http://rgsystems.gr/?fat=sites/petercohan/ en-us https://specials-images.forbesimg.comhttps://www.forbes.com/imageserve/603e4014ecd7daf988b509f7/400x0.jpg?cropX1=0&cropX2=1080&cropY1=0&cropY2=1080 http://rgsystems.gr/?fat=sites/petercohan/ Peter Cohan's stories. Copyright 2024 Forbes Media LLC http://rgsystems.gr/?fat=sites/petercohan/2024/05/16/though-amazon-could-lead-by-2026-walmart-stock-has-upside/ One compelling reason to keep buying Walmart stock is: The retail giant is capitalizing on its data science skills to find ways to draw in new customer groups. Peter Cohan, Senior Contributor Peter Cohan, Senior Contributor http://rgsystems.gr/?fat=sites/petercohan/ content_6645c4e318c7b049ba5e9501 Thu, 16 May 2024 16:23:28 -0400 2024-05-17T09:18:56-04:00 One compelling reason to keep buying Walmart stock is: The retail giant is capitalizing on its data science skills to find ways to draw in new customer groups. Getty Images Markets /markets Money /money Markets /markets Business /business Retail /retail Leadership /leadership CFO Network /cfo-network Editors' Pick editors-pick investing petercohanblog standard http://rgsystems.gr/?fat=sites/petercohan/2024/05/09/tesla-rivian-and-nio-stock-prices-down-as-ev-demand-growth-slows/ The stock prices of electric vehicle makers Tesla, Rivian, and Nio are all down this year. Can they build lower priced EVs to satisfy customer needs? Peter Cohan, Senior Contributor Peter Cohan, Senior Contributor http://rgsystems.gr/?fat=sites/petercohan/ content_663ca91abc25e81f36f6d54a Thu, 09 May 2024 11:04:44 -0400 2024-05-10T12:50:20-04:00 The stock prices of electric vehicle makers Tesla, Rivian, and Nio are all down this year. Can they build lower priced EVs to satisfy customer needs? Getty Images Markets /markets Money /money Markets /markets Editors' Pick editors-pick investing petercohanblog standard http://rgsystems.gr/?fat=sites/petercohan/2024/05/07/zoom-video-stock-may-rise-26-on-bet-ai-can-boost-growth-best-rivals/ While Zoom’s AI-driven service is attracting users, the company does not charge customers for its voice to text call transcribing service and rivals may be offering se... Peter Cohan, Senior Contributor Peter Cohan, Senior Contributor http://rgsystems.gr/?fat=sites/petercohan/ content_66362f22d2b43d1f15c10d9f Tue, 07 May 2024 08:58:07 -0400 2024-05-08T18:36:18-04:00 While Zoom’s AI-driven service is attracting users, the company does not charge customers for its voice to text call transcribing service and rivals may be offering se... POOL/AFP via Getty Images Markets /markets Money /money Markets /markets investing petercohanblog standard http://rgsystems.gr/?fat=sites/petercohan/2024/05/05/warren-buffett-dumps-13-of-apple-stake-before-110-billion-buyback/ On May 4, Berkshire Hathaway CEO Warren Buffett announced — while heaping praise on Apple after a weak Q2 report — a giant unloading of the iPhone maker’s shares. Peter Cohan, Senior Contributor Peter Cohan, Senior Contributor http://rgsystems.gr/?fat=sites/petercohan/ content_66368fff6c94ea62e0816b11 Sun, 05 May 2024 14:08:15 -0400 2024-05-09T12:30:49-04:00 On May 4, Berkshire Hathaway CEO Warren Buffett announced — while heaping praise on Apple after a weak Q2 report — a giant unloading of the iPhone maker’s shares. Getty Images Markets /markets Money /money Markets /markets Editors' Pick editors-pick investing petercohanblog standard http://rgsystems.gr/?fat=sites/petercohan/2024/05/02/nio-stock-soars-on-surge-in-deliveries---still-92-below-2021-high/ Nio reported surprisingly strong deliveries in April which may have surprised short sellers and driven up the price of its American Depository Receipts. Peter Cohan, Senior Contributor Peter Cohan, Senior Contributor http://rgsystems.gr/?fat=sites/petercohan/ content_6633728c1abc9a720e32952a Thu, 02 May 2024 08:39:20 -0400 2024-05-02T13:17:23-04:00 Nio reported surprisingly strong deliveries in April which may have surprised short sellers and driven up the price of its American Depository Receipts. AFP via Getty Images Markets /markets Money /money Markets /markets investing petercohanblog standard http://rgsystems.gr/?fat=sites/petercohan/2024/05/01/amazon-stock-inches-up-on-ai-driven-growth-in-q1/ Amazon CEO Andy Jassy has significantly reoriented the company to focus on AI innovations since falling behind Microsoft, Google and other peers in the space. Peter Cohan, Senior Contributor Peter Cohan, Senior Contributor http://rgsystems.gr/?fat=sites/petercohan/ content_66315eaae51ceb0342e56a7c Wed, 01 May 2024 09:34:58 -0400 2024-05-07T00:01:24-04:00 Amazon CEO Andy Jassy has significantly reoriented the company to focus on AI innovations since falling behind Microsoft, Google and other peers in the space. AFP via Getty Images Markets /markets Money /money Markets /markets Leadership /leadership CFO Network /cfo-network Editors' Pick editors-pick investing petercohanblog standard http://rgsystems.gr/?fat=sites/petercohan/2024/04/29/apple-and-tesla-shares-rise-on-low-expectations-ai-iphone-china-fsd/ While shares of Apple and Tesla have declined in 2024, investor expectations have been lowered so much that flimsy announcements are sending up their stock prices. Peter Cohan, Senior Contributor Peter Cohan, Senior Contributor http://rgsystems.gr/?fat=sites/petercohan/ content_662f847da61738688fbc8d8a Mon, 29 Apr 2024 09:44:21 -0400 2024-05-09T12:31:49-04:00 While shares of Apple and Tesla have declined in 2024, investor expectations have been lowered so much that flimsy announcements are sending up their stock prices. AFP via Getty Images Markets /markets Money /money Markets /markets investing petercohanblog standard http://rgsystems.gr/?fat=sites/petercohan/2024/04/26/alphabet-and-microsoft-stocks-pop-after-beating-q1-targets/ Stock prices for Alphabet and Microsoft rose after reporting better-than-expected Q1 results. The companies are seeing more demand for their generative AI services. Peter Cohan, Senior Contributor Peter Cohan, Senior Contributor http://rgsystems.gr/?fat=sites/petercohan/ content_66281013ef5232363d3ddb26 Fri, 26 Apr 2024 10:14:40 -0400 2024-05-02T09:27:32-04:00 Stock prices for Alphabet and Microsoft rose after reporting better-than-expected Q1 results. The companies are seeing more demand for their generative AI services. AFP via Getty Images Markets /markets Money /money Markets /markets Editors' Pick editors-pick investing petercohanblog standard http://rgsystems.gr/?fat=sites/petercohan/2024/04/25/servicenow-stock-drops-4-despite-24-revenue-growth/ ServiceNow's first quarter results again exceeded its revenue and profitability metrics. Analysts saw guidance as weak — but they excluded foreign exchange headwinds. Peter Cohan, Senior Contributor Peter Cohan, Senior Contributor http://rgsystems.gr/?fat=sites/petercohan/ content_66292d48bef1467b2180b2d5 Thu, 25 Apr 2024 09:30:41 -0400 2024-05-02T09:27:32-04:00 ServiceNow's first quarter results again exceeded its revenue and profitability metrics. Analysts saw guidance as weak — but they excluded foreign exchange headwinds. Getty Images Markets /markets Money /money Markets /markets investing petercohanblog standard http://rgsystems.gr/?fat=sites/petercohan/2024/04/22/super-micro-stock-fell-23-nvidia-stock-lost-10---genai-in-trouble/ The server maker stunned Wall Street last quarter when it preannounced results substantially higher than what analysts had been expecting. Peter Cohan, Senior Contributor Peter Cohan, Senior Contributor http://rgsystems.gr/?fat=sites/petercohan/ content_66254c357b5a510268fc15f0 Mon, 22 Apr 2024 09:47:30 -0400 2024-05-02T06:02:37-04:00 The server maker stunned Wall Street last quarter when it preannounced results substantially higher than what analysts had been expecting. SOPA Images/LightRocket via Getty Images Markets /markets Money /money Markets /markets investing petercohanblog standard http://rgsystems.gr/?fat=sites/petercohan/2024/04/17/live-nation-stock-could-rise-29-as-analysts-doubt-antitrust-suits-bite/ The U.S. Department of Justice plans to file an antitrust lawsuit against Live Nation, according to the Wall Street Journal. Peter Cohan, Senior Contributor Peter Cohan, Senior Contributor http://rgsystems.gr/?fat=sites/petercohan/ content_661fb0a6513424329329f694 Wed, 17 Apr 2024 10:58:57 -0400 2024-04-18T13:45:24-04:00 The U.S. Department of Justice plans to file an antitrust lawsuit against Live Nation, according to the Wall Street Journal. Getty Images Markets /markets Money /money Markets /markets investing petercohanblog standard http://rgsystems.gr/?fat=sites/petercohan/2024/04/14/with-tesla-stock-down-31-in-2024-musks-robotaxi-push-aids-short-sellers/ Tesla's operating margin fell sharply and first quarter 2024 vehicle deliveries missed analysts’ forecasts. Robotaxis and 10%-plus layoffs will not reverse this trend. Peter Cohan, Senior Contributor Peter Cohan, Senior Contributor http://rgsystems.gr/?fat=sites/petercohan/ content_661ad022b6bfeb7ee82abb40 Sun, 14 Apr 2024 14:23:47 -0400 2024-04-17T15:48:04-04:00 Tesla's operating margin fell sharply and first quarter 2024 vehicle deliveries missed analysts’ forecasts. Robotaxis and 10%-plus layoffs will not reverse this trend. Los Angeles Times via Getty Images Markets /markets Money /money Markets /markets Editors' Pick editors-pick investing petercohanblog standard http://rgsystems.gr/?fat=sites/petercohan/2024/04/11/why-nvidia-stock-could-top-1000-a-share-after-may-earnings-report/ After beating expectations and raising guidance in recent quarters, the 236% spike in Nvidia’s stock price in 2023 and its 79% rise so far in 2024 do not come as a shock. Peter Cohan, Senior Contributor Peter Cohan, Senior Contributor http://rgsystems.gr/?fat=sites/petercohan/ content_6616a1df66ab12521728de86 Thu, 11 Apr 2024 08:41:27 -0400 2024-04-15T03:21:20-04:00 After beating expectations and raising guidance in recent quarters, the 236% spike in Nvidia’s stock price in 2023 and its 79% rise so far in 2024 do not come as a shock. Getty Images Markets /markets Money /money Markets /markets Editors' Pick editors-pick investing petercohanblog standard http://rgsystems.gr/?fat=sites/petercohan/2024/04/07/a-hubspot-deal-likely-wouldnt-help-google-speed-up-its-revenue-growth/ With $98 billion in cash net of debt, according to the Wall Street Journal, Google is struggling to find winning growth investment opportunities for that cash. Peter Cohan, Senior Contributor Peter Cohan, Senior Contributor http://rgsystems.gr/?fat=sites/petercohan/ content_660ffc27ad671009cad888b9 Sun, 07 Apr 2024 14:22:47 -0400 2024-04-10T03:45:57-04:00 With $98 billion in cash net of debt, according to the Wall Street Journal, Google is struggling to find winning growth investment opportunities for that cash. NurPhoto via Getty Images Markets /markets Money /money Markets /markets investing petercohanblog standard http://rgsystems.gr/?fat=sites/petercohan/2024/04/02/buy-four-big-tech-stocks---nvidia-meta-microsoft-amazon---sell-apple-and-tesla/ How Nvidia, Meta, Amazon, and Microsoft did better than expectations. Peter Cohan, Senior Contributor Peter Cohan, Senior Contributor http://rgsystems.gr/?fat=sites/petercohan/ content_660abf48f55e053f8c83f610 Tue, 02 Apr 2024 14:38:51 -0400 2024-05-09T12:33:18-04:00 How Nvidia, Meta, Amazon, and Microsoft