Shane Neagle's Comment & Analysis
A complete archive of Shane Neagle's articles, including current analysis & comment.
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...
Meta Platforms (NASDAQ:META) is making unprecedented moves in artificial intelligence, with CEO Mark Zuckerberg announcing plans to spend up to $65 billion in 2025 on AI infrastructure alone earlier...
Amazon (NASDAQ:AMZN) and Walmart (NYSE:WMT) are allegedly exploring their own stablecoins to bypass traditional payment systems and potentially save billions in card processing fees.
Some of...
Excerpt: While Boeing (NYSE:BA) continues to face challenges, including manufacturing delays, regulatory oversight, and new trade tariffs, recent multi-billion dollar commitments from airlines in...