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The Latest Breaking News from TD Cowen

Why Analysts Are Divided Over Circle (CRCL) Stock

Circle receives conflicting research notes from TD Cowen and Morgan Stanley analysts. Here’s what the two firms argued in their respective research reports.

The $600 Million Reason Amazon Stock Is Up Today

The $600 Million Reason Amazon Stock Is Up Today

Amazon stock rallies as the company receives tariff refunds worth $600 million. TD Cowen analysts recommend buying AMZN shares following solid Q2 earnings.

Forget Tesla: These 2 Earnings Reports Reveal Where the Auto Market Is Heading

Forget Tesla: These 2 Earnings Reports Reveal Where the Auto Market Is Heading

GM raised profit guidance on steady pricing and strong truck sales, while Mobileye's unit growth masked falling per-system prices and a founder's planned departure.

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Analysts Are Turning Bullish on Intel Stock Ahead of Earnings. Here’s Why You Should Follow Their Lead.

Server strength is likely to help the company report a strong quarter even though PC weakness continues to persist.

AI Is Supercharging Drug Development. The Tech is Slashing Early Research Costs and Timelines by Up to 70%

Artificial intelligence is rapidly transforming the pharmaceutical industry, dramatically reducing the time and cost required to develop new medicines before they ever reach human testing, according to a new survey.

International Business Times

Amazon’s AI Spending Is About to Face Its Most Important AWS Test Yet

Ahead of Amazon's July 30 earnings, TD Cowen expects AWS growth to accelerate to 35.5% and retail sales to strengthen, key tests for whether its AI spending is paying off.

Why Is Netflix Stock Falling Monday?

Netflix Inc. (NASDAQ:NFLX) stock fell nearly 1% in Monday’s premarket trading after closing 7.3% lower in the previous session. The decline came as analysts cut their price forecasts following the company’s latest earnings report, despite a broader risk-on backdrop that lifted S&P 500 futures by 0.4%.

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Netflix Stock At 52-Week Lows: Analysts Highlight ‘Significant’ Long-Term Opportunity

Netflix Stock At 52-Week Lows: Analysts Highlight ‘Significant’ Long-Term Opportunity

Netflix (NASDAQ:NFLX) shares are trading at new 52-week lows after the company’s mixed second-quarter financial results and guidance that came in lighter than forecasts. Analysts break down what the report means and what’s next for the streaming giant.

Starbucks Is Serving Up Your Coffee with a Side of AI. What That Means for SBUX Stock.

Starbucks Is Serving Up Your Coffee with a Side of AI. What That Means for SBUX Stock.

Starbucks is reportedly developing in-house AI software to replace the ones it currently relies on.

Strategy Just Broke Its Biggest Bitcoin Rule. What It Means for MSTR Stock.

Strategy Just Broke Its Biggest Bitcoin Rule. What It Means for MSTR Stock.

Strategy sold $216 million of Bitcoin for the first time under a new treasury strategy, sending MSTR shares lower despite continued Wall Street optimism.

Tesla Stock Surges 15% as FSD Update Backs Its Autonomy Thesis

Tesla Stock Surges 15% as FSD Update Backs Its Autonomy Thesis

Tesla surged nearly 15% in four sessions, topping $420, after rolling out its FSD v14 Lite update to Hardware 3 vehicles, with Deutsche Bank and TD Cowen reiterating Buy ratings.

SpaceX Could Buy This Stock. Here Is Why You Should Too.

SpaceX Could Buy This Stock. Here Is Why You Should Too.

One TD Cowen analyst has pointed toward T-Mobile as the perfect acquisition target for SpaceX.

Can't Buy SpaceX? Wall Street Says EchoStar Could Be the Backdoor Bet as Analyst Sees $161 Share Price

Can't Buy SpaceX? Wall Street Says EchoStar Could Be the Backdoor Bet as Analyst Sees $161 Share Price

EchoStar's valuation is soaring with a 37% upside, driven by its strategic SpaceX stake. Learn how this satellite firm offers a unique investment opportunity following SpaceX's record-breaking IPO.

