The return seems more apparent for rival Amazon, with TD Cowen noting that the company may have won an unnamed 1GW+ customer ...

"Regardless of the entity servicing the demand, we believe 5GW of US demand from OpenAI training positions the industry for ...

CNBC’s Steve Kovach with TD Cowen's Doug Creutz, join 'The Exchange' to discuss the Nintendo Switch 2 rollout.

On Tuesday, TD Cowen analysts maintained a Buy rating on Apple stock (NASDAQ: AAPL) with a price target of $275, well above the current trading price of $202.91. With a market capitalization of $3 ...

On Wednesday, June 4, TD Cowen analysts began coverage of Target Corporation (NYSE: TGT ), giving it a “Hold” rating and ...

William Katz from TD Cowen maintained a Buy rating on Franklin Resources, Inc. (NYSE:BEN) and kept the price target unchanged ...

The J.M. Smucker Company (SJM) — which owns consumer brands like Jif peanut butter, Uncrustables, Hostess, Folgers coffee, ...

TD Cowen has lifted its price target on Insulet Corporation (NASDAQ:PODD) to $379 from $324 while reiterating a Buy rating, ...

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But the risk goes much deeper. Apple hasn't ramped up enough on data centers, which means the company doesn't have the infrastructure support required to internally run an AI ecosystem like its ...

Cheaper hardware, AI advances and early adoption are turning a decade of promises into something more tangible. As Tesla’s ...