https://aiswingx.com/ko/p/path-fy27q2aiSwingXko2026-09-23T16:05:28.401640+00:00유아이패스, 주식보상 5개 분기 연속 감소 — 그리고 분기 마감 직후 경영진에 PSU 530만주유아이패스, UiPath, PATH, 10-Q, PSU, 주식보상, 성과조건부주식, 주가 문턱, 자기주식, 특수관계자, RPA https://aiswingx.com/p/path-fy27q2aiSwingXen2026-09-23T16:05:28.347249+00:00UiPath cut stock compensation to $45.0m over five quarters — then granted 5.3m PSUsUiPath, PATH, 10-Q, PSU, share-based compensation, stock price hurdle, market condition, buyback, related party, automation https://aiswingx.com/ko/p/alab-2026q2aiSwingXko2026-09-23T16:01:18.231964+00:00아스테라랩스, 세전이익 1억283만달러에 순이익 1억5309만달러 — 법인세가 마이너스 5026만달러아스테라랩스, Astera Labs, ALAB, 10-Q, 법인세 혜택, 평가충당금, 주식보상, 실효세율, 재고, 매출채권, AI 데이터센터 https://aiswingx.com/p/alab-2026q2aiSwingXen2026-09-23T16:01:18.174050+00:00Astera Labs earned $102.8m before tax and $153.1m after — the tax line is minus $50.3mAstera Labs, ALAB, 10-Q, tax benefit, valuation allowance, stock-based compensation, effective tax rate, inventory, receivables, AI datacenter https://aiswingx.com/ko/p/intc-2026q2aiSwingXko2026-09-23T15:54:17.481345+00:00인텔, 영업이익 17억9600만달러 낸 분기에 순손실 110억달러 — 주가가 오를수록 커지는 125억달러인텔, Intel, INTC, 10-Q, 에스크로 주식, 미국 정부, 상무부, Secure Enclave, 파생부채, 평가충당금, 워런트, 반도체 https://aiswingx.com/p/intc-2026q2aiSwingXen2026-09-23T15:54:17.434452+00:00Intel earned $1,796m from operations and lost $11.0bn — the $12.5bn grows when the stock doesIntel, INTC, 10-Q, Escrowed Shares, US government, Department of Commerce, Secure Enclave, derivative liability, valuation allowance, warrants, semiconductors https://aiswingx.com/ko/p/cien-fy26q3aiSwingXko2026-09-23T13:52:04.026684+00:00시에나, 이자 0%로 28억8000만달러 — 세금 자산 2억3000만달러는 손익계산서를 거치지 않았다시에나, Ciena, CIEN, 10-Q, 전환사채, 제로쿠폰, 이연법인세자산, 추가납입자본, 자기주식, 광통신, 데이터센터 https://aiswingx.com/p/cien-fy26q3aiSwingXen2026-09-23T13:52:03.965738+00:00Ciena borrowed $2.88bn at zero interest — and the $230.0m tax asset never touched the income statementCiena, CIEN, 10-Q, convertible notes, zero coupon, deferred tax asset, additional paid-in capital, buyback, optical networking, datacenter https://aiswingx.com/ko/p/cohr-fy2026aiSwingXko2026-09-23T04:54:18.473399+00:00코히런트, 순이익 8억500만달러에 영업활동 현금은 7951만달러 — 설비투자는 11억300만달러코히런트, Coherent, COHR, 10-K, 영업활동 현금흐름, 설비투자, 재고, 증자, 광통신, AI 데이터센터, 트랜시버, 실리콘카바이드 https://aiswingx.com/p/cohr-fy2026aiSwingXen2026-09-23T04:54:18.355401+00:00Coherent earned $805.0m and collected $79.5m — capital spending was $1.10bnCoherent, COHR, 10-K, operating cash flow, capital expenditure, inventory, share issuance, optical networking, AI datacenter, transceivers, silicon