Evercore & Microsoft
9 shared events · Importance 3 · Last updated Jul 13, 2026
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Business
Evercore: Evercore analysts noted that AI-related cost pressures spilling into consumer prices are still in early stages.
Microsoft: Microsoft raised Xbox price by $100 due to memory costs; its Azure AI investments also drive memory demand.
Jun 17, 2026 · 199 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.
Microsoft: SpaceX's market capitalization is nearing that of Microsoft, indicating its rapid ascent in market value following the IPO.
Mar 09, 2018 · 538 articles
Business
Evercore: Evercore raised its price target on Western Digital — Sandisk to $3,100, one of the most bullish on the Street.
Microsoft: Microsoft is a company where Manuvir Das previously held a senior leadership position, indicating his relevant experience in the tech industry.
Apr 20, 2026 · 95 articles
Business
Evercore: Evercore analysts forecast AI capital spending to exceed $1 trillion in 2027, supporting Nvidia's growth thesis.
Microsoft: Microsoft is mentioned as a cloud service provider investing heavily in AI, contributing to demand for Nvidia's chips.
Jun 29, 2026 · 6 articles
Business
Evercore: Evercore is mentioned through its analyst, Kirk Materne, who commented on the challenges Adobe Inc. faces in reshaping its business.
Microsoft: Microsoft is mentioned as its Executive VP, Charles Lamanna, held discussions with Adobe Inc. regarding the CEO role but opted against continuing. This indicates a potential external candidate from a major tech firm was considered.
Jun 03, 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.
Microsoft: Microsoft>>> is cited as one of several major companies in the technology sector that have announced workforce reductions, reflecting the industry-wide shift.
May 18, 2026 · 155 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
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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