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TD Cowen

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Situations

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Apple launches iPhone 18 Pro series and iPhone Duo foldable

168 clusters · 1129 sources · last updated

Latest: Apple faces divided Wall Street reactions after iPhone Duo reveal

As of September 2026, Apple has launched the iPhone 18 Pro and Pro Max, powered by the 2nm A20 Pro chip. The flagship models feature a 6.3-inch and 6.9-inch OLED display respectively, with pricing starting at $1,199 and

[ACTIVE] [BUSINESS]

Accenture market performance and strategic expansion

2 clusters · 4 sources · last updated

Latest: Accenture stock declines 34% amid AI expansion and acquisitions

Accenture has experienced a significant market downturn in 2026, with its stock price declining by approximately 34% to around $175. Despite the downward trend, the company has pursued several strategic initiatives to

[ACTIVE] [BUSINESS] [US] [SE] [AU]

GE Vernova: Infrastructure expansion and AI power demand

19 clusters · 27 sources · last updated

Latest: GE Vernova sees rising interest amid surging AI power demand

GE Vernova is capitalizing on rising electricity demand from artificial intelligence data centers by expanding its footprint in power generation, transmission, and grid modernization. In Q2 2026, the company reported a 2

[ACTIVE] [BUSINESS] [US] [NO] [CH]

ARK Invest shifts focus toward AI, space, and crypto

33 clusters · 55 sources · last updated

Latest: Cathie Wood and ARK Invest expand holdings in stocks and Bitcoin

By early September 2026, ARK Invest, led by Cathie Wood, continued its strategic reallocation toward artificial intelligence, space, and cryptocurrency. Following a mid-August pivot from biotechnology toward AI infrastru

[ACTIVE] [BUSINESS] [US] [CA] [GB]

Costco valuation debate persists amid growth and expansion

23 clusters · 43 sources · last updated

Latest: Costco Wholesale Corporation sees institutional buying and retail expansion

Costco Wholesale continues to demonstrate strong financial performance driven by its membership model, despite facing heightened competition and high market valuations. In fiscal 2026, the company reported robust growth,

[QUIET] [BUSINESS] [DE] [US]

The Trade Desk market performance and AI competition

2 clusters · 4 sources · last updated

Latest: The Trade Desk and Salesforce face AI monetization scrutiny

The Trade Desk has faced significant stock volatility and market pressure. In July 2026, shares reached a 52-week low following a substantial year-to-date decline. Analysts attributed this to competition from major data

[QUIET] [BUSINESS] [US] [FR] [AU]

Seagate and HDD market surge on AI storage demand

4 clusters · 14 sources · last updated

Latest: Seagate and Western Digital report strong fiscal 2026 growth

In late July 2026, Seagate reported record fiscal Q4 results, with revenue reaching $3.63 billion, a 48.5% year-over-year increase. The company’s full fiscal year 2026 revenue totaled $12.2 billion, up 34% from the previ

[QUIET] [BUSINESS] [US]

Synchrony Financial OpenAI partnership

2 clusters · 10 sources · last updated

Latest: Synchrony Financial shares rise on Q2 beat and OpenAI partnership

Synchrony Financial announced a partnership with OpenAI to integrate artificial intelligence into its consumer commerce experience. The collaboration focuses on using OpenAI models to power consumer portals and launching

[QUIET] [BUSINESS] [US]

RTX earnings beat, rising backlog and outlook

6 clusters · 9 sources · last updated

Latest: RTX Corporation reports $289 billion backlog amid rising institutional interest

RTX’s institutional ownership continued to shift in early June 2026. O Shaughnessy Asset Management cut its stake by roughly 8% to 486,952 shares, while ING Groep boosted its holding by 79% to 309,675 shares. Jefferies u

[QUIET] [BUSINESS] [DE]

Cybin clinical and organizational development

2 clusters · 4 sources · last updated

Latest: Cybin Inc. receives 'Buy' ratings and significant price target hike

Cybin, also known as Helus Pharma, is advancing its psychedelic-based therapeutic pipeline while undergoing leadership changes. The company recently appointed Michael Halstead as CEO, Regina Donohue as Chief People Offic

[QUIET] [BUSINESS] [US]

Sunrun Inc. stock volatility and analyst shifts

2 clusters · 2 sources · last updated

Latest: Citizens Financial Group invests in Phillips 66 as Sunrun sees high options activity

Sunrun Inc. has faced downward pressure on its stock following a series of analyst price target reductions. Early August reports indicated that firms including TD Cowen, Susquehanna, Barclays, and JPMorgan Chase & Co. lo

[QUIET] [BUSINESS] [CA]

Franco-Nevada Corporation financial reporting

2 clusters · 3 sources · last updated

Latest: Franco-Nevada Corporation sees $17.55M investment from Alberta Investment Management Corp

Franco-Nevada Corporation has reported its second-quarter financial results, noting a quarterly revenue of $580.90 million. While this represents a 57.3% increase compared to the same quarter last year, the reported earn

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