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Shane Neagle

Tokenist
  • Analysis & Comment

Shane Neagle's Comment & Analysis
A complete archive of Shane Neagle's articles, including current analysis & comment.

The AI chip wars between the United States and China have reached a critical juncture, with Chinese companies aggressively developing homegrown alternatives to Nvidia’s (NASDAQ:NVDA)...
Boeing (NYSE:BA) is grappling with a fresh labor strike as 3,200 defense workers in St. Louis enter their third week of protests, demanding better contracts while the company attempts to build on...
Warren Buffett’s Berkshire Hathaway has released its quarterly Form 13-F filing for the period ending June 30, 2025, providing valuable insights into the legendary investor’s latest moves....
Take-Two Interactive Software (NASDAQ:TTWO) has delivered an impressive fiscal Q1 2026 performance that significantly exceeded market expectations, raising questions about whether this gaming giant...
Apple’s (NASDAQ:AAPL) Q3 2025 earnings report marked a decisive shift in the company’s strategic narrative. With artificial intelligence now positioned as a core growth lever, CEO Tim Cook’s comments...
Intel's (NASDAQ:INTC) Q2 2025 earnings painted a mixed picture: while revenue beat expectations at $12.9 billion, the company posted a massive $2.9 billion net loss driven by restructuring charges....
Nvidia's (NASDAQ:NVDA) stock has surged to record highs following news that the Trump administration will grant licenses to resume H20 chip sales to China, potentially recovering up to $15 billion in...
Key Takeaway: The Pentagon's 15% investment in MP Materials Corp (NYSE:MP) represents a strategic shift toward domestic rare earth production amid escalating U.S.-China trade tensions and export...
Both Microsoft (NASDAQ:MSFT) and Nvidia (NASDAQ:NVDA) are racing toward the historic $4 trillion market cap milestone this summer, with analysts predicting these AI heavyweights will be the first...
Key Takeaway: The AI boom is creating a massive electricity bottleneck that could grow data center power demand 160% by 2030, prompting the Trump administration to prepare executive orders offering...