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The Latest Breaking News from TD Cowen

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.

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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

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.

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

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?

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?

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

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.

International Business Times UK

Why Are ORCL Stock Investors So Excited About Oracle Layoffs?

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 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.

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

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.

International Business Times UK

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

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.

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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.

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.

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.

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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.

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?

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?

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...

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...

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.

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.

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