Wall Street analysts anticipate Netflix will report strong Q1 2025 earnings and say the company is positioned to withstand an ...

TD Cowen lowered the firm’s price target on Atlassian (TEAM) to $250 from $320 and keeps a Hold rating on the shares. The firm said its partner ...

Shares of Vertiv Holdings Co. (VRT) slid over 8% on Wednesday after a TD Cowen report highlighted that slower data center equipment purchasing is seen as a negative for the company in the first half ...

TD Cowen analyst Gary Taylor raised the firm’s price target on Agilon Health (AGL) to $6 from $3.50 and keeps a Hold rating on the shares. The ...

We recently reported Microsoft had cancelled leases with at least two private data center operators in the US, totaling “a ...

TD Cowen sees the drop as overdone, noting Gulfport’s attractive 2025 cash yield of 17% and a discounted EV/EBITDAX of 3.03x compared to peers at 5.2x. Execution remains strong, and TD view the ...

TD Cowen lowered its price target for NVIDIA (NVDA, Financials) to $140 from $175, sticking with a Buy rating even as the ...

Microsoft has walked away from data center projects in the US and Europe to the tune of 2GW, said TD Cowen analysts. First ...

Microsoft has abandoned data center projects set to use 2 gigawatts of electricity in the U.S. and Europe in the last six ...

Microsoft Corp. has walked away from new data center projects in the US and Europe that would have amounted to a capacity of about 2 gigawatts of electricity, according to TD Cowen analysts ...