TD Cowen analysts evaluated the Strategy’s (MSTR) treasury activity against bitcoin (BTC) trading volume and price action ...

TD Cowen analysts late March updated their report, estimating Microsoft has withdrawn data center project totaling more than ...

In a report released today, William Katz from TD Cowen maintained a Buy rating on Blackstone Group (BX – Research Report), with a price target ...

TD Cowen analyst Bryan Bergin upgraded FIS (FIS) to Buy from Hold with a price target of $92, up from $80, after the company entered into a ...

Affirm Holdings stock is among the leading contenders in the fintech sector, TD Cowen analysts argued on Tuesday, as they ...

While pricing improved for LTL and truckload rates in Q1, tariffs seem to be clouding the long-term outlook, according to the ...

Amazon Web Services has reportedly delayed several new data center leases. Analysts at Wells Fargo said that the company has ...

TD Cowen said lower oil prices, down nearly $10 since April 2, could reduce oil drilling activity and shrink associated gas supply. This could push 2026 storage below normal just as demand grows ...

The rise of e-commerce continues to disrupt logistics and supply chain operations, driving the need for faster, more efficient delivery models. As consumer demands evolve, traditional freight methods ...

Wall Street analysts anticipate Netflix will report strong Q1 2025 earnings and say the company is positioned to withstand an ...

Microsoft has abandoned data center projects set to use 2 gigawatts of electricity in the U.S. and Europe in the last six ...

Microsoft has walked away from data center projects in the US and Europe to the tune of 2GW, said TD Cowen analysts. First reported by Bloomberg, the cancelations follow previous speculation from TD ...