TD Cowen

Rule Changes

Forecasts no crypto market-structure bill for two years.

Crypto spent the 2026 midterms trying to keep Congress friendly. On Nov. 3, Democrats won the House and Senate anyway. Sherrod Brown, an Ohio Democrat the industry reportedly spent more than $60 million trying to defeat, won back a Senate seat.

Updated 2 hours ago

New Capabilities

As of September 2026: Provider of analyst expectations and bear-case estimate

Acadia Pharmaceuticals said its experimental Alzheimer's psychosis treatment missed the primary goal of a phase 2 trial. The company is advancing remlifanserin to phase 3 anyway, betting a refined study design can turn a near-miss into a win.

Updated Sep 24

Money Moves

As of September 2026: Analysts project up to 30,000 Oracle job cuts

Oracle America will lay off 99 workers at its Santa Clara office on November 13, per a notice filed with California on September 14. It's the company's eighth WARN Act filing in the state since October 2025, covering 921 workers across three Bay Area counties.

Updated Sep 18