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Top related persons:
TD Cowen - 3 Cowen - 2 — CNBC's Michael Bloom - 2 John Kernan - 1 Kernan - 1 Ross - 1 Krish Sankar - 1 Roman Schweizer Roman Schweizer - 1
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U.S Wednesday's China San Francisco , California Austin , Texas Wells Fargo ADAS
Top related orgs:
Ross Stores - 1 Apple - 1 U.S - 1 Cowen & Co - 1 Brookings Institution - 1 Microsoft - 1 Activision - 1 Activision Blizzard - 1

Search resuls for: "Cowen's"


25 mentions found


☆ TD Cowen upgrades Ross Stores, citing uptick in off-price retail traffic
  + stars: | 2023-08-03 | by ( Pia Singh | ) www.cnbc.com   time to read: +1 min
TD Cowen thinks investors are overlooking a buying opportunity in Ross Stores . Analyst John Kernan upgraded the retailer's stock to outperform from market perform and raised his price target to $128 from $113. Kernan's price target implies upside potential of 14.5% from Wednesday's close. According to Kernan, data from Cowen's consumer tracking survey indicates a sequential uptick during May, June and July in visitation to off-price vendors such as Ross. The survey indicated that traffic in Ross Stores reached a peak of 25% in May before easing slightly in June, and then reaccelerating to 25% in July.
Persons: Cowen, John Kernan, Kernan, Ross, — CNBC's Michael Bloom Organizations: Ross Stores Locations: Wednesday's
☆ June quarter is typically Apple's weakest, says TD Cowen's Krish Sankar
  + stars: | 2023-08-03 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJune quarter is typically Apple's weakest, says TD Cowen's Krish SankarTD Cowen's Krish Sankar joins 'Power Lunch' to discuss Apple earnings expectations, declining demand for Apple hardware, and more.
Persons: Krish Sankar Organizations: Apple
☆ U.S. and China preparing for long term strategic competition, says TD Cowen's Roman Schweizer
  + stars: | 2023-07-07 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailU.S. and China preparing for long term strategic competition, says TD Cowen's Roman SchweizerRoman Schweizer, aerospace and defense policy analyst at TD Cowen & Co, and Michael O’Hanlon, senior fellow at Brookings Institution, join 'The Exchange' to discuss Janet Yellen's trip to China, U.S. and China's economic relationship going forward, and the effort to ease international tensions.
Persons: Roman Schweizer Roman Schweizer, Michael O’Hanlon, Janet Yellen's Organizations: U.S, Cowen & Co, Brookings Institution Locations: China, U.S
☆ FTC injunction on Microsoft-Activision merger 'a positive development', says TD Cowen's Aaron Glick
  + stars: | 2023-06-13 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFTC injunction on Microsoft-Activision merger 'a positive development', says TD Cowen's Aaron GlickAaron Glick, TD Cowen merger arbitrage specialist, joins 'Squawk Box' to discuss the fallout from the FTC's injunction to block Microsoft's proposed acquisition of Activision Blizzard, what's next for the merger, and more.
Persons: Cowen's Aaron Glick Aaron Glick, TD Cowen, what's Organizations: Microsoft, Activision, Activision Blizzard
☆ 'There's a long runway for growth' in F1 racing, says TD Cowen's Stephen Glagola
  + stars: | 2023-06-05 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email'There's a long runway for growth' in F1 racing, says TD Cowen's Stephen GlagolaStephen Glagola, TD Cowen analyst, joins 'Last Call' to talk Liberty Media Formula One, F1 racing in the U.S. and more.
Persons: Cowen's Stephen Glagola Stephen Glagola, TD Cowen Organizations: Liberty Media Locations: U.S
☆ Boycotts hit stocks hard. Here's what might be next for Bud, Target and others caught in the anti-Pride backlash
  + stars: | 2023-06-03 | by ( Christina Cheddar Berk | ) www.cnbc.com   time to read: +9 min
Stock Chart Icon Stock chart icon Anheuser-Busch InBev shares hit a 52-week high of $67.09 on March 31. Bud Light has tried to win back customers with a $15 off rebate program on Budweiser, Bud Light, Bud Select and Bud Select 55. Stock Chart Icon Stock chart icon Target's stock hit a 52-week low on Thursday. Stock Chart Icon Stock chart icon VF Corp. shares traded as low as $16.77 on Thursday. Stock Chart Icon Stock chart icon Kohl's shares on Thursday hit a low of $17.89, the stock's lowest level since May 22, 2020, when it traded as low as $17.19.
Persons: BUD TGT, Justin Sullivan, Bud Light, Dylan Mulvaney, Pattie Gonia ., it's, Brayden King, Cowen, Vivien Azer, Miller, Azer, Bud, Brandon Bell, King, Sarah Kate Ellis, recouping, Christopher Horvers, Horvers, Wells, Edward Kelly, Kelly, Americus Reed Organizations: TAP, Anheuser, Busch, Target, VF Corp, North, Pride, Busch InBev, Coors, Molson Coors, Lite, Bud, Budweiser, Walmart, Bud Light, Companies, GLAAD, JPMorgan, Americus, University of Pennsylvania Locations: San Francisco , California, Austin , Texas, Wells Fargo
☆ Cowen's Chris Krueger explains the 3 issues facing markets in debt ceiling deal
  + stars: | 2023-05-30 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCowen's Chris Krueger explains the 3 issues facing markets in debt ceiling dealChris Krueger, Washington Strategist at TD Cowen Washington Research Group, joins 'Squawk Box' to discuss the latest on the debt ceiling negotiations, and whether the tentative deal can be passed before June 5th.