carbide https://aiswingx.com/ko/p/cbrs-2026q2aiSwingXko2026-09-22T21:04:12.168077+00:00세레브라스, 고객에게 준 워런트 11억달러 — 2031년까지 매출에서 깎는다세레브라스, Cerebras, CBRS, 10-Q, 고객 워런트, 오픈AI, AWS, 매출 차감, 고객 집중, 주식보상, AI 반도체 https://aiswingx.com/p/cbrs-2026q2aiSwingXen2026-09-22T21:04:12.134996+00:00Cerebras handed customers $1.1bn of warrants, and takes it out of revenue until 2031Cerebras, CBRS, 10-Q, customer warrants, OpenAI, AWS, revenue deduction, customer concentration, stock-based compensation, AI chips https://aiswingx.com/ko/p/spcx-2026q2aiSwingXko2026-09-22T20:03:56.336169+00:00스페이스X 첫 분기보고서 — 취소 불가 약정 280억달러, 그중 222억달러가 2027년스페이스X, SpaceX, SPCX, 10-Q, 상장, 취소 불가 약정, AI 인프라, 클라우드, 설비투자, 스타링크, xAI, 잔여 이행의무 https://aiswingx.com/p/spcx-2026q2aiSwingXen2026-09-22T20:03:56.299141+00:00SpaceX's first quarterly report: $28bn of non-cancelable commitments, $22bn of it in 2027SpaceX, SPCX, 10-Q, IPO, non-cancelable commitments, AI infrastructure, cloud capacity, capital spending, Starlink, xAI, remaining performance obligations https://aiswingx.com/ko/p/smci-bank-debt-maturitiesaiSwingXko2026-09-22T18:28:43.094505+00:00슈퍼마이크로 은행 차입 1년 만에 1억1200만 → 40억5600만달러, 절반이 1년 내 만기슈퍼마이크로, Super Micro, SMCI, 10-K, 차입, 한도대출, 기간대출, 만기, JP모건, CTBC, 대만 은행, 유동성 https://aiswingx.com/p/smci-bank-debt-maturitiesaiSwingXen2026-09-22T18:28:43.063480+00:00Super Micro's bank borrowings went from $112m to $4,056m in a year, half of it due within twelve monthsSuper Micro, SMCI, 10-K, borrowings, line of credit, term loan, maturity, JP Morgan, CTBC, Taiwanese banks, liquidity https://aiswingx.com/ko/p/lcid-2026-notes-decemberaiSwingXko2026-09-22T18:25:03.346424+00:00루시드, 12월 15일 만기 전환사채 2억400만달러 — 현금은 7억3260만달러루시드, Lucid, LCID, 10-Q, 전환사채, 2026년 만기, 12월 15일, 전환가, 유동성, 현금, 사우디 PIF https://aiswingx.com/p/lcid-2026-notes-decemberaiSwingXen2026-09-22T18:25:03.295538+00:00Lucid's December 15 maturity is down to $204.0m — against $732.6m of cashLucid, LCID, 10-Q, convertible notes, 2026 maturity, December 15, conversion price, liquidity, cash, Saudi PIF https://aiswingx.com/ko/p/googl-datacenter-backstops-2026q2aiSwingXko2026-09-22T18:21:22.147212+00:00구글, 데이터센터 대금을 대신 갚아 주기로 한 금액 438억달러 — 반년 만에 2.6배알파벳, 구글, GOOGL, 10-Q, 데이터센터, 백스톱, 신용파생, 명목금액, 비상장 출자 약정, VIE, 200억달러, 2030년 https://aiswingx.com/p/googl-datacenter-backstops-2026q2aiSwingXen2026-09-22T18:21:22.113625+00:00Alphabet has backstopped $43.8bn of data-centre payments — 2.6 times what it was six months agoAlphabet, Google, GOOGL, 10-Q, data centre, backstop, credit derivative, notional amount, funding