did better than expectations. AFP via Getty Images Markets /markets Money /money Markets /markets Editors' Pick editors-pick investing petercohanblog standard http://rgsystems.gr/?fat=sites/petercohan/2024/04/02/disney-stock-up-34-as-trian-proxy-vote-threatens-bob-igers-turnaround/ Given Disney’s expectations-beating first quarter 2024 earnings report, investors will likely be better off with a victory for Iger. Peter Cohan, Senior Contributor Peter Cohan, Senior Contributor http://rgsystems.gr/?fat=sites/petercohan/ content_660b24d2fa54e36e10717494 Tue, 02 Apr 2024 10:36:54 -0400 2024-04-03T04:29:08-04:00 Given Disney’s expectations-beating first quarter 2024 earnings report, investors will likely be better off with a victory for Iger. Getty Images for Disney Markets /markets Money /money Markets /markets Editors' Pick editors-pick investing petercohanblog standard http://rgsystems.gr/?fat=sites/petercohan/2024/03/30/marathon-digitals-stock-price-outpaces-bitcoins-150-rise-as-halving-looms/ On March 29, the company’s stock rose while topping the list of most actively traded shares, according to Yahoo! Finance. Peter Cohan, Senior Contributor Peter Cohan, Senior Contributor http://rgsystems.gr/?fat=sites/petercohan/ content_660842555b6e5f3534d490b3 Sat, 30 Mar 2024 15:40:45 -0400 2024-04-01T07:35:53-04:00 On March 29, the company’s stock rose while topping the list of most actively traded shares, according to Yahoo! Finance. SOPA Images/LightRocket via Getty Images Markets /markets Money /money Markets /markets investing petercohanblog standard http://rgsystems.gr/?fat=sites/petercohan/2024/03/27/why-adam-neumanns-500-million-wework-bid-could-easily-fail/ The company aims, instead, to emerge from bankruptcy by the end of June 2024 as a "financially strong and profitable company," a company spokesman told the Journal. Peter Cohan, Senior Contributor Peter Cohan, Senior Contributor http://rgsystems.gr/?fat=sites/petercohan/ content_6603263c8646d61d2c81a6e8 Wed, 27 Mar 2024 12:03:47 -0400 2024-03-28T03:42:28-04:00 The company aims, instead, to emerge from bankruptcy by the end of June 2024 as a "financially strong and profitable company," a company spokesman told the Journal. Getty Images Markets /markets Money /money Markets /markets Editors' Pick editors-pick investing petercohanblog standard http://rgsystems.gr/?fat=sites/petercohan/2024/03/24/apple-antitrust-suit-comes-amid-questions-over-its-innovation-strategy/ Apple revenue fell in 2023 as hardware — 78% of sales — fell 3%. Services was the one bright spot — growing 9%. The DOJ's antitrust suit could brake that growth. Peter Cohan, Senior Contributor Peter Cohan, Senior Contributor http://rgsystems.gr/?fat=sites/petercohan/ content_65fd99e78e0cd564e767cb48 Sun, 24 Mar 2024 14:10:40 -0400 2024-05-09T12:32:18-04:00 Apple revenue fell in 2023 as hardware — 78% of sales — fell 3%. Services was the one bright spot — growing 9%. The DOJ's antitrust suit could brake that growth. Getty Images Markets /markets Money /money Markets /markets Editors' Pick editors-pick investing petercohanblog standard http://rgsystems.gr/?fat=sites/petercohan/2024/03/21/down-by-26-million-users-amazon-could-keep-losing-customers-to-temu/ With heavy advertising and ultra low prices, Temu is expanding in the U.S. as Amazon sheds users. Can Amazon's reliable shipping reverse this trend? Peter Cohan, Senior Contributor Peter Cohan, Senior Contributor http://rgsystems.gr/?fat=sites/petercohan/ content_65fc1b76d9bc7b700e9e747f Thu, 21 Mar 2024 10:54:25 -0400 2024-03-22T10:18:48-04:00 With heavy advertising and ultra low prices, Temu is expanding in the U.S. as Amazon sheds users. Can Amazon's reliable shipping reverse this trend? UCG/Universal Images Group via Getty Images Markets /markets