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The Latest Breaking News from TD Cowen

Tech ratepayer pledge may be more bark than bite — but still matters

The White House-tech initiative "is a big bully pulpit that could influence state economic regulators," one analyst said.

Axios

30,000 Layoffs Could Soon Hit at Oracle. What Does That Mean for ORCL Stock?

A TD Cowen analyst warns that mass layoffs could be coming amid a major fundraising push.

Barchart

Should You Chase the Clawdbot Rally in Cloudflare Stock?

Cloudflare stock has been soaring on Clawdbot momentum in January, and TD Cowen believes NET shares could push higher still over the next 12 months.

Barchart

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KLA Corp. Stock Just Got a New Street-High Price Target. Should You Buy KLAC Shares Now?

KLA Corporation is attracting renewed attention following TD Cowen’s upgrade. Does this endorsement signal a compelling buying opportunity now?

Barchart

Should You Buy, Sell, or Hold Mastercard Stock for January 2026?

With President Trump’s latest proposal shaking Mastercard shares, is now the time to buy, hold, or hit the sell button?

Barchart

Stocks Finish Higher on Strength in Chip Makers and Energy Producers

The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.64%, the Dow Jones Industrials Index ($DOWI ) (DIA ) closed up +1.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.77%. March E-mini S&P futures (ESH26 ) rose +0.64%, and March E-mini Nasdaq futures...

Barchart

Chip Makers and Energy Producers Lead Stock Indexes Higher

The S&P 500 Index ($SPX ) (SPY ) today is up +0.72%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is up +1.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.04%. March E-mini S&P futures (ESH26 ) are up +0.72%, and March E-mini Nasdaq futures...

Barchart

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Mastercard To Rally Around 16%? Here Are 10 Top Analyst Forecasts For Monday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Benzinga

TD Cowen Says This Memory Chip Maker Is One of the Best Stocks to Buy for 2026

As demand for memory chips surges due to AI, TD Cowen sees a lot of potential in Applied Materials stock.

Barchart

AMD Is Getting Ready to Launch Helios. Wall Street Thinks You Should Buy AMD Stock First.

TD Cowen is bullish on AMD ahead of its 2026 launch of Helios.

Barchart

TD Cowen Says This Chip Stock (Not Nvidia) Is the Best Idea for 2026

TD Cowen is bullish on AMD stock, citing the chipmaker's continued AI product expansion in 2025.

Barchart

Applied Materials To Rally Around 12%? Here Are 10 Top Analyst Forecasts For Tuesday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Benzinga

Nvidia To Rally Around 72%? Here Are 10 Top Analyst Forecasts For Thursday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Benzinga

What Are Wall Street Analysts’ Target Price for Lam Research Corporation Stock?

While Lam Research has been outperforming the broader market over the past year, analysts remain cautiously optimistic about the stock's growth potential.

Barchart

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Barchart

A $1 TRILLION Reason to Buy AMD Stock Here

AMD’s bold $1 trillion AI and data center vision signals a solid opportunity for investors ready to ride the next wave of semiconductor growth.

Benzinga

Tesla To Rally Around 26%? Here Are 10 Top Analyst Forecasts For Monday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Barchart

Texas Instruments Stock: Analyst Estimates & Ratings

Are Wall Street analysts bullish on Texas Instruments stock?

Benzinga

AMD To Rally Around 12%? Here Are 10 Top Analyst Forecasts For Wednesday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Get all your
news in one place.

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Benzinga

Amazon To Rally Around 24%? Here Are 10 Top Analyst Forecasts For Tuesday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Benzinga

Chipotle Misses Q3 Estimates: 'Traffic Reversal Presents Confounding Problem'

Shares of Chipotle Mexican Grill Inc (NYSE:CMG) continued to slide after the company Wednesday reported its third-quarter results.

Benzinga

Alphabet To Rally Around 22%? Here Are 10 Top Analyst Forecasts For Thursday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

International Business Times

Apple Denies iPhone Air Production Cut; New Report Reveals Real 2025 Forecast

A new TD Cowen report debunks claims that Apple is cutting iPhone Air production, revealing steady forecasts and strong confidence for 2025.

Barchart

Beyond Meat Stock Is Surging on Short Squeeze, Meme Hopes, But This Analyst Warns Shares Could Crash 80% From Here

A TD Cowen analyst warns Beyond Meat shares could crash sharply over the next few weeks. BYND’s meme and penny stock status is a major red flag for serious investors.

Benzinga

Alphabet To Rally More Than 10%? Here Are 10 Top Analyst Forecasts For Monday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Benzinga

Domino's Growth Outlook Intact Despite Softer Q4 Trends, Analysts Say

Domino’s Pizza Inc. (NYSE:DPZ) has maintained its full-year 2025 guidance after reporting third-quarter earnings and sales that exceeded expectations, a performance attributed to successful promotional campaigns and expanding margins.

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