commitment, VIE, $20bn, 2030 https://aiswingx.com/ko/p/googl-spacex-restrictions-2027aiSwingXko2026-09-22T18:17:58.701396+00:00알파벳이 들고 있는 스페이스X 941억달러 — 141억달러는 2027년 3분기까지 못 판다알파벳, Alphabet, 구글, GOOGL, 10-Q, 스페이스X, SpaceX, 지분 보유, 매각 제한, 상장주식, 평가이익, 2027년 3분기 https://aiswingx.com/p/googl-spacex-restrictions-2027aiSwingXen2026-09-22T18:17:58.672869+00:00Alphabet is holding $94.1bn of SpaceX — and $14.1bn of it cannot be sold until Q3 2027Alphabet, Google, GOOGL, 10-Q, SpaceX, equity stake, sale restrictions, marketable equity securities, gains on equity securities, Q3 2027 https://aiswingx.com/ko/p/tsla-spacex-lockup-2026-12aiSwingXko2026-09-22T16:12:51.895205+00:00테슬라가 스페이스X 지분에서 빼 둔 2억3800만달러 — 제한은 9월과 12월테슬라, Tesla, TSLA, 10-Q, 스페이스X, SpaceX, 지분 투자, 공정가치, 시장성 결여 할인, 매각 제한, 특수관계자, 메가팩, 2026년 12월 https://aiswingx.com/p/tsla-spacex-lockup-2026-12aiSwingXen2026-09-22T16:12:51.857851+00:00The $238m Tesla took off the value of its SpaceX stakeTesla, TSLA, 10-Q, SpaceX, equity investment, fair value, discount for lack of marketability, sale restrictions, related party, Megapack, December 2026 https://aiswingx.com/ko/p/meta-litigation-calendar-2026-10aiSwingXko2026-09-22T16:06:11.515347+00:00메타 10-Q 소송 절의 날짜들 — 10월 28일 배심 재판 두 건메타, Meta Platforms, META, 10-Q, 소송, 청소년, 배심 재판, 뉴멕시코, 민사벌, 다중지구 소송, MDL, 2026년 10월 28일 https://aiswingx.com/p/meta-litigation-calendar-2026-10aiSwingXen2026-09-22T16:06:11.482437+00:00The dates in Meta's Q2 10-Q legal section — two jury trials on October 28, after verdicts of $6m and $375mMeta Platforms, META, 10-Q, litigation, bellwether trial, New Mexico, civil penalty, multidistrict litigation, MDL, youth, October 28 2026 https://aiswingx.com/ko/p/rddt-dau-reporting-2026-09aiSwingXko2026-09-22T16:02:30.753577+00:00레딧, 9월 30일 분기부터 로그인 이용자 수를 따로 공시하지 않는다레딧, Reddit, RDDT, 10-Q, DAUq, 일간 순방문자, 로그인, 비로그인, 지표 변경, ARPU, 검색 트래픽, 2026년 9월 30일 https://aiswingx.com/p/rddt-dau-reporting-2026-09aiSwingXen2026-09-22T16:02:30.718509+00:00Reddit stops reporting logged-in users from the September 30 quarterReddit, RDDT, 10-Q, DAUq, daily active uniques, logged-in, logged-out, metric change, ARPU, search traffic, September 30 2026 https://aiswingx.com/ko/p/gme-btc-calls-2026-09aiSwingXko2026-09-22T15:57:18.593487+00:00게임스탑, 비트코인 2,000개에 판 7만달러 콜옵션 9월 25일 만기게임스탑, GameStop, GME, 10-Q, 커버드콜, 비트코인, 코인베이스, 담보, 재담보, 디지털자산 채권, 파생부채, 행사가, 2026년 9월 25일 https://aiswingx.com/p/gme-btc-calls-2026-09aiSwingXen2026-09-22T15:57:18.544635+00:00GameStop's $70,000 calls on 2,000 bitcoin expire September 25 — the company paid $106,157 a coinGameStop, GME, 