Money /money Markets /markets Editors' Pick editors-pick investing petercohanblog standard http://rgsystems.gr/?fat=sites/petercohan/2024/03/19/after-surviving-amazons-galen-why-allbirds-stock-is-still-overpriced/ With high executive turnover, plunging revenue, negative free cash flow, and a risk its stock could be delisted, 71 cents a share is too much to pay for Allbirds stock. Peter Cohan, Senior Contributor Peter Cohan, Senior Contributor http://rgsystems.gr/?fat=sites/petercohan/ content_65f98cb77f5d9f1646921e76 Tue, 19 Mar 2024 15:27:06 -0400 2024-03-20T09:03:19-04:00 With high executive turnover, plunging revenue, negative free cash flow, and a risk its stock could be delisted, 71 cents a share is too much to pay for Allbirds stock. San Francisco Chronicle via Getty Images Markets /markets Money /money Markets /markets investing petercohanblog standard http://rgsystems.gr/?fat=sites/petercohan/2024/03/18/why-you-should-resist-reddit-ipos-first-day-price-pop-fomo/ Reddit — the money-losing social media platform — is going public soon and the shares are likely to rise sharply on the first day of trading. Peter Cohan, Senior Contributor Peter Cohan, Senior Contributor http://rgsystems.gr/?fat=sites/petercohan/ content_65f82538764f6448dc332cdc Mon, 18 Mar 2024 08:54:24 -0400 2024-03-20T18:34:11-04:00 Reddit — the money-losing social media platform — is going public soon and the shares are likely to rise sharply on the first day of trading. NurPhoto via Getty Images Markets /markets Money /money Markets /markets Editors' Pick editors-pick investing petercohanblog standard http://rgsystems.gr/?fat=sites/petercohan/2024/03/17/why-soundhound-ais-346-stock-price-pop-is-too-much/ Soundhound AI trades at 39.5 times the company’s 2024 revenue forecast of $70 million. “This AI stock is obviously a ‘pump and dump’ stock,” argues Navellier. Peter Cohan, Senior Contributor Peter Cohan, Senior Contributor http://rgsystems.gr/?fat=sites/petercohan/ content_65f6d2fbd5486a048ab67e62 Sun, 17 Mar 2024 13:39:48 -0400 2024-03-19T08:38:08-04:00 Soundhound AI trades at 39.5 times the company’s 2024 revenue forecast of $70 million. “This AI stock is obviously a ‘pump and dump’ stock,” argues Navellier. SOPA Images/LightRocket via Getty Images Markets /markets Money /money Markets /markets investing petercohanblog standard http://rgsystems.gr/?fat=sites/petercohan/2024/03/04/servicenow-genai-cuts-service-time-37-may-add-20-to-client-revenue/ ServiceNow says its generative AI service launched last September is contributing to the company's annualized contract value. How much revenue does Now Assist add? Peter Cohan, Senior Contributor Peter Cohan, Senior Contributor http://rgsystems.gr/?fat=sites/petercohan/ content_65e32c47358d43581f34f4f0 Mon, 04 Mar 2024 10:53:42 -0500 2024-05-09T12:24:53-04:00 ServiceNow says its generative AI service launched last September is contributing to the company's annualized contract value. How much revenue does Now Assist add? Gado via Getty Images Markets /markets Money /money Markets /markets investing petercohanblog standard http://rgsystems.gr/?fat=sites/petercohan/2024/03/01/why-generative-ai-stock-bubble-is-not-poised-to-pop/ The Generative AI bubble lacks the leverage, the unstable recent IPOs, and the high cash burn rates that caused the dot-com bubble to pop Peter Cohan, Senior Contributor Peter Cohan, Senior Contributor http://rgsystems.gr/?fat=sites/petercohan/ content_65e1999ae8e9910f37521314 Fri, 01 Mar 2024 09:18:05 -0500 2024-05-09T12:24:20-04:00 The Generative AI bubble lacks the leverage, the unstable recent IPOs, and the high cash burn rates that caused the dot-com bubble to pop AFP via Getty Images Markets /markets Money /money Markets /markets investing petercohanblog standard