BNC First Day Program Revenue Increases 29.0% in 26 weeks ended November 1, 2025 Net Income Improves to $6.7 million Company Reports Total Net Debt of $110.8 million as of November 1, 2025, a $55.1 million Decline Year-Over-Year Reiterates Prior Fiscal 2026 Outlook, including $65-$75 million in Adjusted EBITDA FLORHAM PARK, N.J., Jan. 20, 2026 (GLOBE NEWSWIRE) -- Barnes & Noble Education, Inc. (NYSE: BNED), (“Barnes & Noble Education,” “BNED,” “the Company,” “we,” “us,” “our”), a leading solutions provider ...

Summary of the Americas Thematic Focus List Conference Call Industry and Company Overview - **Industry**: The thematic focus is on various sectors across North America and Latin America, particularly in technology, energy, healthcare, and education. - **Companies Featured**: The focus list includes notable companies such as Amazon, Microsoft, NVIDIA, Eli Lilly, and Walmart, among others. Key Themes for 2026 1. **Tech Diffusion**: Emphasizes the rapid adoption of AI technologies across various sectors, with significant implications for productivity and competitive dynamics [12][14]. 2. **The Future of Energy**: Focuses on the increasing demand for energy driven by AI infrastructure and the transition to renewable energy sources [12][17]. 3. **The Multipolar World**: Highlights the shift towards localized supply chains and national economic security, impacting multinational corporations [12][13]. 4. **Societal Shifts**: Explores the implications of demographic changes, AI-driven employment disruption, and evolving consumer preferences [12][18]. Americas Thematic Focus List - **List Composition**: The focus list includes 18 high-conviction stock ideas, with a target holding period of 12-18 months [9][20]. - **Key Companies on the List**: - **Amazon (AMZN)**: Positioned as a leader in AI infrastructure, with a projected 32% upside to a price target of $238.18 [23]. - **Microsoft (MSFT)**: Expected to capture significant AI spending, with a 42% upside to a price target of $456.66 [23]. - **Eli Lilly (LLY)**: A leader in the GLP-1 market, with a 25% upside to a price target of $1,032.97 [23]. - **Walmart (WMT)**: Leveraging AI for operational efficiency, with a 13% upside to a price target of $119.20 [23]. Methodology and Specifications - **Focus List Size**: 15-20 stocks, with equal weighting upon construction [21]. - **Sector Weights**: No fixed sector weights, aiming for diversification [21][22]. - **Regional Weights**: Targeting 80-85% in the USA and 15-20% in Latin America [28]. Important Insights and Data - **Amazon's Growth**: Amazon's custom silicon strategy has grown 150% sequentially, indicating strong demand for its AI capabilities [29]. - **Eli Lilly's Market Potential**: The global diabesity market is projected to exceed $150 billion by the early 2030s, with significant growth opportunities for Eli Lilly [39]. - **NVIDIA's Dominance**: NVIDIA is positioned to capture a significant share of the projected $3-4 trillion in annual AI infrastructure spending by the end of the decade [53]. - **Walmart's AI Strategy**: Walmart's AI initiatives have led to a 50% automation rate in its supply chain, significantly reducing delivery costs [68]. Conclusion The Americas Thematic Focus List presents a strategic overview of high-conviction investment opportunities across key sectors, driven by transformative themes such as technology diffusion and energy transition. The insights provided highlight the potential for significant growth and the evolving landscape of investment in the Americas.

1 目前，十三师淖毛湖农场第二幼儿园建设项目、十三师豫新实验幼儿园建设项目、十三师职业技术学校 实训中心二期建设项目3个项目已完成建设，新增校舍面积约3.3万平方米；十三师红星高级中学室内活 动室建设项目主体及装饰装修已完成，预计今年4月完工。项目建成后将覆盖从幼儿园到职业教育全阶 段，进一步提升区域教育发展水平。 "教育援疆资金的投入，实实在在改变了师市学校的面貌。"十三师新星市教育局党组成员、副局长李瑞 林说。 1月6日，红星高级中学的教室里，河南援疆教师梁轼瑞在和高中部的学生们探讨文言文的学习方法。 月8日，十三师红星高级中学河南援疆教师王学涛（左一）带领学生们参观校史馆。 兵团日报常驻记者 李乐 摄 ●兵团日报常驻记者 李乐 寒冬里，十三师新星市各所校园里却热闹非凡。新星职业技术学院内，崭新的综合楼在阳光下格外亮 眼，实训中心里传来机床的轻响与师生的讨论声；十三师新星市第一中学的智慧黑板前，教师轻轻一 点，远在河南省的名师课堂便同步呈现，孩子们专注聆听；红星高级中学的教研室里，援疆老师与本地 教师头碰头备课，从备课磨课、课堂教学到赛事指导、课题研究，携手共进的默契，在字里行间、言谈 举止中悄然流淌…… ...

