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TD Cowen
since
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15 days ago
Mizuho and TD Cowen respectively see Shopify rallying 26% and 34%.
4 months ago
This online banking stock is set to jump as credit outlook improves, says TD Cowen ⊕
Analyst Moshe Orenbuch upgraded the stock to buy from hold.
AMD gets a price target boost from TD Cowen on chipmaker’s partnership with OpenAI ⊕
There may be more upside ahead from AMD's partnership with OpenAI, according to TD Cowen.
Shutdown stocks to watch: These companies get a bulk of their revenues from the government ⊕
A protracted impasse could crimp backlog conversion, slow awards and weigh on cash flow for government services firms, according to TD Cowen.
5 months ago
TD Cowen downgrades Warner Bros. Discovery on concerns a takeover may not happen ○
The latest rally in shares of Warner Bros. Discovery may not hold if a takeover bid from Paramount Skydance doesn't come to fruition, TD Cowen said this week.
6 months ago
Trump's pharmaceutical tariffs could affect some drugmakers more than others ○
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AbbVie, Bristol Myers Squibb and Eli Lilly appear "relatively well-positioned," while Novartis and Roche look more at risk, TD Cowen analyst Steve Scala said.
7 months ago
This investment manager can soar on proposed change to popular QQQ fund, says TD Cowen ○
TD Cowen upgraded the investment management stock to buy from hold.
This chip stock is outperforming and will continue going higher, TD Cowen says ○
The firm upgraded the chip stock to buy from hold.
These natural gas plays offer upside potential, TD Cowen says. They also pay dividends ○
A handful of pipeline stocks are ready to capitalize on growing demand for natural gas, TD Cowen said. They also pay attractive dividends.
This analyst hasn't been as bullish on JPMorgan and others since Financial Crisis because of AI ○
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Steven Alexopoulos of TD Cowen believes AI created a huge buying opportunity for his bank picks, like JPMorgan, not seen since the Great Financial Crisis.