☆ Here are Cowen's top chip picks for an EV and autonomous-auto future
  + stars: | 2023-05-23 | by ( Michelle Fox | ) www.cnbc.com   time to read: +4 min
That's because the vehicle platform redesigns need to come through semiconductor innovations in processing and power-management technologies, analyst Joshua Buchalter wrote in a report on Monday. "We believe these powerful secular content themes are underappreciated amidst appropriate cyclical concerns and pushback on EV attach rate projections," he added. In fact, companies indexed to these trends can outgrow the broader market and should be on investors' radar today, Buchalter said. TD Cowen's proprietary model forecasts the total automotive semis market growing at a 9% compound annual growth rate from 2023 to 2030 — doubling to about $121 billion. The company has already amassed a $30 billion auto revenue pipeline, spread across the digital cockpit, connectivity and ADAS, he pointed out.
Persons: TD Cowen, That's, Joshua Buchalter, Buchalter, Mobileye, Matthew Ramsay, Ramsay, — CNBC's Michael Bloom Organizations: Microsystems, Mobileye's, Nvidia, Qualcomm Locations: ADAS
☆ Banking fallout is a near-term dampener on the economy, says TD Cowen's Jeffrey Solomon
  + stars: | 2023-05-17 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBanking fallout is a near-term dampener on the economy, says TD Cowen's Jeffrey SolomonJeffrey Solomon, TD Cowen president, joins 'Squawk on the Street' to discuss markets, debt ceiling and regional banks.
☆ FX won't be a major headwind this quarter, says TD Cowen's Krish Sankar ahead of Apple earnings
  + stars: | 2023-05-04 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFX won't be a major headwind this quarter, says TD Cowen's Krish Sankar ahead of Apple earningsKrish Sankar, TD Cowen managing director, joins 'Power Lunch' to discuss Apple's upcoming quarterly earnings release, its media ventures, and more.
☆ Cowen's Shaul Eyal breaks down headwinds facing cybersecurity stocks
  + stars: | 2023-04-28 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCowen's Shaul Eyal breaks down headwinds facing cybersecurity stocksShaul Eyal, Cowen senior analyst, joins 'Closing Bell: Overtime' to discuss the pressure on the cybersecurity sector.
☆ A.I. could serve as the next major catalyst for these cybersecurity stocks. Here’s why
  + stars: | 2023-04-23 | by ( Samantha Subin | ) www.cnbc.com   time to read: +7 min
While a major headache for customers and businesses alike, the emergence of sophisticated AI attacks could serve as a major boon for cloud companies operating in the cybersecurity space. For many years, cybersecurity cloud companies have harnessed AI and machine learning to stop attacks, monitor suspicious activity and protect businesses. .IXIC YTD mountain Nasdaq Composite so far this year As investors dip back into the technology sector, cybersecurity stocks across have risen across the board, with the First Trust NASDAQ Cybersecurity ETF (CIBR) up about 7.5% this year. Cybersecurity providers CrowdStrike and Palo Alto Networks are up 25.6% and 38.5%, respectively, year to date. "The basket of cloud and cybersecurity stocks offers something for everyone," Eyal said.
☆ Watch CNBC's full interview with MoffettNathanson's Michael Nathanson and Cowen's John Blackledge
  + stars: | 2023-04-19 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with MoffettNathanson's Michael Nathanson and Cowen's John BlackledgeMichael Nathanson, SVB MoffettNathanson founding partner and senior research analyst, and Cowen analyst John Blackledge join 'Squawk on the Street' to discuss Netflix earnings and more.
☆ Cowen's Cai von Rumohr breaks down Boeing and Spirit Aerosystem's production issues
  + stars: | 2023-04-14 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCowen's Cai von Rumohr breaks down Boeing and Spirit Aerosystem's production issuesCai Von Rumohr, Cowen managing director, joins 'Closing Bell: Overtime' to discuss Boeing and Spirit shares and Boeing's 737 max production issue.
☆ Activision fails to increase representation of women as it faces 2025 goal
  + stars: | 2023-03-23 | by ( Jordan Novet | ) www.cnbc.com   time to read: +2 min
Video game publisher Activision Blizzard failed to increase its representation of women in the first quarter of 2022, according to a diversity report it released on Thursday. Executives have pledged to make women more pervasive inside the company after media reports described cases of harassment of women, prompting government investigations. Microsoft , an Activision Blizzard competitor and partner, began talks to acquire the game publisher after the reports pushed down the game publisher's stock price. In 2021 the company set a goal to reach 35% by 2025. "We'll continue to measure the impact of these changes, as we're confident this work will contribute to our goal of becoming the most welcoming and inclusive company in the industry," Hines wrote.
