
Evercore ISI pounds table on Sandisk. Bull case sees rally to $2,600
Shares of Sandisk have already rallied nearly 300% this year. Evercore's bull case sees another 173% jump.
US · 3136 articles
AllSides: Lean Left; MBFC: Left-Center; center-left business news

Shares of Sandisk have already rallied nearly 300% this year. Evercore's bull case sees another 173% jump.
The latest Global Fund Manager Survey from Bank of America shows sentiment fell to its most bearish reading since June 2025.
Lucid Group has named former chairman and CEO of Schindler Group, an industrial machinery manufacturer of escalators and elevators, as its new chief executive.
Bessent has previously said the Fed should hasten cutting interest rates, calling reductions "the only ingredient missing" for stronger economic growth.
With the amount financed reaching an all-time high, more car buyers are stretching out their loans to at least seven years to afford the monthly payments.
Kevin Warsh, nominee to lead the Federal Reserve, detailed his holdings in newly released financial disclosures.
Citigroup is perceived to be more impacted by the geopolitical environment than many of its peers.
Republicans are trying to defend a razor-thin majority in the House and are running on tax policies passed last year.
JPMorgan will give investors a view into how consumers and corporations fared at the start of this year as a trio of concerns weighed on markets.
U.S. moves to blockade Iran, and let a Russian oil waiver lapse, squeeze India’s energy supplies, exposing its vulnerability under rising U.S. pressure.
Republican Rep. Tony Gonzales of Texas said Monday he will retire from Congress after bipartisan calls to expel him.
The partnership will enable Novo to better use AI to analyze complex datasets, and identify promising new drugs.
China's export growth slowed in March as manufacturers grappled with surging energy costs, with the Iran war disrupting supplies, while imports jumped more than expected.
The U.S. team of Vance and special envoys Steve Witkoff and Jared Kushner made progress with Iran during the Islamabad talks, the vice president said.
One Chinese company claims it has the recipe for success in the increasingly competitive smart glasses market
A former Pentagon official said the goal of the U.S. blockade is to get the Iranians to back down and restore freedom of navigation to the strait.
Kevin Warsh submitted required ethics paperwork to the Senate Monday.
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
Regardless of what the future brings, now is always the right time to prepare. Here are the best ways to navigate financial uncertainty, according to experts.
'We've seen constraints in countries like Vietnam and Thailand on air travel, but this is also spilling over to Europe,' an ING analyst told CNBC.
The IMF said that the U.K. will be hardest hit out of all developed economies as a result of the Iran war.
Biogen could see lower royalties for Ocrevus after its patent expires , but it has developed other medicines that will support its growth, per Piper Sandler.
The producer price index was expected to increase 1.1% in March, according to the Dow Jones consensus estimate.
Here are the biggest calls on Wall Street on Tuesday.
New York City and LA didn't make the list, published by Glassdoor and Redfin on April 14.
Total assets under management at the world's largest asset manager came in at $13.89 trillion, up from $11.58 trillion in the year-ago period.
These are the stocks posting the largest moves premarket.
As efforts to reach a lasting settlement have so far proved unsuccessful, one Harvard academic estimates the total could end up far higher than was promised.
Nissan Motor plans to streamline its global automobile lineup by exiting low-performing ones and deploying AI technology over 90% of its array in the long term.
The Chinese foreign ministry said only a "comprehensive ceasefire" would help ease the ongoing crisis in the Middle East.
European stocks are expected to open higher on Tuesday amid renewed hopes that Middle East peace talks could resume, despite a U.S. blockade on Iranian ports.
U.S. Vice President JD Vance said Monday that the next steps in U.S.-Iran peace efforts now depend on Tehran.
San Francisco Police Department officers recovered a document from the suspect that detailed his intentions, according to a filing.
Last week Oracle received a warrant to buy nearly $400 million in Bloom Energy's stock, which jumped on Monday after the companies announced an expanded deal.
Points expert Jason Stauffer analyzes premium credit cards from Chase, American Express and UBS.
Chipmakers have surged since the market’s lows on March 30 from the U.S.-Iran war. Those willing to take on major risk saw even bigger returns.
Zoom, which has a stake in Anthropic, is a good way to play the red-hot private AI firm, according to Virtus Investment Partners' Joe Terranova.
The "big beautiful bill" introduced a tax provision that allows some workers to deduct the tips they earn. The IRS released the final rule on who qualifies.
The probe will examine whether Lululemon's athletic apparel contains PFAS, which the brand's customers would not expect based on its marketing, Paxton said
The U.S. began blocking ships through the Strait of Hormuz on Monday, sending oil prices surging after peace talks failed over the weekend.
The U.S. stock market is once again the place to be, it seems.
Stocks are headed for a higher open, including the Nasdaq. The index enters today's session up nine sessions in a row, the longest winning streak since 2023.
Eastman Chemical shares will rise thanks to higher prices of several chemicals that it produces, according to the bank.
Amazon said it would acquire Globalstar, giving its nascent satellite internet business a boost as it vies to compete with Elon Musk's SpaceX.
Shares have edged down more than 2% since the Iran war began, fueled by concerns about rising shipping costs and potential supply shocks.
The investment bank upgraded the automaker to buy from neutral.
Strong demand for cancer drug Darzalex and psoriasis treatment Tremfya more than offset a steep falloff in sales of its blockbuster autoimmune drug Stelara.
ActBlue, which raises small-dollar donations for Democrats and their causes, reported record first-quarter fundraising for a midterm election year.
There was a deterioration of demand in March as a result of the Middle East conflict, said LVMH CFO Cécile Cabanis.
BP said its oil trading performance had turned around dramatically after a "weak" fourth quarter.
At one of the highest points in her career, Amanda Blanc made a decision most executives would avoid — she walked away. In this episode of "Executive Decisions," the Aviva Group CEO reflects on leaving a senior role with no safety net, the judgment required to know when something isn’t right and how that instinct shaped the decisions she’s made since.
Asia-Pacific markets open higher Tuesday, amid positive investor sentiment that a deal between the U.S. and Iran is still possible
"If interest rates were spiking, this market would be very different," CNBC's Jim Cramer said Monday.
Wall Street once again proved resilient in the face of increased geopolitical uncertainty.
Rep. Eric Swalwell was a leading candidate for California government but faced growing calls to resign after allegations of sexual misconduct were published last week.
While the United States leans into its domestic crude oil production, one state is being left out to dry, California.
Recent volatility has created a compelling entry point for investors to snap up these high-quality bonds, according to Wells Fargo Investment Institute.
Our thesis on the investment banking giant remains intact despite some blemishes in its first-quarter earnings.
Oracle has lost more than a fifth of its value this year on AI disruption concerns.