth guidance is set at 4%, with adjusted EBITDA margins projected at 18%-20%, which is below the long-term target of low to mid-20s [doc id='4'][doc id='12']. - A share buyback program has been executed for $39 million, with an authorization for up to $200 million [doc id='4']. - The company reported an adjusted EPS of $2.22-$2.42 for 2026 [doc id='13']. Growth Strategy and Market Position - Ralliant's growth strategy includes a focus on innovation and customer-centric solutions, particularly in defense, utilities, and power electronics [doc id='10']. - The company has identified strong growth vectors in defense and utilities, with expectations of outperforming market growth rates in these sectors [doc id='18']. - The industrials segment has shown signs of recovery, with a positive Q4 performance, while the Test and Measurement (T&M) segment is expected to return to growth in 2026 [doc id='20']. Operational Insights - Ralliant has implemented a cost savings program aimed at achieving $9-$11 million in savings due to operational inefficiencies post-spin [doc id='13']. - The company is focused on dynamic resource allocation, shifting resources from G&A to R&D to drive growth [doc id='17']. - Ralliant's RBS (Ralliant Business System) playbook is central to its operational efficiency and productivity initiatives [doc id='16']. New Product Innovations - Ralliant has significantly increased its new product innovations, with expectations of doubling historical averages in the T&M business [doc id='37']. - The company has introduced several new platforms, including the modular MP5000 platform, which is expected to accelerate innovation [doc id='38']. - In the defense sector, Ralliant reported over 24 new customer-funded products, indicating a strong pipeline for future growth [doc id='39']. Market Dynamics and Challenges - The company acknowledges that its operational expenses (OpEx) have been higher than anticipated, impacting profitability [doc id='14']. - Ralliant is navigating macroeconomic volatility and cyclical recovery in its end markets, with a focus on stabilizing growth [doc id='32']. - The T&M segment is characterized by short cycle business dynamics, which provides visibility into near-term performance [doc id='54']. Capital Allocation and Future Outlook - Ralliant plans to prioritize organic reinvestment into the business, with a CapEx increase from 2% to 2%-3% to support growth initiatives [doc id='67']. - The company is committed to returning cash to shareholders through dividends and share buybacks while exploring tuck-in M&A opportunities [doc id='68']. - Ralliant is optimistic about leveraging AI for operational efficiencies and enhancing customer value [doc id='69']. Conclusion - Ralliant is positioned for growth with a clear strategy focused on innovation, customer engagement, and operational efficiency. The company is navigating challenges while maintaining a disciplined approach to capital allocation and market expansion.

装上了AI模块的成人娃娃，在海外市场售卖时，可以溢价100美元。除了硬件，有AI功能的娃娃还能带来软件付费，目前七块科技的App端口付费 率已经超过50%。 当AI技术渗透成人用品行业，传统成人娃娃正从单纯的性工具，转向情感陪伴载体，这一转型撬开了更广阔的商业空间，让曾被资本回避的"灰色 赛道"，找到了新机会 文｜《财经》记者刘以秦 研究员 胡苗 编辑｜刘以秦 深圳南山区的一栋写字楼里，挤满了各类AI和机器人相关的创业公司，顶层的角落里一家AI初创公司七块科技（7block）有些格格不入，他们在 产品测试时声音此起彼伏，担心影响到邻居，特意选择了角落的办公区。 李淋是七块科技的创始人，他从事成人用品行业多年，一直在研发更智能化的成人用品。2024年大模型爆发后，他开始琢磨怎么把AI大模型和成 人玩具结合起来。与那些动辄融资10亿元的AI独角兽们不同，李淋做出来的产品可以直接拿出来展示，一个塑料袋装着的、像杯子和遥控器组合 的AI模块，卖给珠三角的工厂老板们，一套100多元。 当AI技术渗透成人用品行业，传统成人娃娃正从单纯的性工具，转向情感陪伴载体，这一转型撬开了更广阔的商业空间，让曾被资本回避的"灰色 赛道 ...

We're back on Morning Trade Live. Palo Alto Networks will be in the spotlight this afternoon when the cyber security firm reports second quarter earnings. Analysts are expecting adjusted earnings per share of 93 cents on revenue of $2.58% billion.Shares though are down nearly 10% in 2026. We are under pressure today by the tune of 3.5% at 16114. Let's go inside out on Palo Alto Networks and the larger tech space.Joining us now, I'm very pleased to say, is Dan Niles, who's the founder and portfolio manager a ...

Financial Data and Key Metrics Changes - Full-year Adjusted EBITDA reached $613.8 million and Distributable Cash Flow (DCF) was $385.7 million, both records for the company [3][12] - Fourth quarter net income was $27.8 million, operating income was $76.6 million, and net cash provided by operating activities was $139.5 million [11] - Average pricing per horsepower increased to $21.69, a 1% sequential increase and a 4% increase year-over-year [11] - The leverage ratio at the end of Q4 was 4.0 times [11] Business Line Data and Key Metrics Changes - Average active horsepower increased approximately 1% to 3.579 million [11] - Total fleet horsepower at the end of Q4 was approximately 3.9 million, adding about 21,000 horsepower compared to the prior quarter [11] - Average utilization for Q4 was 94.5%, a slight increase compared to the prior quarter [12] Market Data and Key Metrics Changes - Natural gas prices averaged $3.52 per MMBTU, a 56% increase from the prior year [5] - Oil production flattened in the latter half of the year, while natural gas production increased approximately 9% year-over-year [4] Company Strategy and Development Direction - The company aims to integrate the J-W Power acquisition, expecting annual run-rate synergies of $10 million to $20 million by the end of 2027 [8][9] - Focus on increasing customer retention and extending average contract duration [9] - Plans to add approximately 105,000 new horsepower in 2026, representing a 2% increase in active horsepower [6][13] Management's Comments on Operating Environment and Future Outlook - The energy macroenvironment stabilized in 2025, but development pace slowed in the Permian due to lower oil prices [4] - Management remains bullish on the long-term prospects of the Permian basin despite short-term challenges [4] - The company is optimistic about the demand from data centers and LNG, indicating a positive outlook for the gas industry [43] Other Important Information - The company refinanced its ABL and senior notes, significantly reducing weighted average borrowing costs [3][14] - Expansion capital expenditures for Q4 were $40 million, with maintenance capital expenditures at $7.8 million [12] Q&A Session Summary Question: Growth CapEx guidance breakdown - Approximately $205 million of growth capital is tied to the typical compression business, with about $150 million for new units [20] Question: Impact of balance sheet actions on distribution coverage - The normalized distribution coverage is about 1.55x, with expectations to reach 1.6+ in the coming year [26] Question: Timing of new horsepower delivery - Most new horsepower is expected to come in the back half of the year, primarily from July onward [29] Question: Evaluation of distributed power space - The company has evaluated opportunities in the distributed power business but has not yet found suitable candidates [33] Question: Expectations for remaining new horsepower - The remaining balance of new horsepower is expected to be contracted soon, focusing on tier one customers [34] Question: Long-term horsepower growth strategy impact - Lead times for new packages are challenging but will not affect 2026 growth; efforts are being made to secure growth for 2027 [36]