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

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

TD Cowen lowered the firm’s price target on Twilio (TWLO) to $100 from $140 and keeps a Hold rating on the shares. The firm expects modest upside to 1Q but sees risk to guide off of macro ...

TD Cowen analyst Derrick Wood lowered the firm’s price target on Confluent (CFLT) to $34 from $41 and keeps a Buy rating on the shares. The firm said its checks point to a solid 1Q and continued ...

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 ...

TD Cowen lowered its price target for NVIDIA (NVDA, Financials) to $140 from $175, sticking with a Buy rating even as the ...

On Wednesday, TD Cowen reiterated its Buy rating on ASML Holding NV (LON:0QB8) (AS:ASML:NA) (NASDAQ: ASML) shares, maintaining the price target of EUR 825.00. According to InvestingPro data, analysts ...

A curated selection of the top 10 logistics and supply chain stories from 2024, reflecting key trends and themes identified by LM Group News Editor Jeff Berman—offering insights beyond popularity ...

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

Microsoft Corp. has walked away from new data center projects in the US and Europe that would have amounted to a capacity of about 2 gigawatts of electricity, according to TD Cowen analysts ...