Nvidia's growth keeps slowing down. Political barriers to selling in China and a low return on AI investment leave Nvidia investors with little upside.| Peter Cohan
Palantir's price-to-sales ratio of 114 is way above OpenAI's 17. Palantir's success in defense work could block access to growth as enterprise AI payoff remains elusive| Forbes
Duolingo beat Q2 expectations and raised guidance for the third quarter and the full year. GPT-5's French learning app scared traders — but Duolingo could grow 30+%.| Peter Cohan
Gartner cut its forecast for contract value growth from 5.1% in Q4 2024 to 2.5% for 2025. Gartner did not offer a root cause analysis or a strategy to revive growth.| Peter Cohan
Hertz stock may fall unless it exceeds Q2 view of a 7.6% decline in revenue. But rolling out AI damage tracker to all Hertz locations could add $1.5 billion to top line.| Peter Cohan
AWS grew 17.5% in Q2 which beat analysts estimates but fell way short of Microsoft Azure's 39% growth and Google Cloud's 32% advance. Is Amazon lagging in AI?| Peter Cohan
With competition in AI coding and risk of investor disappointment, is Figma's 46% first quarter revenue growth enough to justify the company's $68 billion valuation?| Forbes
Rising AI data center spending sent Vertiv's Q2 growth up 35% — beating expectations. CEO Gio Albertazzi told me strong tailwinds are driving future growth.| Peter Cohan
Revenue at Palo Alto Networks grew 15% while CyberArk's soared 43% in the most recent quarter. At a 26% premium, Is Palo Alto paying too much for the much smaller rival?| Peter Cohan
MP Materials stock has risen 255% after a $400 million deal from the Pentagon and a $500 million magnet contract with Apple. Is MP stock too high?| Forbes
Generative AI has the potential to make Dynatrace's platform accessible to more users — thus boosting the company's revenue growth| Forbes