Core Insights - The City of Vancouver has approved the rezoning and density increase for the GEC® Langara project, transitioning it from a single-house residential designation to a 26-storey rental apartment tower [1] - The project will now have a maximum buildable area of 163,000 square feet, representing a 159% increase in density from the previous design [2] - The GEC® Langara project is expected to accommodate approximately 650 occupants, a 171% increase in housing capacity [2] Project Details - The GEC® Langara project has a budget of approximately $150 million, with plans to seek financing from the Canada Mortgage and Housing Corporation (CMHC) to reduce interest costs [4] - The projected annual rental revenue has increased from $3.5 million to $13 million due to the approved density [4] - The project will benefit from GST exemptions and reduced development levies, significantly lowering capital costs [4] Strategic Location - GEC® Langara is strategically located at the corner of Cambie Street and West 49th Avenue, adjacent to the Langara-49th Avenue Canada Line station [3] - The Canada Line provides rapid transit to downtown Vancouver in 15 minutes and to Vancouver International Airport in 10 minutes [3] - Transit bus access to the University of British Columbia is under 40 minutes [3] Community Impact - The project will allocate 20% of the units to below-market rental housing, providing affordable options for the community [4] - GECC has been a leader in Canada's education and student housing landscape for over 32 years, serving nearly 10,000 students annually [5] - The GEC® portfolio exceeds $1.3 billion, providing housing solutions to 95 schools in Metro Vancouver [6]

Core Viewpoint - Grand Canyon Education, Inc. will report its 2025 fourth quarter results and provide a full year outlook for 2026 on February 18, 2026, after market close [1] Group 1: Earnings Call Details - A conference call will be held at 2:30 P.M. (4:30 P.M. ET) on the same day to discuss the results in detail [1] - Participants can register for the call to receive dial-in numbers and a unique PIN [2] - Journalists are invited to listen only [2] Group 2: Webcast Information - A live webcast of the earnings conference call will be available for investors, journalists, and the general public [3] - A replay of the webcast will be accessible approximately two hours after the call concludes [3] Group 3: Company Overview - Grand Canyon Education, Inc. is a publicly traded education services company established in 2008, providing services to 20 university partners [4] - The company has over 30 years of leadership experience in the education services industry, offering a wide range of support services in the post-secondary education sector [4] - Services provided include marketing, strategic enrollment management, counseling, financial services, technology support, compliance, human resources, and curriculum development [4]

Group 1 - The article revisits Strategic Education (STRA) due to significant developments in the latest quarter [1] Group 2 - The author is an equity analyst and founder of a research firm focused on the U.S. restaurant industry, covering various sectors including consumer discretionary and food & beverage [2] - The research firm applies advanced financial modeling and sector-specific KPIs to uncover hidden value in public equities, particularly in micro and small caps [2]

Core Viewpoint - Global Education Communities Corp. has filed its interim consolidated financial statements for the first quarter ended November 30, 2025, indicating ongoing financial reporting activities and transparency in operations [1] Financial Reporting - The company has released its First Quarter Financial Statements and related Management's Discussion & Analysis for Q1 2026 [1] - The financial report is available on SEDAR+, emphasizing the company's commitment to regulatory compliance and investor communication [1]

Core Viewpoint - Stride Inc. is set to discuss its second quarter fiscal year 2026 financial results in a conference call scheduled for January 27, 2026, at 5:00 p.m. ET [1] Group 1: Conference Call Details - A live webcast of the conference call will be available on the company's investor relations website [2] - Investors and analysts can participate in the call by dialing specific numbers and providing a conference ID [2] - A replay of the call will be accessible on the investor relations website after the event [3] Group 2: Company Overview - Stride Inc. is focused on redefining lifelong learning through innovative education solutions [4] - The company serves learners across primary, secondary, and postsecondary education, offering a variety of services including K-12 education and professional skills training [4] - Stride reaches learners in all 50 states and over 100 countries [4]

Group 1: American Public Education, Inc. (APEI) - American Public Education is an education services provider with a Zacks Rank 1 [1] - The Zacks Consensus Estimate for its current year earnings has increased by 6.9% over the last 60 days [1] - The company has a price-to-earnings ratio (P/E) of 18.16, compared to 25.57 for the S&P [1] - American Public Education possesses a Value Score of B [1] Group 2: KNOT Offshore Partners LP (KNOP) - KNOT Offshore Partners is a tanker shipping company with a Zacks Rank 1 [2] - The Zacks Consensus Estimate for its next year earnings has increased by 41.3% over the last 60 days [2] - The company has a price-to-earnings ratio (P/E) of 7.66, compared to 25.57 for the S&P [2] - KNOT Offshore Partners possesses a Value Score of A [2] Group 3: CF Industries Holdings, Inc. (CF) - CF Industries is an industrial gases company with a Zacks Rank 1 [3] - The Zacks Consensus Estimate for its current year earnings has increased by 4.6% over the last 60 days [3] - The company has a price-to-earnings ratio (P/E) of 11.36, compared to 12.40 for the industry [3] - CF Industries possesses a Value Score of A [3]

Core Insights - The article highlights the successful implementation of the "Cloud School" initiative in Fengkai County, which has been recognized as a national model for rural public services, showcasing how digitalization can enhance rural education [1] Group 1: Project Overview - Fengkai County's "Cloud School" is the only selected case from Guangdong Province, demonstrating innovative practices in empowering rural education through digital means [1] - The initiative includes the establishment of a digital teaching service platform that connects local schools with higher education institutions, addressing the shortage of quality teaching resources in rural areas [2] Group 2: Educational Impact - The "Cloud School" employs a "dual-teacher classroom" model, bringing in expert teachers from South China Normal University to provide specialized courses, while also enhancing the capabilities of local teachers [2][3] - Students have reported a significantly improved learning experience, with access to subjects like art and music that were previously unavailable in rural settings [2] Group 3: Teacher Development - The initiative not only benefits students but also fosters professional growth among teachers, allowing them to observe and learn from best practices in teaching [3] - Local teachers are able to enhance their teaching methods and reach a broader student base, contributing to their professional development [3] Group 4: Sustainability and Future Plans - Fengkai County has established a long-term support mechanism to ensure the sustainability of the "Cloud School" project, including training programs for teachers and recruitment of volunteers [4] - The county plans to expand the program by introducing advanced courses such as artificial intelligence, aiming to provide equitable access to quality education for more rural students [4]