TD Cowen
Investment banking companywww.cowen.com
22
MENTIONS
17
EPISODES
15
PODCASTS
Search complete. 22 mentions across 17 episodes found for "TD Cowen".
Sep 25, 2026
Alexis ChristoforousHOST
Uh, a number of analysts are very bullish on this deal.
Alexis ChristoforousHOST
Uh, an analyst over at TD Cowen saying, "As long as industry-wide computer shortages remain, Akamai should be able to win more cloud infrastructure contracts." And the stock is up-
speaker_3HOST
Yep
Alexis ChristoforousHOST
... 26% year to date.
Marley KaydenCORRESPONDENT
Not mentioned in any of the analyst coverage, though, that I found.
Marley KaydenCORRESPONDENT
TD Cowan lowered its price target on McDonald's from 270 to 282, so still about a $30 upset from where we are.
Marley KaydenCORRESPONDENT
Has a hold rating.
Marley KaydenCORRESPONDENT
Says the stock is trading at 17 times forward earnings.
speaker_0NARRATOR
Join us as we converse with the top minds who are influencing our global sectors.
Andrew KligermanHOST
Hi, I'm Andrew Kligerman, the insurance analyst at TD Cowen, and today it's my pleasure to introduce Manmeet Bawa, partner at Oxbow Partners.
Andrew KligermanHOST
And just so you know what they do, Oxbow Partners is a specialist management consultant.
Andrew KligermanHOST
exclusively serving the insurance industry.
David BennettHOST
That's Strive's preferred stock.
David BennettHOST
TD Cowan raised its ASST price target from $32 to $44, citing faster-than-expected Bitcoin accumulation and growth in Bitcoin held per fully diluted share.
David BennettHOST
The firm now expects Strive to end 2026 with... 32,105 Bitcoin, that's up from its previous estimate of 27,156.
David BennettHOST
TD analysts Lance Vitanza and Jonathan Navarrete also raised their projected full-year BTC yield.
Kelly EvansHOST
But look how we've cleared this event and in fact cleared it to some extent to the downside.
Kelly EvansHOST
But odds were only like 25 percent at TD Cowan.
Kelly EvansHOST
This was ever going to pass anyway.
Kelly EvansHOST
And to see immediately outcomes, the SEC talking about tokenization.
speaker_0NARRATOR
Join us as we converse with the top minds who are influencing our global sectors.
Charles ReedHOST
Hi, my name is Charles Reed, TD Cowen's Healthcare Technology and Distribution Analyst, and welcome to the TD Cowen Future Healthcare Podcast.
Charles ReedHOST
Today's podcast is part of our ongoing series that continues TD Cowen's efforts to bring together thought leaders, innovators, and investors to discuss how the convergence of healthcare, technology, consumerism, and policy is changing the way we look at health, healthcare, and the healthcare system.
Charles ReedHOST
And in this episode, I'm excited to be joined by Jonathan Hirsch, Chief Strategy and Growth Officer at Paradigm Health.
Charles ReedHOST
Paradigm Health is a clinical research company that aims to make clinical trials more accessible for patients, researchers, and study sponsors through a seamless AI-powered platform.
David RichardsHOST
Global headcount fell by roughly 21,000, about 13%, over the fiscal year to May, while capital spending on AI data centres reached $55.7 billion, and the restructuring charge for the year has been lifted by $700 million to around $2.8 billion.
David RichardsHOST
TD Cowen's estimate that the programme could eventually reach 30,000 roles remains an analyst's number, not Oracle's.
David RichardsHOST
Texas has not filed yet.
David RichardsHOST
Watch Austin.
![[YOU] on AI · Ahora](https://particle.news/cdn-cgi/image/format=auto,width=128/https://cdn.particle.pro/url/media/4e91d5b0-2117-58a6-bbc5-99f50507c704/4ba59d61cb1532c3192cbd071151c34c20f282a4cc8dbcff1e4711bdb0859bab)
DanielCORRESPONDENT
Pero Meta está integrando su tecnología de agentes múltiples directamente en Meta Business Agent, que ya da servicio a más de un millón de empresas en WhatsApp, Messenger e Instagram.
DanielCORRESPONDENT
El movimiento llega al mismo tiempo que TD Cowen señala a Meta Muse AI como un importante flujo de ingresos futuro.
DanielCORRESPONDENT
La acción de Meta subió aproximadamente un seis por ciento el miércoles.
DanielCORRESPONDENT
La adquisición deja claro que en la carrera por la infraestructura de agentes, tener código funcional y fundadores sólidos puede ser suficiente para te compren antes de cumplir tu primer año.
Kellen WalkerHOST
The ruling affects standards covering roughly 37% of new U.S. light-duty vehicle sales across 16 states and Washington, D.C., The EPA tells Automotive News it's considering an appeal.
Kellen WalkerHOST
Analyst John Miller of TD Cowan says the fight is probably headed to the Supreme Court.
Kellen WalkerHOST
And Toyota's much-anticipated Highlander EV is delayed, and dealers could face months with little to no Highlander inventory at all.
Kellen WalkerHOST
The automaker pushed back the start of production at its Georgetown, Kentucky plant until at least the first quarter of 2027.
Heather McKenziePANELIST
They did.
Heather McKenziePANELIST
And an analyst at TD Cohen has said that that approval actually de-risks the Sanfilippo one.
Heather McKenziePANELIST
So I think Wall Street might be being a little bit tough on Ultragenics.
Jeff AxtHOST
All right.
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