Meta Platforms & Toronto-Dominion Bank — TD Cowen

Meta Platforms: Meta's plan to sell access to its AI computing power sparked fears of overcapacity in the AI chip industry.

Toronto-Dominion Bank — TD Cowen: Toronto-Dominion Bank — TD Cowen raised its price target for AMD.

Meta Platforms: Micron Technology briefly surpassed Meta Platforms in market capitalization, highlighting the rapid growth of AI-focused semiconductor companies compared to other tech giants.

Toronto-Dominion Bank — TD Cowen: Toronto-Dominion Bank — TD Cowen analyst Krish Sankar reiterated a buy rating on Micron Technology and significantly boosted its price target, citing strong AI-fueled growth potential.

Meta Platforms: Meta Platforms is referenced as a company that has conducted layoffs while focusing on AI, aligning with the industry-wide trend Oracle Corporation is following.

Toronto-Dominion Bank — TD Cowen: Toronto-Dominion Bank — TD Cowen is an investment bank that provided an estimate of the potential cash flow generation from Oracle Corporation's layoffs, offering an analyst's perspective on the financial implications.

Meta Platforms: Launched premium subscription versions of its social media offerings, which may affect the competitive landscape.

Toronto-Dominion Bank — TD Cowen: Maintained Buy rating, calling Pinterest a top mid-cap idea for 2026.