News

Boutique consultancy firms give the Big Four a run for their money
Step three of the boutique-building agenda involves politely deriding the modus operandi of one’s former colossus employer, ...
Where Trump's tariffs and economic promises stand as he nears 100 days in office
About 52% of Americans don't approve of Trump's performance as president, while 46% do, according to a RealClearPolitics average of job-approval polls. That's a shift from late January, or shortly ...
‘Wait for an Expectations Reset before Buying,’ Says Analyst about Microsoft Stock (MSFT)
Microsoft (MSFT) is getting ready to report its Q3 2025 earnings on April 30, and analysts at Evercore ISI think this could ...
Microsoft Set to Lower Azure Forecasts, But That May Be a Good Thing
Tempered cloud expectations and moderating capex could help reframe Microsoft's AI growth narrative ahead of earnings ...
Microsoft set to rebound with less aggressive Azure expectations: Evercore
Microsoft (MSFT) presents its latest financial quarterly results and outlook next week, and the analysts at Evercore ISI ...
Intel's turnaround deemed a 'herculean task' - so analysts say to avoid the stock
Righting the ship at Intel (INTC) seems like a "herculean task," according to Bernstein analyst Stacy Rasgon. He quipped, "Hercules cleaned out the Augean stables in a day, but even he would take ...
Evercore ISI Keeps Their Hold Rating on Tyler Technologies (TYL)
In a report released yesterday, Kirk Materne from Evercore ISI maintained a Hold rating on Tyler Technologies (TYL – Research Report), with a ...
Are Wall Street's expectations for Alphabet 'too aggressive'?
Evercore ISI analyst Mark Mahaney wonders if Wall Street might be "too aggressive" with some of its expectations for Alphabet's first quarter. Specifically, he asked if the consensus view for revenue ...
IBM stock falls after results reveal US government contracts canceled by DOGE
IBM stock fell after the company said it had seen some canceled contracts due to DOGE cuts and its software business reported ...
The Information3d
Harvard Seeks to Sell $1 Billion in Private-Equity Fund Stakes
The $53.2 billion Harvard University endowment is working with Jefferies on a roughly $1 billion sale of private-equity fund stakes, Bloomberg reported. Universities are raising cash as the Trump ...
Pensions & Investments3d
Harvard in talks to sell $1 billion of private equity stakes
Harvard University ’s endowment is in advanced talks to sell roughly $1 billion of private equity fund stakes, at a time when ...
Yale seeks to sell billions in private equity investments as political pressures from Trump mount
In search of cash, Yale University and other private equity investors are turning to the secondaries markets to sell private ...