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Muni Capex Accelerating And Federal $ Still To Come - TD Cowen
Jan 4, 2024 · The TD Cowen Insight Our 9th Annual U.S. Municipal Spending Survey tracks opex and capex outlooks at ~50 municipalities across the U.S. with a focus on larger cities to ensure adequate population and spending coverage.
Generative AI and the Data Center Landscape | TD Cowen
Sep 7, 2023 · At our 9 th Annual Communications Infrastructure Summit we asked three data center executives about the impact of generative AI on the data center industry. They share how they see the data center landscape evolving given the onset of Generative AI and the greatest opportunities and challenges for the industry moving forward.
Six Wild Cards for the 2024 Election - TD Cowen
Feb 5, 2024 · TD Cowen Washington Research Group’s Chris Krueger, Macro Policy Analyst, discusses six wild cards for the 2024 election. TD has acquired Cowen Inc. Please bookmark TD Securities for further updates.
Public Cloud X Growth Accelerates Further - TD Cowen
Jun 7, 2022 · Cowen research analyst release their 10th Annual report probing the growth of Public Cloud and how industries are bracing for deployment & adoption.
Live & Love in Levi’s: Innovative Growth at an Iconic ... - TD Cowen
Jul 5, 2023 · My name is Oliver Chen, Cowen’s new Platform Retail and Luxury Analyst. In this episode, we’re excited to explore Levi’s impressive apparel transformation in leadership and experiential omnichannel capabilities.
Liquid Biopsy Summit | TD Cowen
Dec 5, 2023 · TD Cowen issued its first report on liquid biopsy ten years ago. In it, we introduced the concept, highlighted the early entrants, and evaluated the opportunity. Today, commercial traction (in particular for oncology) is material with a handful of players (mostly public) dominating.
Cannabis: $75B Opportunity; Category Cross-Currents Keep Us
We expect cannabis sales of ~$75 bn by 2030, supported by new analysis on category retention gaps and population-weighted, state-based analysis on cannabis first use and binge drinking (where cannabis access points to more cannabis trial and use, and less binge drinking, and an opioid solution). Maintain Outperform on KSHB, WEED, & LEAF; and remain cautious on big …
Mobile and PC Supply Chain’s Great Reshoring - TD Cowen
Jan 17, 2024 · The TD Cowen Insight Reshoring in the mobile and PC supply chains remains topical due to U.S.-China trade and geopolitical tensions, supply chain resiliency, and national security interests. Taiwan ODMs invested ~$45B since 2018 to diversify production, with ~$7B into India and Vietnam. ~$9B of ODM investments in the U.S. and Mexico suggests an ...
Public Health - TD Cowen
Mar 27, 2024 · New treatments hold the promise of reshaping patient outcomes for the better, or at least allaying disease progression. TD Cowen expects that these new drugs will have impacts that transcend the health care industry.