This derivative off the AI-driven nuclear energy buildout can rally 50%, Evercore ISI says
The provider of low enriched uranium for commercial nuclear plants has a critical role in the nuclear supply chain, and has an advantage over competitors.
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Evercore ISI
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42 days ago
44 days ago
Expect China to help Trump on fentanyl, TikTok and midterm elections, says Evercore ISI strategist
"We expect Beijing to please Trump in a way that benefits the Republican party in midterm election, whether via purchases or investment," the strategist said.
57 days ago
Apple to forecast margin hit from tariffs in report this week, says Evercore ISI
Shares have pulled back more than 15% in 2025, as Trump's tariffs on China have weighed on the stock given Apple's dependence on the country for production.
63 days ago
Trump backing off Powell is 'clear positive' that cuts recession risk, Evercore ISI's Krishna Guha says
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Fed Chair Jerome Powell and most of his colleagues have said they won't cut further until they have a better handle on the inflation impact from tariffs.
65 days ago
Expect a ‘severe’ market reaction if Trump tries to fire Powell, says Evercore ISI’s Krishna Guha
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The comments come after President Donald Trump criticized Jerome Powell again on Friday, calling for the central banker to lower interest rates.
77 days ago
'Call us crazy' and get this buy-now-pay-later stock, Evercore ISI says
The firm opened coverage on the stock at an outperform rating.
82 days ago
China announced retaliation so quickly to purposely damage U.S. stock market, says Evercore ISI
China's retaliatory tariffs came earlier and stronger-than-expected in a surprising move against the U.S., according to Evercore ISI's China strategists.
Evercore ISI upgrades auto parts stock, saying earnings could get a boost from tariffs
This auto parts stock may gain even in the face of President Donald Trump's new tariff regime, according to Evercore ISI.
3 months ago
Here are some steady performers in any type of economy to ride out the correction, says Evercore ISI
Companies such as Walmart and Exxon are now trading at valuations that are at odds with the strength of their underlying fundamentals, according to the firm.
Evercore ISI names Amazon a top pick, says AI will boost the stock going forward
Investors are underestimating the boost artificial intelligence will give to Amazon, according to Evercore ISI.