Evercore
Coverage of Evercore in the Nexus archive.
- Software stocks are fading — but these 4 could shine through the rest of the year
Software stocks are declining, but Evercore highlights Microsoft, ServiceNow, Salesforce, and Samsara as potential performers for the remainder of the year.
- Wall Street’s boutiques bet on star bankers. Now they’re stuck with the bill
Investment banks such as Evercore, Lazard, and Moelis hired star bankers in anticipation of a market upswing that has not yet fully materialized, leaving them with financial obligations.
- Software stocks have rarely seen such divergent performances. Here’s how to pick winners.
Infrastructure software stocks have outperformed application software stocks, according to an Evercore analyst. Companies like Salesforce still hold potential despite the divergence in stock performances.
- More Private Cos. Getting Acquired: Evercore's Kiely
More private companies are getting acquired according to Evercore's expert Kiely. This trend may indicate a shift in market dynamics. Private companies are being targeted by acquirers.
- Investors are unprotected against oil and yield shocks. Here are the stocks to buy and avoid.
Investors are not protected against oil and yield shocks, and Evercore strategists recommend buying all-weather stocks to outperform. Less-protected investors need these stocks as risks build for stocks. The strategists provide a list of stocks to buy and avoid.
- The oil market is reaching a ‘tipping point’ that could create problems for stocks, according to this Wall Street legend
Roger Altman warns of a potential oil market tipping point that could destabilize markets and trigger a second big inflation shock if oil prices reach $150 a barrel or higher. The warning was given in a CNBC interview on Monday. Altman is from Evercore.