Cherilyn Radbourne, TD Cowen: Asked about customer conversations on tariffs and supply chain localization. CEO Andrew Hider remarked that mid- to long-term, ATS's ability to build and support ...

Cherilyn Radbourne, TD Cowen: Asked about development premiums for hyperscale data centers. CEO Pollock responded, stating the company has maintained yields through cost control and contract ...

Investing.com -- TD Cowen lift its target on Mondelez (NASDAQ:MDLZ) International by $14 to $71, also raised its 2026 per share profit estimate, amid a 19% decline in cocoa spot prices this year ...

TD Cowen projects that with Eli Lilly (NYSE:LLY) and Novo Nordisk (NVO) continuing their dominance, global sales of the GLP-1 class of weight loss/obesity drugs could reach $139B by 2030 ...

(Bloomberg) -- Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over whether it’s securing more AI computing capacity than it ...

Update: Microsoft issued a statement to Seeking Alpha clarifying the TD Cowen note. "Thanks to the significant investments we have made up to this point, we are well positioned to meet our current ...

On Friday, TD Cowen analysts maintained their Buy rating and $4.50 price target for Butterfly Network (NYSE:BFLY), following a significant drop in the company's stock. The decline, which resulted ...

TD Cowen analyst Andrew Kligerman maintained a Buy rating on Arch Capital Group (ACGL – Research Report) today and set a price target of $141.00. The company’s shares closed last Friday at $88.20.

On Thursday, TD Cowen initiated coverage on Disc Medicine (NASDAQ:IRON), giving the stock a Buy rating. Currently trading at $54.46, the company maintains a market capitalization of $1.83 billion ...