Palantir Stock Down 20%. May Fall 74% More As AI’s Payoff Stays Low
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
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
We know where the Fed chair stands. But uncertainty over Nvidia's earnings could worry investors concerned about an AI bubble.| 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
Adobe announced a deal to pay $20 billion to for a $400 million software company. Here's why that big bet might payoff.| Forbes
If Alphabet splits into five parts, the resulting faster growth could boost the company value. But $67 billion in synergies would be lost.| Peter Cohan
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
Microsoft and Amazon both say AI has helped cut headcount, but job cuts rarely benefit investors. So why is Microsoft stock up 22.7% while Amazon's rose only 5.1%?| Peter Cohan
Centene reported a shock loss while beating the Q2 revenue view. Shares initially fell 14.5% before the investor call's 2025 adjusted profit forecast of $1.75.| Peter Cohan
ServiceNow beat expectations with revenue up 23% in the second quarter and boosted guidance as its AI-infused products increased customer productivity 50% to 85%| Peter Cohan
After shares of Kohl's and Open Technology drove a meme stock short squeeze, is Locafy next? With 60% of LCFY shares short, how many X and WSB posts would it take?| 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
Morgan Stanley is waiting to see whether ChatGPT and Perplexity better monetize AI than Google does. Given Algolia's e-commerce AI agent, Google may not prevail.| Peter Cohan
After withdrawing 2025 guidance, Centene could grow at 4% instead of 5%, its EPS could be cut in half. and its credit could be junk rated, noted S&P.| Peter Cohan
The company’s commercial revenue increased 64% in the quarter while U.S. government sales rose 45%. But if Wall Street analysts are right, the stock is 26% too high.| Forbes
Tariffs, uncertainty, and inflation crimped stocks in first half of 2025 after AI frenzy and strong earnings sent Nasdaq up 18% in 2024. Bet on companies Trump favors.| Forbes
Avoid buying into Reddit's IPO. The company could struggle to generate revenue given the strength of the Meta and Google advertising platforms.| Forbes
Google's AI Overview and AI Mode could slash the revenue of online content providers. Reddit — which saw Q1 revenue soar 61% — may win by monetizing direct user contact.| Forbes
Green Dot stock has fallen 72% since its IPO. But in the first quarter, the company beat expectations and raised guidance. Startups point to upside in embedded finance.| Forbes
While agentic AI vendors push fear of getting left behind, businesses don’t necessarily trust them, and haven’t yet started using the technology in a widespread way.| Forbes
While Snowflake stock has lost 28% of its value in 2024, a partnership with Nvidia could revive growth.| Forbes
Salesforce, Databricks, and Snowflake made $9.3 billion in deals so companies can control their data to operate AI agents. Will Enterprise DB beat them to market?| Forbes
Jamie Dimon predicts a House bill adding $2.6 trillion to the budget deficit could trigger plunging bond prices and a liquidity freeze. Can you protect your portfolio?| Forbes
Adding $2.4 trillion to the national debt while tariffs boost inflation makes for a poisonous investment cocktail. Could Chinese government bonds be the right move?| Forbes
Generative AI has the potential to make Dynatrace's platform accessible to more users — thus boosting the company's revenue growth| Forbes
