TD Cowen warned on Tuesday that packaged food giants may be set for a period of earnings pressure as they reinvest in pricing ...

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

TD Cowen analysts late March updated their report, estimating Microsoft has withdrawn data center project totaling more than ...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

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

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

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

TD Cowen analyst Gary Taylor raised the firm’s price target on Agilon Health (AGL) to $6 from $3.50 and keeps a Hold rating on the shares. The ...

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 ...

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 ...