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The Latest Breaking News from TD Cowen

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

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

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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

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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

Axon Enterprise Sees AI, Counter-Drone Demand Fueling Next Growth Wave

Axon Enterprise (NASDAQ:AXON) President Josh Isner said the company is seeing growing demand across counter-drone technology, artificial intelligence products, international markets and enterprise security, during a TD Cowen discussion with software analyst Andrew Sherman. Sherman opened by pointin

Aura Biosciences Gears Up for Bel-Sar Filing as Pivotal Eye Cancer Trial Advances

Aura Biosciences (NASDAQ:AURA) is shifting its focus toward regulatory preparation and commercialization planning as enrollment in its registrational CoMpass study of bel-sar in early choroidal melanoma nears completion, newly appointed CEO Natalie Holles said during a fireside chat at TD Cowen’s se

AutoZone Stock Is Plummeting Despite Strong Earnings. Here's Why.

AutoZone stock sinks as Q3 revenue misses estimates and gross margin shrinks 57 basis points. TD Cowen trimmed its price target on AZO shares after the quarterly print.

Astera Labs Targets $10B AI Connectivity Opportunity as Scorpio X-Series Ramps

Astera Labs (NASDAQ:ALAB) is seeing robust demand across its connectivity portfolio and expects multiple product lines to contribute to growth through the back half of the year and into 2027, Nick Aberle, vice president of finance and investor relations, said at the 54th Annual TD Cowen TMT Conferen

IDEAYA Biosciences Spotlights Darovasertib Win, FDA Review Path at Oncology Summit

IDEAYA Biosciences (NASDAQ:IDYA) executives highlighted recent clinical progress across the company’s oncology pipeline during a fireside chat at TD Cowen’s seventh annual Oncology Innovation Summit, with the discussion focused primarily on darovasertib combinations in uveal melanoma and several ear

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Nvidia Stock Has Underperformed in 2026. Billionaire Hedge Funds Are Still Gobbling It Up.

Tiger Global significantly increased its Nvidia holdings, although the stock has delivered roughly 20% gains this year.

Walmart Stock: Here’s Why Analysts Are Raising Price Targets Before Q1 Earnings.

Wall Street view on Walmart is an “all-weather” growth compounder.

Starbucks Layoffs: What to Know About the Latest SBUX Job Cuts

Starbucks stock inched higher on Friday as management announced layoffs and the closure of regional offices. TD Cowen recommends buying SBUX shares at current levels.

Intel Earnings Confirm CPU Demand Is Outpacing Supply, But Does the Company Really Have an Edge?

Donald Trump's investment in Intel was timely, but can Intel solve its execution problem?

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International Business Times UK

Oracle Strikes 2.8-Gigawatt AI Energy Deal to Power Data Centres After Firing 30,000 Workers Via 6 AM Email

Oracle agreed to purchase 2.8 gigawatts of fuel-cell power from Bloom Energy for AI data centres, weeks after firing 30,000 employees via a 6 a.m. email to fund the infrastructure buildout.

Why Are ORCL Stock Investors So Excited About Oracle Layoffs?

Oracle’s global layoffs are being viewed not as a sign of weakness but as a strategic move to free up cash for AI expansion, boosting investor confidence in ORCL’s long-term growth story.

Virgin Galactic Just Released $750,000 Spaceflight Tickets. Should You Buy SPCE Stock Here?

Virgin Galactic stock rallies as company reopens ticket sales for commercial spaceflight expeditions. TD Cowen sees significant further upside in SPCE shares.

International Business Times UK

Oracle Could Axe 30,000 Jobs as AI Data Centre Costs Surge — The Biggest Tech Layoff of 2026 So Far

Oracle plans to cut up to 30,000 jobs in 2026 to fund AI data centre expansion, marking the largest tech layoff. Discover how this move impacts the tech industry and Oracle's future.

Is a Short Squeeze Brewing in This Hard-Hit Airline Stock Amid Iran War?

Airline shares have slumped on geopolitical fears, yet elevated short interest leaves room for a sharp rebound.

Gap Stock Is Crashing Toward Oversold Territory. Should You Buy the Dip?

Gap stock is under pressure after posting an in-line Q4 and offering weak guidance. TD Cowen still recommends buying GAP shares on the post-earnings decline.

International Business Times UK

Oracle Layoffs 2026: Massive Job Cuts Could Affect 30K Workers — Is AI to Blame?

Oracle Corporation is considering cutting up to 30,000 jobs to fund its AI infrastructure expansion, according to a report by TD Cowen.

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