Salesforce reports Agentforce has reached roughly $1.2 billion in annual recurring revenue, but a TD Cowen survey finds subdued customer adoption, with only one-third of partners reporting strong curr…
Salesforce partners report that Agentforce has yet to generate meaningful revenue two years after launch, according to a TD Cowen survey showing 56% expect demand to emerge over time and only 33% met …
TD Cowen raised its Amazon Web Services (AWS) revenue estimate to $165 billion for 2026, 3% above Wall Street consensus, and to $222 billion for 2027, 11% above consensus, citing generative AI tailwin…
Salesforce partners report no meaningful revenue from Agentforce two years after launch, according to a TD Cowen survey. The survey found 11% of partners saw little immediate interest, 56% expected in…
OpenAI slashed the price of its GPT-5.6 Luna model by 80% and its Terra model by 20%, leading to a surge in usage that boosted revenue, according to TD Cowen analysts studying OpenRouter data. Luna's …
Advanced Micro Devices shares fell 7.4% in premarket trading Wednesday, erasing about $61.1 billion in market value, after the company's third-quarter revenue forecast of about $13 billion, while abov…
Lattice Semiconductor Corp. shares rose 5.8% to close at $128.50 on Monday, hitting a 52-week high, even as the broader chip sector fell more than 20% from its summer peak. The company reported first-…
The London Stock Exchange Group (LSEG) announced LSE 24, a separate venue running from 17:00 to 07:50 London time Monday to Friday, designed for algorithmic and agent-based trading, with client testin…
OpenAI's new product Presence, which enables AI agents with guardrails and policies for enterprise use, sent software stocks tumbling on Wednesday and Thursday, with Workday (-9.9%), Atlassian (-11.8%…
ServiceNow reported a 25% jump in subscription revenue to $3.9 billion in Q2, surpassing TD Cowen's forecast, and raised its full-year guidance to $15.76-$15.78 billion. The company's AI business surp…
A TD Cowen survey of 80 biopharma leaders finds AI is compressing drug developers' preclinical costs and timelines by as much as 70%, fueling demand for software and tools that could grow new drug pro…
Oil prices are falling, but the Federal Reserve now faces a potential new inflation threat from massive AI infrastructure spending by tech giants like Amazon and Google. TD Cowen expects hyperscaler s…
Oracle cut 21,000 jobs in fiscal 2026, reducing its workforce to 141,000, and explicitly blamed AI in its SEC filing, stating that the adoption and deployment of AI technologies resulted in workforce …
Micron Technology has received 57 buy ratings from analysts, with price targets approaching $1,500, driven by the AI memory boom that has quadrupled the stock in 2026. The company's fiscal Q3 2026 ear…
TD Cowen analyst Krish Sankar raised Apple's price target from $335 to $350 with a Buy rating, while Morgan Stanley analyst Eric Woodring increased his base target to $360 and bull target to $440, cit…
TD Cowen raised its price target on Micron Technology to $1,500 from $660, citing surging demand for AI memory chips. The analyst maintained a Buy rating as Micron's high-bandwidth memory supply for 2…
Apple shares fell roughly $25 this week to around $292 after the WWDC keynote, driven by mixed reactions to Siri AI and its delayed rollout in the European Union and China, which together account for …