Evercore & Alphabet Inc.
9 shared events · Importance 3 · Last updated Jul 31, 2026
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Business
Evercore: Evercore raised its price target on Western Digital — Sandisk to $3,100, one of the most bullish on the Street.
Alphabet Inc.: Alphabet's increased capex to $205 billion supports AI infrastructure spending, driving demand for memory chips and benefiting Western Digital — Sandisk.
Apr 20, 2026 · 95 articles
Business
Evercore: Evercore analysts noted that AI-related cost pressures spilling into consumer prices are still in early stages.
Alphabet Inc.: Alphabet is among the big tech companies investing heavily in AI data centers, contributing to memory demand.
Jun 17, 2026 · 199 articles
Business
Evercore: Evercore analysts raised their price targets on Hewlett-Packard, citing growing demand for AI infrastructure.
Alphabet Inc.: Alphabet Inc. is one of the U.S. tech giants planning to spend over $700 billion on AI infrastructure this year, which will bolster demand for suppliers like Hewlett-Packard.
May 23, 2026 · 17 articles
Business
Evercore: Evercore is an investment bank that forecasts SpaceX's capital spending to reach hundreds of billions by 2030 and 2031, highlighting the massive investment required for SpaceX's AI ambitions.
Alphabet Inc.: SpaceX has a multi-year cloud services agreement with Alphabet Inc.'s Google, providing computing capacity and generating revenue.
Mar 09, 2018 · 538 articles
Business
Evercore: Analysts at Evercore>>> estimate that Meta Platforms>>>'s workforce reductions will generate approximately $3 billion in savings, a small fraction of its projected AI capital expenditures.
Alphabet Inc.: Alphabet Inc.>>>'s Google is mentioned as a rival to Meta Platforms>>> in the AI race, highlighting the competitive landscape driving Meta Platforms>>>'s investments and restructuring.
May 18, 2026 · 155 articles
International
Evercore: Evercore strategist Sarah Bianchi commented on tariff uncertainty.
Alphabet Inc.: Alphabet's Google was fined by the European Commission, which Greer cited as risking transatlantic trade stability.
Apr 20, 2026 · 318 articles
Business
Evercore: Evercore reaffirmed an 'outperform' rating on Toast, supporting positive sentiment.
Alphabet Inc.: Alphabet Inc. is mentioned as a partner in Toast's AI initiatives, which could expand Toast's addressable market.
Aug 08, 2026 · 6 articles
Business
Evercore: Evercore, a brokerage, expects strong iPhone demand to help Apple Inc. surpass market expectations for the September quarter and issue upbeat forecasts for the December quarter.
Oct 28, 2025 · 9 articles
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