Hyperscalers Amazon and Microsoft are starting to return to leasing at scale, after a purported slowdown earlier this year, analysts at TD Cowen claim. The financial services firm said in March that ...

Despite Microsoft (NASDAQ:MSFT) stating last month that it would spend $80B on data centers this year, with more than half of that in the U.S., investment firm TD Cowen said the Satya Nadella-led ...

Josh, Interviewer, TD Cowen: Thank you. Mark Papermaster, CTO, AMD : Thank you all. This article was generated with the support of AI and reviewed by an editor.

Advanced Micro Devices, Inc. (NASDAQ:AMD) is on our list of the 10 best 5G stocks to invest in according to analysts.

[Call Starts Abruptly] …at TD Cowen's 53rd, got it right, Annual TMT Conference. Really pleased to be kicking it off with Mark Papermaster, CTO of AMD; and Matt Ramsey, VP of IR and Financial ...

Google will provide OpenAI with additional computing capacity to help OpenAI train and run its AI models, the sources said.

Private equity firms like Blackstone are using their clients’ money to buy and build data centers to fuel the artificial intelligence boom.

Dell Technologies (NYSE:DELL) delivers integrated technology solutions that include storage systems, servers, networking ...

On Wednesday, 28 May 2025, Seagate Technology PLC (NASDAQ:STX) participated in TD Cowen’s 53rd Annual Technology, Media & Telecom Conference. The discussion, led by CFO John Luca Romano ...

On Wednesday, June 4, TD Cowen analysts began coverage of Target Corporation (NYSE:TGT), giving it a “Hold” rating and setting a price target of $105. The analysts noted that the company’s ...

Salesforce, Inc.’s (NYSE:CRM) acquisition approach and significant integration into the agentic AI roadmap is a strategic play likely to generate long-term value. On May 27, TD Cowen reiterated ...

Starbucks Corporation (NASDAQ:SBUX) was downgraded by TD Cowen on May 29 from Buy to Hold, with the firm maintaining its $90 price target.The move reflects growing skepticism about the coffee ...