The Latest Breaking News from TD Cowen

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?

Barchart · Apr 25

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 · Apr 14

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.

Barchart · Apr 6

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.

International Business Times UK · Mar 9

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 · Feb 26

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 · Feb 4

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 · Jan 28

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 · Jan 18

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 · Jan 18

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 · Jan 5