TD Cowen upgrades Rivian Automotive to 'Buy' with $20 price target, citing strong demand potential of 212,000-335,000 units annually for the upcoming mass-market R2 SUV priced at $45,000, significantly exceeding 2027 market consensus as the catalyst for U.S. EV market recovery.
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TD Cowen Upgrades Rivian to 'Buy' - 'R2 to Lead EV Market Revival'
TD Cowen upgrades Rivian Automotive to 'Buy' with $20 price target, citing strong demand potential of 212,000-335,000 units annually for the upcoming mass-market R2 SUV priced at $45,000, significantly exceeding 2027 market consensus as the catalyst for U.S. EV market recovery.
Shopify’s strong Q4 results prompted Mizuho and TD Cowen to upgrade their outlooks, citing AI as a structural tailwind rather than a threat, despite recent share price declines.
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AI Seen as Tailwind, Not Threat—Shopify Earnings Beat Spurs Wall Street Upgrades
Shopify’s strong Q4 results prompted Mizuho and TD Cowen to upgrade their outlooks, citing AI as a structural tailwind rather than a threat, despite recent share price declines.
TD Cowen Downgrades P&G to 'Hold' on Demand Concerns Linked to New Immigration Policy
TD Cowen downgraded Procter & Gamble to 'Hold', citing concerns that new U.S. immigration policies will dampen demand among key Hispanic consumers and limit growth.
TD Cowen Maintains $440 Price Target on MicroStrategy
TD Cowen reaffirms its $440 price target and 'Buy' rating on MicroStrategy, citing the firm's aggressive Bitcoin accumulation and innovative capital structure as key strengths.
Broadcom CEO Says AI Chip Demand ‘Insatiable’ as Orders Surge
Broadcom Inc. reaffirmed robust AI chip demand and a growing order backlog, with CEO Hock Tan calling market appetite “insatiable” and TD Cowen maintaining a ‘Buy’ rating.
TD Cowen cut its price target for MicroStrategy to $440 but maintained a 'Buy' rating, citing the firm's aggressive Bitcoin accumulation and projecting holdings to surpass 800,000 coins as Bitcoin prices are forecast to rise sharply.
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TD Cowen Lowers Price Target for MicroStrategy but Maintains 'Buy' Rating
TD Cowen cut its price target for MicroStrategy to $440 but maintained a 'Buy' rating, citing the firm's aggressive Bitcoin accumulation and projecting holdings to surpass 800,000 coins as Bitcoin prices are forecast to rise sharply.
TD Cowen Sees Alphabet Shares Rising 12% Further on AI-Powered Google Search and Gemini
TD Cowen has raised its target price for Alphabet to $350, citing strong AI-driven growth in Google Search and Gemini, projecting a further 12% upside for the stock.
TD Cowen Upgrades Canada Goose to 'Buy'—Shares Surge 12%
Canada Goose shares surged 12.77% after TD Cowen upgraded the stock to 'Buy' and raised its target price, citing successful brand repositioning and improved fundamentals.
Fresh from questioning whether AI will provide all the economic benefits it is expected to deliver over the next five years, Microsoft CEO Satya Nadella is now pulling the company back on a number of datacentre investments.
https://www.computing.co.uk/news/2025/microsoft-cancels-datacentre-investments-over-ai-growth-concerns
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Microsoft cancels datacentre investments over AI growth concerns, report
Fresh from questioning whether AI will provide all the economic benefits it is expected to deliver over the next five years, Microsoft CEO Satya Nadella ...
NS: Proxy Battle Ends With Favorable Results - Railway Track and Structures
The votes from Norfolk Southern’s May 9 42nd Annual Meeting Shareholders have been tabulated and the results are clear. Following a months-long proxy battle launched by activist investor Ancora Holdings Group and
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