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 …