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Centerra Gold remains a Strong Buy, with a significant valuation discount despite a >200% stock rally YoY and their robust North American pivot. CGAU's financial strength, debt-free balance sheet, strong liquidity, and self-funded growth pipeline support ongoing investments and shareholder returns. Production guidance is 250–280k oz gold and 50–60M lbs copper at AISC $1,650–$1,750, with Turkish exposure declining in…

lululemon (LULU) remains a high-conviction Strong Buy despite a 22.3% stock decline and cautious near-term guidance. LULU's 2026 Action Plan targets North American reacceleration via product innovation, faster cycles, and enterprise efficiency to reclaim high-value customers. International growth, especially in China (+28% Q4) and a new India entry, offsets North American softness and supports the bullish thesis.

Worldline announces the finalisation of the divestment of its North American activities to Shift4 Paris La Défense, 2 March 2026 – Worldline [Euronext: WLN], Europe's leading operator of critical infrastructure and payment services, announces that the sale of its North American activities to Shift4 has been finalised, for an enterprise value of c.€70 million.

Snap delivered Q4 revenue and earnings beats, driven by strong ad pricing and user growth outside North America. Despite losing 4M North American daily active users, SNAP achieved 6% Y/Y global MAU growth in Q4'25, reaching 946M. Profitability surged, with Q4 adjusted EBITDA up ~30% Y/Y to $358M, aided by cost discipline and holiday ad demand.

NEW YORK, Feb. 11, 2026 (GLOBE NEWSWIRE) -- Teads, the leading omnichannel outcomes platform for the open internet, today announced the appointment of Nirali Jain as Managing Director for North America, responsible for leading its national sales organization. In her role, Jain will drive growth across agency and enterprise customers and her leadership will be instrumental in reinforcing Teads' position as a premier…