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YOU WONT BELIEVE: Td cowen - What They Never Told You

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.

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

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.

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

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.

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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.

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.

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.

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.

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Analysts Are Turning Bullish on Intel Stock Ahead of Earnings. Here’s Why You Should Follow Their Lead.

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.

AI Is Supercharging Drug Development. The Tech is Slashing Early Research Costs and Timelines by Up to 70%

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.

International Business Times

Amazon’s AI Spending Is About to Face Its Most Important AWS Test Yet

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.

Why Is Netflix Stock Falling Monday?

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%.

Netflix Stock At 52-Week Lows: Analysts Highlight ‘Significant’ Long-Term Opportunity

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.

Starbucks Is Serving Up Your Coffee with a Side of AI. What That Means for SBUX Stock.

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.

Strategy Just Broke Its Biggest Bitcoin Rule. What It Means for MSTR Stock.

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.

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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.

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

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.

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.

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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.

This Analyst Just Upped Their Price Target on Enphase Energy. Here's Why.

Enphase Energy stock rallies as TD Cowen doubles price target to $70. Here’s why analyst Jeff Osborne is bullish on ENPH shares.

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

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

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