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TD COWEN ANALYSTS
Novartis experimental actinium-based drug shows promise in prostate cancer treatment: StudyNovartis' new experimental actinium-based drug shows promise against prostate cancer. Early data on Sunday revealed anti-tumour activity, e...- SoftBank's OpenAI-related debt in focus as another strong quarter expectedSoftBank anticipates a strong quarterly profit, largely driven by its significant investment in OpenAI, whose valuation has surged. However...
- Micron stock jumps 14% to all-time high of $742.15, skyrocketing 690% in one year: Is AI demand transforming MU stock into the heart of the semiconductor revolution?Micron stock price shocked Wall Street after surged 14% and touched $738.12 in one of the biggest semiconductor rallies of 2026. The jump i...
- US market today: Carlyle profit misses as asset sales fail to boost shareholder incomeGlobal investment firm Carlyle reported lower-than-expected profit for the first quarter on Thursday, as asset sales failed to translate to...
- Why are JetBlue and Frontier share prices up today? JetBlue and Frontier shares rise after Spirit shutdown creates growth opportunityWhy are JetBlue and Frontier share prices up today? Shares of JetBlue Airways and Frontier Airlines increased in premarket trading after Sp...
- Oracle cuts 700 jobs in first wave — fears grow of massive layoffs that could hit 30,000Oracle Layoffs Explained: Oracle is initiating significant job cuts. Hundreds of employees in California and Seattle face layoffs. Analysts...
- US Stocks: Delta scraps capacity growth plans as fuel price surge drives up costs, shares upDelta Air Lines on Wednesday forecast second-quarter profit below expectations and said it would pull all planned capacity growth from the ...
- US Stocks: Levi Strauss shares jump 10% as pricey denim sales smooth over tariff hitLevi Strauss' shares jumped about 10% on Wednesday as investors cheered its strongest quarterly revenue growth in nearly four years, with c...
- Oracle layoffs: AI pivot triggers 10,000 job cuts in IndiaOracle has cut around 10,000 jobs in India, sources told ET. This is part of a global restructuring affecting 30,000 employees. The company...
- Meta faces $310 billion market value drop on legal, AI concernsShares of the Facebook and Instagram parent are down 19% this month, putting them on pace for their worst performance since October 2022. T...
- Netflix raises subscription prices across all plans in USNetflix, which has more than 325 million subscribers, had scrapped its cheapest ad-free plan, called basic, in 2023, leaving users with it...
- CrowdStrike stock soars over 12% after strong financial guidance and $20 billion ARR goalCrwd stock today: CrowdStrike's stock surged following optimistic financial guidance shared at its Fal.Con 2025 conference, including a $20...
- AI-driven drug discovery picks up as FDA pushes to reduce animal testingDrug development software maker Certara, and biotechs such as Schrodinger and Recursion Pharmaceuticals are already using AI to predict how...
- From electronics to everyday essentials: These popular Chinese-made products may soon vanish from U.S. shelves amid trade tensionsThe US may face product shortages due to the US-China tariffs war. Chinese goods shipping to the US are decreasing. Experts warn that store...
- Apple shares jumps 4% after TD Cowen analysts reiterated their "Buy" rating and raised price target to $250; here's what is going for the iPhone makerTD Cowen analysts forecast moderate growth in the March 2025 quarter. They expect mid-single-digits percentage growth guidance.
- Nvidia notches record close, could unseat Apple as most valuable companyIn June, Nvidia briefly became the world's most valuable company. It was overtaken by Microsoft, and the tech trio's market capitalizations...
- Warner Bros Discovery writes down TV assets by $9 billion amid uncertainty over fees, sports rights renewalsWarner Bros Discovery reported a $9.1 billion non-cash goodwill charge due to uncertainties around cable and sports fees, resulting in a $1...
- AMD, Super Micro tumble as earnings fall short of lofty AI expectationsIts forecast of $4 billion in AI chip sales for 2024 fell short of Wall Street's lofty expectations, having been used to Nvidia's massive f...
- Google's loss to Epic Games may cost billions but final outcome years awayEpic Games will now have a chance to submit a court filing on how it wants Google's Play Store to be fixed - potentially putting at risk wh...
- J&J rises as $8.9 bln talc lawsuit settlement eases overhang on consumer unit spinoffJohnson & Johnson's shares increased 3% on Wednesday after the company received the support of around 60,000 people for its $8.9 billion se...
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