TD Cowen

GE Vernova: Infrastructure expansion and AI power demand

27 clusters · 35 sources · last updated about 22 hours ago

Latest: GE Vernova shares drop 11% amid AI infrastructure selloff

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

US energy refining stock market performance

4 clusters · 6 sources · last updated 5 days ago

Latest: TD Cowen adjusts price targets for Coherent and Valero Energy

Major US energy refiners, including CVR Energy and Valero Energy, reached new 52-week highs in late September 2026. While CVR Energy saw price increases despite a ‘Strong Sell’ consensus, Valero Energy maintained more po

ARK Invest shifts focus toward AI, space, and crypto

36 clusters · 56 sources · last updated 6 days ago

Latest: Cathie Wood and ARK Invest shift focus toward energy and biotech

By late September 2026, ARK Invest’s strategic rebalancing continued to emphasize shifts between AI-related equities and digital assets. The firm executed significant liquidations in the technology sector, selling approx

MicroStrategy Bitcoin exposure and MSCI index risk

19 clusters · 58 sources · last updated 7 days ago

Latest: MSCI to exclude non-operating companies from global indexes

MicroStrategy’s financial position remains heavily tied to Bitcoin price fluctuations. Following a period of volatility, the company completed an equity offering that raised approximately $2.01 billion, leaving a $1.59 b

Strive, Inc. Bitcoin treasury expansion

8 clusters · 32 sources · last updated 7 days ago

Latest: Strive raises $630 million via SATS preferred stock offering

Strive, Inc. (NASDAQ: ASST) is aggressively expanding its Bitcoin treasury through an equity-based financing model, primarily utilizing its Variable Rate Series A Perpetual Preferred Stock (SATA). In late August 2026, th

Tilray Brands financial performance and market trends

3 clusters · 6 sources · last updated 9 days ago

Latest: Tilray Brands reports revenue growth amid declining EBITDA

Tilray Brands has experienced a period of financial volatility characterized by long-term stock decline and recent operational growth. In early October 2026, the company’s shares faced significant pressure, continuing a

Natera, Inc. business and market developments

2 clusters · 4 sources · last updated 13 days ago

Latest: Natera, Inc. sees price target hike and new strategic partnership

Natera, Inc. has experienced growth in both its market valuation and strategic clinical applications. In September 2026, CEO Steven Chapman reported strong second-quarter performance, including nearly 40% year-over-year

Impinj market activity and analyst outlook

2 clusters · 3 sources · last updated 14 days ago

Latest: Financial institutions see shifts in analyst price targets

In late September 2026, Impinj, Inc. CFO Cary Baker sold approximately $1.6 million in company stock via a pre-arranged Rule 10b5-1 trading plan. During a conference around that time, Baker discussed the company’s leader

SpaceX expands Starlink Mobile via spectrum acquisition

16 clusters · 119 sources · last updated 16 days ago

Latest: SpaceX to acquire 800 MHz spectrum for Starlink Mobile expansion

SpaceX is accelerating its entry into the U.S. mobile telecommunications market through the expansion of ‘Starlink Mobile’. The company has reached an agreement to acquire a nationwide portfolio of low-band spectrum from

Affirm Holdings financial outlook and earnings updates

2 clusters · 6 sources · last updated 19 days ago

Latest: Affirm Holdings EPS estimates revised upward by analysts

Affirm Holdings announced it will release its first quarter fiscal year 2027 financial results on November 5, 2026. Following this announcement, analyst activity showed a mix of price target adjustments and upward revisi

AI infrastructure demand and technology sector earnings

14 clusters · 55 sources · last updated 19 days ago

Latest: Cisco research highlights AI-driven pressure on network capacity

Major US technology firms are reporting divergent financial results driven by the demand for artificial intelligence infrastructure. Cisco Systems is positioning itself to capitalize on a “networking supercycle” fueled b

Bloom Energy expands capacity amid demand and legal scrutiny

12 clusters · 28 sources · last updated 20 days ago

Latest: Bloom Energy shares dip amid AI power demand and expansion news

By early October 2026, Bloom Energy continues to position its solid oxide fuel-cell systems as a solution to the power shortages driven by artificial intelligence and data center expansion. The company’s 800V DC-native f

Bitcoin price volatility amid US fiscal and legislative news

7 clusters · 22 sources · last updated 21 days ago

Latest: TD Cowen revises Bitcoin price targets following strong market performance

Bitcoin has experienced significant price volatility and growth, driven largely by macroeconomic concerns regarding United States fiscal policy. Initially, market movements were influenced by investor sentiment and specu

Financial analyst stock price target updates

2 clusters · 9 sources · last updated 22 days ago

Latest: Meta Platforms reports revenue growth as analysts adjust various stock price targets

Financial institutions continue to issue diverse analyst ratings and price target updates across several sectors. In the technology and cryptocurrency space, Citigroup has raised its price target for MicroStrategy to 24

Banking sector analyst price target adjustments

2 clusters · 3 sources · last updated 22 days ago

Latest: Financial analysts adjust price targets for First Hawaiian and National Bank Holdings

Financial analysts have adjusted stock price targets for First Hawaiian and National Bank Holdings Corporation. TD Cowen reduced its price target for First Hawaiian from $31.00 to $28.00 while maintaining a ‘hold’ rati

Semiconductor sector market rally

2 clusters · 5 sources · last updated 25 days ago

Latest: Dell Technologies rises on $95B AI server backlog

The semiconductor sector experienced a period of significant growth and capital rotation in late September and early October 2026. Initial activity saw SiTime Corporation shares rise 5.1% to $685.19, contributing to a b

Accenture market performance and strategic expansion

3 clusters · 15 sources · last updated 26 days ago

Latest: Accenture shares surge on strong earnings and AI demand

Accenture experienced a significant market downturn in early 2026, with its stock price declining by approximately 34% to around $175. Despite this, the company pursued strategic expansions, including the establishment o

Victoria’s Secret stock performance and earnings

4 clusters · 12 sources · last updated 28 days ago

Latest: Victoria's Secret & Co. shares rise amid analyst rating updates

Victoria’s Secret & Co. experienced significant stock volatility throughout 2026. Following a rebranding and a ticker symbol change to VSXY, the company saw its stock price surge by over 300% in one year, reaching values

Integration of public equities and blockchain technology

2 clusters · 14 sources · last updated about 1 month ago

Latest: Stock tokenization aims to bridge public equities and blockchain

The New York Stock Exchange (NYSE) Group and Blockchain.com have entered a memorandum of understanding to explore the distribution of tokenized U.S. stocks and exchange-traded funds (ETFs). This partnership intends to le

Darden Restaurants fiscal 2027 first quarter performance

2 clusters · 4 sources · last updated about 1 month ago

Latest: Darden Restaurants reports $3.2 billion in Q1 sales

Ahead of its fiscal year 2027 first quarter earnings call, Darden Restaurants received varied analyst ratings. While TD Cowen maintained a “hold” rating with a $215.00 target, other institutions such as BTIG Research, De

Costco reports strong fiscal Q4 earnings and annual growth

27 clusters · 61 sources · last updated about 1 month ago

Latest: Costco reports strong Q4 earnings and uses tariff refunds to lower prices

Costco Wholesale has reported strong results for its fiscal fourth quarter ending August 30, 2026. Net sales for the quarter rose 11.2% to approximately $93.9 billion, compared to $84.4 billion in the previous year. Net