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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Microsoft shares have fallen significantly in early 2026. Most analysts see the drop as a buying opportunity.
Alphabet surged while Microsoft and Meta fell as Big Tech earnings revealed a new divide: investors reward AI payoffs, not spending. Here’s how each hyperscaler performed.
By: Peter Cohan
GameStop just offered $55.5 billion for eBay. If CEO Ryan Cohen's bid wins, he says GameStop's market cap could top $100 billion. The chances of success are tiny.
By: Peter Cohan
TABLE OF CONTENTS Nvidia, CoreWeave And Palantir At A Glance The Side-By-Side Comparison Of NVDA, CRWV And PLTR Stock
Elon Musk's SpaceX is preparing for a record-setting $1.75 trillion Nasdaq IPO on June 12, following its merger with xAI and X/Twitter. The newly combined company, valued at $1.25 trillion, integrates Space, profitable Starlink Connectivity, and a cash-burning AI segment. Despite Starlink's strong performance, the overall entity reported significant losses, including a $4.9 billion net loss in 2025 and a $41.3 billion accumulated deficit. Major concerns for investors include the IPO's high valuation, declining Starlink subscriber revenue, xAI's escalating losses, Elon Musk's dominant voting power, and an overly optimistic total addressable market. Experts advise extreme caution, recommending investors avoid purchasing shares until well after the initial lockup period due to these substantial risks.
TABLE OF CONTENTS OpenAI Key Stats to Know When Could OpenAI Go Public? What to Know Before OpenAI Goes Public
Micron stock doubled to $1 trillion faster than any company in financial history. AI demand and insufficient supply will drive up memory prices for at least the next year.
Micron Technology's market value soared to $1 trillion on May 26, marking the fastest such ascent in history, doubling in just 48 days. This unprecedented rise is fueled by surging demand for its High Bandwidth Memory (HBM) chips, crucial for AI applications, and a key partnership with Nvidia. The company's Q2 FY2026 results significantly beat analyst expectations, with revenue nearly tripling and strong Q3 guidance. Memory chip prices are forecast to skyrocket due to demand vastly exceeding supply, with DRAM stockpiles plummeting. UBS analysts tripled Micron's price target, citing its undervaluation compared to peers and robust long-term contract opportunities. The bull case for Micron appears strong through 2027-2028, though future oversupply remains a potential risk.
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.
