Peter Cohan became a Forbes contributor in April 2011 and was named a senior contributor in September 2023. In 1994, he started a management consulting and venture capital firm (http://petercohan.com). He is an associate professor of management practice at Babson College where he
Amazon Stock Surges As AWS Growth Outpaces Heavy AI Spending
Amazon shares jump as AWS revenue and margins accelerate faster than rising AI capex, signaling stronger cloud demand and improving returns on Amazon’s heavy investments.
Microsoft Surges And Meta Sinks As Wall Street Rewards Proven AI Demand
Microsoft’s earnings jumped on strong Azure and AI demand while Meta’s stock fell as rising costs, weaker margins and unclear AI revenue plans worried Wall Street investors.
As Token Costs Plunge, Enterprise AI Providers Face A New Margin Squeeze
Enterprise AI spending cuts are driving token prices down, squeezing model provider margins and reshaping profitability across the generative AI stack.
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Trump’s new Section 301 forced labor tariffs hit 60 countries, raising costs for U.S. importers and consumers while reshaping winners, losers and the legal fight ahead.
Tesla Stock Could Sink In The Last Half Of 2026—Here’s Why
Will Tesla stock rise or fall in the second half of 2026? Come explore the key catalysts, risks, and analyst predictions that help shape Tesla’s future.