Peter Cohan is a Senior Contributor at Forbes. He specializes in commodities markets, commodity trading, and financial platforms, with a keen focus on energy and finance. Cohan's insights have been featured in notable publications such as Entrepreneur, Inc. Australia, and The Boston Globe.
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Peter Cohan's articles primarily focus on investment analysis and frequently cite data. He covers topics such as stock market, investment, technology, leadership and artificial intelligence.
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Anthropic's value has soared in the last 14 months and its AI coding model has enjoyed even faster growth. It the company goes public, the bullish signals are strong.
Anthropic’s valuation surge and rapid AI coding growth fuel IPO speculation as investors assess whether the company can sustain its momentum in enterprise AI.
Quantinuum is valued at four times the most promising publicly traded quantum computing company and its revenue is shrinking. Just say no to this IPO.
Tech giants Dell and HPE recently saw their stock prices soar, with Dell jumping 32% and HPE 30% after strong earnings reports. This surge is largely attributed to booming demand for AI-enhanced servers and networking solutions. Dell reported a remarkable 757% increase in AI-optimized server revenue and a record $51.3 billion backlog, while HPE's revenue rose 40% driven by AI products and its Juniper Networks acquisition. However, concerns linger over low profit margins, exacerbated by rising chip costs. HPE's organic networking growth is also modest without the acquisition. Analysts question if the current valuations are sustainable, suggesting both companies might be priced for perfection despite the strong AI tailwinds.
The stock market has gone up about 11% as of June 2, 2026. The stock market's biggest winners so far have been companies that have benefited from most from the AI spending boom, notably makers of memory chips. Meanwhile, the stock market's biggest losers have mostly been software companies being disrupted by AI. Software firms faced a "SaaSpocalypse," with investor fears of AI agents disrupting business models leading to significant stock declines. Ongoing AI investment, global oil prices, and potential shifts in interest rate policy are critical factors for the market's trajectory.
OpenAI and Anthropic are on the brink of a token price war ahead of their anticipated IPOs, as enterprise clients like Uber struggle with high AI costs and questionable return on investment. While token consumption is surging, many companies report minimal measurable profit from generative AI pilots. This pressure could force further price cuts, significantly impacting the AI sector. Chatbot providers face narrower margins, Nvidia's chip dominance may wane as custom silicon gains favor, and neoclouds could see increased debt risk. The industry faces a critical juncture: either lower prices fuel greater adoption, or waning ROI concerns could stifle demand, imperiling the vast AI infrastructure buildout and its associated debt.
Enterprises slash token spending as OpenAI and Anthropic face margin pressure, falling token prices and rising risks across the AI supply chain.
By: Peter Cohan
Musk has a reality distortion field to rivals Steve Jobs. His RDF adds $1 trillion to SpaceX's valuation. Beware of broken promises and big risks.
The S&P 500 has gone up 7.7% so far in 2026, primarily driven by a massive AI capital spending boom that has overshadowed concerns about rising inflation and tariffs. That said, May saw inflation hit 4.2%, its highest in three years. The fear of rising interest rates could impact growth. Looking ahead to the second half of 2026, investors should be mindful of how these factors will continue to shape the rest of the year. Technology, energy and healthcare sectors are sectors to continue to watch until the year closes, notably since some sectors have benefited from the tailwinds thus far. Investors may also consider hedging with cash or gold amidst volatile conditions.
Trump’s thousands of stock trades and federal decisions raise conflict questions as disclosure rules make his gains or losses impossible to measure.
