Evercore & Amazon (company)
11 shared events · Importance 3 · Last updated Jul 13, 2026
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Business
Evercore: Evercore analyst Jonathan Chappell commented positively on UPS's margin improvement.
Amazon (company): Amazon's share of UPS revenue declined to 9% from a peak of over 13% as UPS reduced low-margin deliveries. Amazon remains a delivery competitor.
Jul 28, 2026 · 6 articles
Business
Evercore: Evercore analysts noted that AI-related cost pressures spilling into consumer prices are still in early stages.
Amazon (company): Amazon's AWS and AI investments drive memory demand; the company may face higher costs for its devices.
Jun 17, 2026 · 199 articles
Regulatory
Evercore: Evercore research analysts provided forecasts regarding SpaceX's profitability, indicating a delay in its S&P 500 inclusion. Their analysis contributes to the market's understanding of the situation.
Amazon (company): Amazon (company) Inc. is cited as an example of a large company that joined the S&P 500 years after going public, illustrating that initial unprofitability does not preclude eventual inclusion. This provides historical context for the current situation.
Jun 05, 2026 · 6 articles
Business
Evercore: Evercore raised its price target on Western Digital — Sandisk to $3,100, one of the most bullish on the Street.
Amazon (company): Amazon is mentioned as an example of a company that has executed stock splits; not directly affected.
Apr 20, 2026 · 95 articles
Business
Evercore: Evercore analysts raised their price targets on Hewlett-Packard, citing growing demand for AI infrastructure.
Amazon (company): Amazon (company) 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 analysts forecast AI capital spending to exceed $1 trillion in 2027, supporting Nvidia's growth thesis.
Amazon (company): Amazon is noted as a major AI spender and cloud provider, driving demand for Nvidia's GPUs.
Jun 29, 2026 · 6 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.
Amazon (company): Amazon (company)>>> is listed among other tech giants that have undertaken layoffs or restructuring programs, highlighting the widespread nature of these changes.
May 18, 2026 · 155 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.
Amazon (company): Amazon is mentioned as the company founded by Jeff Bezos, who also leads SpaceX competitor Blue Origin.
Mar 09, 2018 · 538 articles
International
Evercore: Evercore strategist Sarah Bianchi commented on tariff uncertainty.
Amazon (company): Amazon is affected by digital services tax threats and potential tariff impacts.
Apr 20, 2026 · 318 articles
Business
Evercore: Analysts at Evercore described Block, Inc.'s decision as a seminal moment in the AI era, highlighting its potential to reshape the corporate world.
Feb 26, 2026 · 22 articles
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