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The Latest Breaking News from TD Cowen

SpaceX Bags Massive AI Compute Deal With Anthropic. What That Means for SPCX Stock.

Anthropic could spend up to $84.5 billion on SpaceX computing power. Here is what the deal means for SpaceX and its AI ambitions.

Barchart · Oct 3

Despite a Successful Starship Launch and a New 'Buy' Rating, a Steep Valuation Makes Liftoff Tough for SpaceX Stock

SPCX stock is back in focus after a successful Starship mission and a fresh "Buy" rating from TD Cowen, although its lofty valuation leaves little room for execution mistakes.

Barchart · Oct 2

SpaceX Just Got a Major Vote of Confidence From Wall Street. Its AI Business Is the Next Big Catalyst.

TD Cowen initiated coverage of SpaceX with a "Buy" rating and a $200 price target, pointing to its rapidly expanding AI infrastructure business.

Barchart · Oct 2

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After Accenture Surges 17% in 1 Day, Here's What Comes Next for ACN Stock

Accenture stock rips higher on a strong Q4 earnings release. TD Cowen analyst still recommends caution in playing ACN shares.

Barchart · Oct 1

SpaceX Shares Have Pulled Back From Their Peak. TD Cowen Says AI Compute Could Drive A Rebound.

SpaceX's own filings show the company has already signed multibillion-dollar agreements to lease AI infrastructure to customers including Anthropic.

International Business Times · Sep 29

Apple Stock Surges After Its Biggest Product Launch in Years—Can It Last?

Apple shares rose about 7% to near $330 after its product launch, led by the folding Duo iPhone and higher Pro prices, with TD Cowen setting a $400 price target.

MarketBeat · Sep 16

Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock

Broadcom fell after earnings despite strong AI chip demand, but analysts remain bullish as investors weigh near-term guidance, TPU share and supply limits.

MarketBeat · Sep 8

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Salesforce AI agent platform hasn't delivered meaningful growth two years after launch, customers report finds

Salesforce is seeing huge revenue from its Agentforce strategy, but partners and customers are experiencing delays.

TechRadar · Aug 25

TD Cowen Just Upgraded Dominion Energy. Here's Why.

TD Cowen analyst says Dominion Energy stock has further upside ahead. He explained why in a research note this week.

Barchart · Aug 20

Analysts Are Upping Their Price Targets on Lumentum Stock. Here's Why.

Lumentum’s AI-fueled momentum is giving analysts plenty to rethink, with stronger results prompting a fresh look at the stock.

Barchart · Aug 16

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.

Barchart · Aug 3

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.

Barchart · Jul 31

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.

MarketBeat · Jul 27

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.

Barchart · Jul 20

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International Business Times · Jul 20

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.

MarketBeat · Jul 20

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.

Benzinga · Jul 20

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%.

Benzinga · Jul 17

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.

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Barchart · Jul 12

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.

Barchart · Jul 8

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.

MarketBeat · Jul 2

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.

Barchart · Jun 29

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.

International Business Times UK · Jun 17

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.

MarketBeat · Jun 16

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.

Kiplinger · Jun 15

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.

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