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Peter CohanInc.com |
Microsoft and Meta both poured billions into AI this quarter, but only one turned that spending into paying customers. Reporting earnings minutes...
Companies are slashing AI spending, triggering a rapid collapse in token prices that is squeezing margins across the generative‑AI stack and forcing...
The White House has imposed sweeping new Section 301 tariffs on 60 countries, covering nearly all U.S. imports, in a move that shifts billions in...
IBM’s $67 billion wipeout is more than a historic one-day selloff — it’s a warning that enterprise tech spending is shifting faster than the...
SpaceX’s stock has dropped 25% percent since its June IPO, a selloff driven by the widening gap between its trillion‑dollar valuation and the deep...
Semiconductor stocks are sliding sharply this week as Wall Street begins to question whether the record surge in AI capital spending can continue —...
Apple raised prices on several Mac models this week as memory costs surge, a shift analysts say reflects tightening supply driven by AI data center...
For the first time in a generation, the Federal Reserve is shifting back toward strategic opacity. With Kevin Warsh’s arrival, the long march from...
A price war is coming for the AI industry, and it’s arriving long before any bubble bursts. As enterprises slam the brakes on runaway token...
Dell and HPE just posted their strongest AI server quarters yet, sending both stocks soaring — but the surge in demand is colliding with rising...
Micron’s surge past the trillion dollar mark is being powered by something far more durable than market euphoria. A global shortage of AI‑grade...
GameStop’s surprise $55.5 billion bid for eBay — an offer more than triple its own market value — has immediately run into market skepticism,...
A single night of Big Tech earnings made one thing unmistakably clear: investors are no longer rewarding AI spending — only AI payoffs. Alphabet...
Apple’s stock rose 1,932% during Cook’s tenure. Yet Cook’s reign pales in comparison to that of Steve Jobs after his 1997 return — during...
What Investors Should Know About Tesla and Rivian Comparing EV Capabilities And Strategies Financial Performance and Growth Potential For 2026 TSLA...
Shares of Allbirds, the merino wool sneaker retailer that sold itself last month for $39 million, soared 594% after a press release trumpeted the...
The U.S. produces more energy than it consumes. Yet the price of oil has soared about 70% since Feb. 28, when the U.S. and Israel attacked Iran,...
Oracle stock has taken a brutal plunge — losing 57% of its value since hitting a 52-week high of $345.72 last September. On March 31, bad news...
Microsoft stock has fallen 36% from its October 2025 all-time high. And 2026’s first quarter could be the worst since 2008 at the peak of the...
When global headlines turn alarming, investors often feel an urge to overhaul their portfolios, but that instinct is usually the wrong one. Markets...
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