10-Q, covered call, bitcoin, Coinbase, collateral, rehypothecation, digital assets receivable, derivative liability, strike price, September 25 2026 https://aiswingx.com/ko/p/calendar-2026-09-22aiSwingXko2026-09-22T14:17:55.436740+00:00이번 2주, 공시가 미리 적어 둔 날짜 16건공시 일정, 미국 주식 일정, 2026년 9월, 게임스탑 비트코인, 레딧 DAU, 코어위브 DDTL, 브로드컴 배당, 오라클 배당, 슈퍼마이크로 투자등급, 전환사채 전환 기간, aiSwingX 캘린더 https://aiswingx.com/p/calendar-2026-09-22aiSwingXen2026-09-22T14:17:55.419459+00:0016 dates the filings already set for the next two weeksfiling calendar, US stocks calendar, September 2026, GameStop bitcoin, Reddit DAU, CoreWeave DDTL, Broadcom dividend, Oracle dividend, Super Micro investment grade, convertible note conversion window, aiSwingX https://aiswingx.com/ko/p/anet-2026q2aiSwingXko2026-09-22T13:26:18.505619+00:00아리스타, 아직 매출로 잡지 않은 돈 68억6590만달러 — 분기 매출의 2.3배아리스타, Arista Networks, ANET, 10-Q, 2026년 2분기, 이연매출, 계약부채, 잔여 이행의무, 매출채권, 재고, 고객 집중, AI 네트워킹, 영업활동 현금흐름 https://aiswingx.com/p/anet-2026q2aiSwingXen2026-09-22T13:26:18.441051+00:00Arista is holding $6,865.9m it has not yet booked as revenue — 2.3 quarters of salesArista Networks, ANET, 10-Q, Q2 2026, deferred revenue, contract liabilities, remaining performance obligations, receivables, inventory, customer concentration, AI networking, operating cash flow https://aiswingx.com/ko/p/tem-2026q2aiSwingXko2026-09-22T13:21:24.108494+00:00템퍼스AI 첫 분기 순이익 564만달러, 영업 밖에서 나왔다템퍼스AI, Tempus AI, TEM, 10-Q, 2026년 2분기, 기타수익, 상장주식 평가이익, 공정가치, 매출채권, 주식보상, 채무상환손실, 영업활동 현금흐름, 유전체 검사, 데이터 https://aiswingx.com/p/tem-2026q2aiSwingXen2026-09-22T13:21:24.053975+00:00Tempus AI's first quarterly profit of $5.6m came from below the operating lineTempus AI, TEM, 10-Q, Q2 2026, other income, marketable equity securities, fair value, receivables, stock-based compensation, debt extinguishment, operating cash flow, genomics, data licensing https://aiswingx.com/ko/p/hims-2026q2aiSwingXko2026-09-22T13:15:30.703429+00:00힘스앤허스, 받을 돈 3억7529만달러 중 3억4740만달러가 '제조사 리베이트'힘스앤허스, Hims Hers, HIMS, 10-Q, 2026년 2분기, 제조사 리베이트, 매출채권, 매입채무, 재고 원가, 매출총이익률, 유칼립투스, Eucalyptus, GLP-1, 구조조정, 전환사채, 구독자 https://aiswingx.com/p/hims-2026q2aiSwingXen2026-09-22T13:15:30.578124+00:00Hims & Hers is owed $375.3m, and $347.4m of it is manufacturer rebatesHims and Hers, HIMS, 10-Q, Q2 2026, manufacturer rebates, receivables, accounts payable, inventory cost, gross margin, Eucalyptus, GLP-1, restructuring, convertible notes, subscribers https://aiswingx.com/ko/p/gme-fy26q2aiSwingXko2026-09-22T03:52:03.106686+00:00게임스탑, 비트코인 4710개 중 4709개를 코인베이스 담보로 넘겨 장부에서 