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The Latest Breaking News from Evercore

Ignore the Sell-Off in Arista Networks Stock. Analysts Still Think ANET Can Gain 36% from Here.

Even after a brutal post-earnings sell-off, Wall Street isn’t giving up on Arista Networks stock.

Intel Is Back In the Game: Should You Buy INTC Now?

Intel Is Back In the Game: Should You Buy INTC Now?

A bold upgrade fuels optimism, but not everyone is convinced.

5 AI Infrastructure Stocks Smart Money Is Buying Before the Next Surge

5 AI Infrastructure Stocks Smart Money Is Buying Before the Next Surge

Institutional investors have been steadily accumulating shares in five AI infrastructure companies, including Vertiv, Arista Networks, and Celestica.

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$2,600 for Sandisk Stock? Why the Bull Case at Evercore Forecasts a Whopping 191% Upside Potential.

The firm believes the memory supply shortage issue will continue to favor the company.

Should You Chase the Rally in CoreWeave Stock?

CoreWeave stock soars on a multi-year Anthropic deal. Evercore ISI analysts explain what could drive CRWV shares higher as the year unfolds.

BlackRock’s Larry Fink predicts AI bankruptcies: ‘That’s capitalism’

Competition among AI's biggest spenders will produce winners and losers—and that's a good thing, he said.

Most Analysts Are Chasing Memory Stocks, But This 1 Wall Street Expert Thinks You Should Buy Apple Instead

Should you go for memory stocks or good old Apple? This analyst thinks the latter is a buy.

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Claude Just Dealt Another Blow to IBM Stock. Will It Be Fatal, or Should You Buy the Dip?

Claude Just Dealt Another Blow to IBM Stock. Will It Be Fatal, or Should You Buy the Dip?

Claude’s COBOL shake-up just knocked IBM stock lower. Is this a smart buy-the-dip opportunity, or an early warning you shouldn’t ignore?

Should You Buy Dell Stock Before February 26? This Analyst Says Yes.

Should You Buy Dell Stock Before February 26? This Analyst Says Yes.

Evercore ISI has turned bullish on Dell ahead of its earnings release on Feb.26, expecting AI-driven momentum and near-term traditional hardware demand to fuel a solid beat.

AMD denies report of MI455X delays as Nvidia VR200 systems are rumored to arrive early — company says Helios systems 'on target for 2H 2026'

AMD denies report of MI455X delays as Nvidia VR200 systems are rumored to arrive early — company says Helios systems 'on target for 2H 2026'

AMD's Helios rack-scale solution based on the MI455X accelerators, the company's major hope for AI market, may slip to 2027, whereas Nvidia may speed up roll out of the Vera Rubin platform if the latest market rumors are to be believed.

Tom’s Hardware

Big Tech approaches ‘red flag’ moment: AI capex is so great hyperscalers could go cash flow negative, Evercore warns

Big Tech approaches ‘red flag’ moment: AI capex is so great hyperscalers could go cash flow negative, Evercore warns

“Capex too hot right now,” Bank of America tells clients.

As Apple Builds Its New Campos Chatbot, Should You Buy, Sell, or Hold AAPL Stock?

As Apple Builds Its New Campos Chatbot, Should You Buy, Sell, or Hold AAPL Stock?

Apple is building a new chatbot that it plans to integrate into its operating system by the end of the year.

Why Apple’s Sell-Off May Be Overdone Right Before Earnings

Why Apple’s Sell-Off May Be Overdone Right Before Earnings

Apple heads into earnings deeply oversold but fundamentally intact, setting up a potential rebound rally if results top expectations.

Should You Buy Apple Stock Before Earnings on January 29? This Analyst Says ‘Yes.’

Should You Buy Apple Stock Before Earnings on January 29? This Analyst Says ‘Yes.’

Apple stock has lagged the market, but improving fundamentals and upbeat analyst forecasts suggest earnings may reset investor expectations.

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Evercore Analysts Are Pounding the Table on This 1 ‘Strong Buy’ Tech Stock

Evercore initiated coverage on AppLovin with an "Outperform" rating.

This Analyst Still Thinks Apple Stock Is a Top Pick for 2026

Evercore reiterated that Apple is a top pick for 2026 based on a Siri upgrade and the iPhone refresh cycle.

Evercore Analysts Love UnitedHealth Stock for 2026. Should You Buy UNH Here?

After UNH’s bruising 2025 collapse, can Evercore ISI’s “Outperform” call and turnaround thesis signal a timely entry point for investors willing to look past near-term scars?

This Software Stock Looks ‘Washed Out’ but Analysts Think 2026 Could Be Its Turnaround Year. Why?

Evercore has named Salesforce one of its top software stock picks for the new year.

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The Independent UK

George Osborne takes role with ‘most exciting company in the world’ OpenAI

The former chancellor is leaving his job with investment bank Evercore to take up the role.

Evercore Analysts Are Pounding the Table on Apple Stock Ahead of a ‘Sizable Catalyst’ Coming in 2026

Investors who buy AAPL stock based on Evercore's call may be disappointed.

The 'Big 3' Tech Playbook: Why Apple, Amazon And Microsoft Keep Winning

Amazon.com Inc. (NASDAQ:AMZN) is expected to post steady third-quarter gains powered by strong cloud, advertising, and retail performance.

FINRA Probes Pre-Deal Trading Tied To Douglas Elliman's Shelved Anywhere Bid: Report

Financial Industry Regulatory Authority (FINRA) has reportedly opened an inquiry into trading ahead of reports of a shelved takeover approach for Douglas Elliman Inc. (NYSE:DOUG) and asked the brokerage to identify who knew about Anywhere Real Estate Inc.’s (NYSE:HOUS) bid before it became public in late May.

Google Is Now Worth $3 Trillion. Should You Buy GOOGL Stock Here?

With Google now part of the $3 trillion club, should investors pay attention to this tech giant?

The Guardian - UK

George Osborne ‘to miss out on big windfall’ from sale of investment bank

Former chancellor is now partner at Robey Warshaw but is expected to move to part-time role, report says

Evercore's Jumbo Forecast Signals Staggering SPY Upside

Investors looking for a clear signal in a choppy market just got one. On Wednesday, Evercore ISI went all in on a higher SP 500 on CNBC’s ‘Fast Money’, setting a bold new target of 7,750 by the end of 2026, a roughly 20% gain from today's levels. For the…

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