International Business Times UK

Strategy’s Bitcoin Rally Has a Hidden Engine

Strategy’s Bitcoin Rally Has a Hidden Engine

Strategy aggressively leverages an equity premium to continuously acquire more Bitcoin and mathematically compound value for loyal shareholders.

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Dow Hits New High on Iran Deal: Stock Market Today

Stocks kicked off Fed week on a high note as market participants celebrated news of a potential peace deal between the U.S. and Iran.

This Analyst Just Upped Their Price Target on Enphase Energy. Here's Why.

Enphase Energy stock rallies as TD Cowen doubles price target to $70. Here’s why analyst Jeff Osborne is bullish on ENPH shares.

NXP Semiconductors Turns More Optimistic as Auto Demand and Data Center Sales Improve

NXP Semiconductors (NASDAQ:NXPI) is seeing a more constructive demand environment than it did several months ago, particularly in automotive, Executive Vice President of Investor Relations Jeff Palmer said at TD Cowen’s Technology, Media & Telecom Conference. Speaking with TD Cowen semiconducto

Microchip Technology Says Inventory Slump Is Nearing End as Data Center Wins Build

Microchip Technology (NASDAQ:MCHP) executives said the company is nearing the end of a prolonged inventory correction while positioning for growth tied to data centers, aerospace and defense, automotive systems and industrial markets. Speaking at TD Cowen’s 54th annual TMT conference, President and

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Innoviz Technologies Sees Lidar Momentum Rebounding as Defense, Physical AI Demand Grows

Innoviz Technologies (NASDAQ:INVZ) Chief Financial Officer Eldar Cegla said the lidar industry is seeing renewed momentum in automotive applications and growing demand in non-automotive markets tied to “Physical AI,” during a fireside chat at TD Cowen’s TMT Conference. Speaking with TD Cowen analys

IAC Conference: Cost Cuts, People Inc. Rebrand Aim to Close Valuation Gap

IAC (NASDAQ:IAC) executives said the company’s recent consolidation plan is intended to simplify its structure, reduce corporate expense and narrow what management views as a discount in the company’s share price. Speaking at a TD Cowen fireside chat, Christopher Halpin, IAC’s chief operating offic

Core Scientific Targets AI Data Center Deals as Build Costs Climb

Core Scientific (NASDAQ:CORZ) is focused on expanding five new data center sites under development, diversifying its customer base and positioning itself to win long-term artificial intelligence infrastructure contracts, CEO Adam Sullivan said at the 54th Annual TD Cowen TMT Conference. In a conver

Appian Says Customers Are Paying Up for AI, But Keeping Guardrails Tight

Appian (NASDAQ:APPN) Chief Financial Officer Serge Tanjga said the company is seeing growing customer adoption of artificial intelligence features, while emphasizing that enterprises are taking a cautious approach to deploying AI in mission-critical workflows. Speaking at a TD Cowen software confer

Arteris Maps AI, Data Center and Chiplet Growth Path Toward $250M Revenue Goal

Arteris (NASDAQ:AIP) outlined its view of the semiconductor system IP market, its growth strategy and its exposure to AI, data center and chiplet design trends during a TD Cowen TMT conference session with analyst Josh Buchalter. The Arteris representative, identified by Buchalter as Charlie at the

Cellebrite DI Eyes AI, Cloud and FedRAMP as Digital Investigations Demand Grows

Cellebrite DI (NASDAQ:CLBT) executives said the company is seeing broader customer adoption of its digital investigations platform, with artificial intelligence, cloud migration and U.S. federal authorization expected to shape its next phase of growth. Speaking at a TD Cowen fireside chat hosted by

Cognex Says Turnaround Is Gaining Steam as AI Vision and Cost Cuts Boost EPS

Cognex (NASDAQ:CGNX) is seeing the early benefits of a leadership transition, an improving market backdrop and a sharper focus on operating efficiency, CFO Dennis Fehr said during a TD Cowen investor event hosted by analyst Joe Giordano. Fehr said the machine vision company has undergone “transform

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