Browsing Tag
TD Cowen
14 posts
PepsiCo (PEP) Q2 revenue beats, EPS misses by penny, shares fall 3.2%
PepsiCo (PEP) beats Q2 revenue, misses EPS by penny, shares fall 3.2% as North America stalls even as international logs 21st straight MSD growth quarter.
July 10, 2026
Cognizant (CTSH) bets on agentic AI reset with expanded Google Cloud partnership
Cognizant expands Google Cloud partnership, targets 200,000 Gemini Enterprise users as CTSH trades near 52-week low. Read the full executive analysis.
July 7, 2026
Butterfly Network (BFLY) stock jumps as Midjourney unveils full-body ultrasound scanner
Butterfly Network shares surged after Midjourney revealed that its proposed full-body scanner uses 40 BFLY ultrasound modules, exposing investors to a high-risk medical-imaging opportunity.
June 22, 2026
Einride stock surges in Nasdaq debut as $ENRD tests investor appetite for electric freight
Find out how Einride’s Nasdaq debut could reshape autonomous freight, ENRD stock sentiment and the electric trucking market.
June 10, 2026
Quantinuum IPO closes at $1.68bn, but QNT trading shows investors want proof beyond quantum hype
Quantinuum raised $1.68bn, but QNT’s early trading asks the real question: can quantum computing turn promise into revenue?
June 6, 2026
Yum! Brands in exclusive talks to sell Pizza Hut to LongRange Capital in a bet on a sharper portfolio
Yum! Brands is in exclusive talks to sell Pizza Hut to LongRange Capital after 10 straight quarters of falling US sales, in a bet on a sharper Taco Bell and KFC focus.
May 31, 2026
GoodRx Companion takes on Amazon Pharmacy with $14.99 generics-plus-telehealth bundle
GoodRx launches Companion at $14.99 monthly with 200 free generics and $19 telehealth visits, pushing past coupons toward recurring revenue and bundled care. Read more.
May 28, 2026
Equinor locks in 5-year German gas supply via Eneco’s LichtBlick as Berlin’s Norwegian dependence deepens
Equinor signs 5-year gas deal with Eneco's LichtBlick, supplying low-emission Norwegian gas to Germany through 2030 as Berlin's NCS dependence deepens. Read more.
May 21, 2026
SoFi Technologies (Nasdaq: SOFI) faces its biggest test as Q1 2026 earnings loom on April 29
SoFi Technologies (NASDAQ: SOFI) heads into its Q1 2026 earnings on April 29 battered by a Muddy Waters short report and analyst cuts. Here is what retail investors need to know.
April 9, 2026
IsoEnergy extends Toro Energy acquisition deadline to June 2026 and provides A$2m bridging loan as scheme nears critical vote
IsoEnergy extends Toro Energy scheme deadline to June 2026 and advances a A$2 million bridging loan. Read our full analysis of what this means for uranium investors.
April 4, 2026