☆ Activision increased representation of women and non-binary people by 2 percentage points as it faces 2025 goal
  + stars: | 2023-03-23 | by ( Jordan Novet | ) www.cnbc.com   time to read: +3 min
Video game publisher Activision Blizzard increased representation of women and non-binary people by 2 percentage points from November 2021 to December 2022, according to data shared with CNBC. The company said women and non-binary employees represented 24.3% of its workforce in November 2021 but that figure has increased to 26.3% as of the end of 2022. Executives have pledged to make women more pervasive inside the company after media reports described cases of harassment of women, prompting government investigations. Microsoft , an Activision Blizzard competitor and partner, began talks to acquire the game publisher after the reports pushed down the game publisher's stock price. In 2021 the company set a goal to reach 35% for full-time non-binary and women workers by 2025.
☆ UBS has to be the world's safest bank for depositors right now, says TD Cowen's Jaret Seitberg
  + stars: | 2023-03-20 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailUBS has to be the world's safest bank for depositors right now, says TD Cowen's Jaret SeitbergJaret Seitberg, financial services and housing policy analyst for Cowen Washington Research Group, joins 'Squawk Box' to discuss Seitberg's thoughts on the recent moves from Switzerland, the big news from the past weekend, and how the FDIC should handle bank runs.
☆ The Club's bank holdings help bolster First Republic, while our semis are set to climb on AI
  + stars: | 2023-03-17 | by ( Kevin Stankiewicz | ) www.cnbc.com   time to read: +6 min
The news: Wells Fargo and Morgan Stanley are part of a group of 11 banks that agreed Thursday to jointly deposit $30 billion in First Republic Bank (FRC). Wells Fargo plans to deposit $5 billion at First Republic, along with Citigroup (C), JPMorgan Chase (JPM) and Bank of America (BAC). Morgan Stanley and Goldman Sachs (GS) contributed $2.5 billion each. The uninsured deposits, which will yield market rates, are required to stay at First Republic for at least 120 days. Wells Fargo slid over 3%, to roughly $38 per share, while Morgan Stanley declined 2.4%, to just under $85 per share.
☆ Cowen's Helane Becker previews FedEx ahead of earnings
  + stars: | 2023-03-16 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCowen's Helane Becker previews FedEx ahead of earningsHelane Becker, Cowen, joins 'Closing Bell' to discuss FedEx ahead of the company reporting its earnings after the bell.
☆ Cowen's Oliver Chen explains why he likes Macy's
  + stars: | 2023-03-02 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCowen's Oliver Chen explains why he likes Macy'sCowen analyst Oliver Chen joins 'Squawk Box' to discuss retail earnings numbers, service inflation driving recessionary trends in consumer discretionary spending, and Macy's agile inventory and promotional management capacity.
☆ Watch CNBC's full interview with Cowen's Oliver Chen
  + stars: | 2023-03-02 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Cowen's Oliver ChenCowen analyst Oliver Chen joins 'Squawk Box' to discuss retail earnings numbers, service inflation driving recessionary trends in consumer discretionary spending, and Macy's agile inventory and promotional management capacity.
☆ Walmart is picking up higher-income consumers, something to pay attention to, says Cowen's Chen
  + stars: | 2023-02-21 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWalmart is picking up higher-income consumers, something to pay attention to, says Cowen's ChenOliver Chen, Cowen senior retail analyst and managing director, joins 'Squawk Box' to discuss his thoughts about Walmart's quarterly earnings results, potential storm clouds in the retail sector, and more.
☆ We're still in the very early days of debt ceiling showdown, says Cowen's Chris Krueger
  + stars: | 2023-02-17 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're still in the very early days of debt ceiling showdown, says Cowen's Chris KruegerChris Krueger, Cowen Washington strategist, joins 'Squawk Box' to discuss the showdown over the debt ceiling in Washington.
☆ How a family's struggle to help their son gave rise to controversial $400 million psychedelics giant Compass Pathways
  + stars: | 2023-02-15 | by ( Yeji Jesse Lee | ) www.businessinsider.com   time to read: +18 min
Today, Compass Pathways, the for-profit company they launched in 2016, is a Nasdaq-listed firm worth about $400 million. Compass Pathways Show lessIt could also boost the dozens of psychedelics companies inspired by Compass that have been formed in recent years. Insider spoke with more than a dozen industry participants to chart the rise of Compass Pathways and its role in the psychedelics boom. He recalled the 2018 Quartz article that detailed the growing alarm around Compass Pathways' "magic mushroom monopoly." Were it not for his decision to take a break from college, and his parents' efforts to find a treatment, Compass Pathways might not exist.
☆ Defense stocks still have a good long-term setup, says Cowen's Roman Schweizer
  + stars: | 2023-02-13 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDefense stocks still have a good long-term setup, says Cowen's Roman SchweizerRoman Schweizer, Cowen defense and aerospace analyst, joins 'The Exchange' to discuss the state of national security and how it could affect defense stocks.
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