The Washington-based software giant has canceled leases in the US totaling “a couple of hundred megawatts,” or about two huge data centers, according to a report from TD Cowen analysts ...
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 ...
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 and a ...
Microsoft Corp. has canceled some leases for U.S. data center capacity, according to TD Cowen, raising broader concerns over whether it’s securing more AI computing capacity than it needs in the ...
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 ...
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 ...
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Walmart's future is bright, says TD Cowen's Oliver ChenOliver Chen, TD Cowen senior retail analyst, joins 'Money Movers' to discuss Wall Street's reaction to Walmart's quarterly earnings results. House Republicans advance plan for Trump's legislative ...
Equities research analysts at TD Cowen initiated coverage on shares of Repligen (NASDAQ:RGEN – Get Free Report) in a note issued to investors on Monday, Marketbeat Ratings reports. The firm set ...
TD Cowen analyst Robert Moskow says Freshpet (FRPT) shares declined 11% on Monday, presumably on concerns about a deceleration in Nielsen tracking data. The firm reiterates its positive thesis on ...
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