지웠다게임스탑, GameStop, GME, 10-Q, 비트코인, 코인베이스, 담보, 재담보, 커버드콜, 디지털 자산 수취채권, 이베이, eBay, 지분 9.8%, 인수 제안, 전환사채, 교환 계약, 라이언 코언 https://aiswingx.com/p/gme-fy26q2aiSwingXen2026-09-22T03:52:03.049804+00:00GameStop pledged 4,709 of its 4,710 bitcoin to Coinbase and took them off its booksGameStop, GME, 10-Q, bitcoin, Coinbase, collateral, rehypothecation, covered calls, digital assets receivable, eBay, 9.8% stake, acquisition proposal, convertible notes, exchange agreements, Ryan Cohen https://aiswingx.com/ko/p/mrvl-fy27q2aiSwingXko2026-09-22T03:47:09.937565+00:00마벨, 한 고객에게 발행주식 6.7% 규모 워런트 부여 — 행사가 206.58달러마벨, Marvell, MRVL, 10-Q, FY2027, 고객 워런트, 후속 사건, 매출 차감, 셀레스티얼 AI, 조건부 대가, 엔비디아 우선주, 전환우선주, 주식보상, 유통사, 데이터센터, 커스텀 XPU https://aiswingx.com/p/mrvl-fy27q2aiSwingXen2026-09-22T03:47:09.878891+00:00Marvell granted a customer a warrant for 6.7% of its shares, at $206.58Marvell, MRVL, 10-Q, fiscal 2027, customer warrant, subsequent event, revenue reduction, Celestial AI, contingent consideration, NVIDIA preferred stock, convertible preferred, stock-based compensation, distributors, data center, custom XPU https://aiswingx.com/ko/p/crwd-fy27q2aiSwingXko2026-09-22T03:40:41.844886+00:00크라우드스트라이크, 상각 기간 4년→5년 변경으로 분기 비용 2550만달러 감소크라우드스트라이크, CrowdStrike, CRWD, 10-Q, FY2027, 회계 추정 변경, 판매수수료, 이연 계약획득비용, 주식보상, ARR, 법무부, SEC, 7월 19일 사고, SGNL, Seraphic, 팔콘 https://aiswingx.com/p/crwd-fy27q2aiSwingXen2026-09-22T03:40:41.794345+00:00CrowdStrike's longer amortization period cut Q2 expense by $25.5mCrowdStrike, CRWD, 10-Q, fiscal 2027, change in accounting estimate, sales commissions, deferred contract acquisition costs, stock-based compensation, ARR, DOJ, SEC, July 19 Incident, SGNL, Seraphic, Falcon https://aiswingx.com/ko/p/app-2026q2aiSwingXko2026-09-22T03:36:22.915947+00:00앱러빈, 상반기 법인세로 낸 현금 6억4000만달러 — 1년 전의 6.4배앱러빈, AppLovin, APP, 10-Q, 2026년 2분기, 법인세 현금 납부, 영업활동 현금흐름, 매출채권, 자사주 매입, 트리플닷, Tripledot, 특수관계자, 지분법, 광고 플랫폼, AXON https://aiswingx.com/p/app-2026q2aiSwingXen2026-09-22T03:36:22.876591+00:00AppLovin paid $640m of cash income taxes in the first half — 6.4 times a year earlierAppLovin, APP, 10-Q, Q2 2026, cash taxes paid, operating cash flow, accounts receivable, buybacks, Tripledot, related party, equity method, ad platform, AXON https://aiswingx.com/ko/p/oklo-2026q2aiSwingXko2026-09-21T21:37:13.803308+00:00오클로, 반년 만에 신주 2310만주로 18억5000만달러 조달오클로, Oklo, OKLO, 10-Q, 2026년 2분기, ATM, 신주 발행, 희석, 소형 원자로, SMR, 오로라, 메타, 선지급, 센트러스, HALEU, 첫 매출, 현금 소진 https://aiswingx.com/p/oklo-2026q2aiSwingXen2026-09-21T21:37:13.751012+00:00Oklo raised $1.85bn selling 23.1m new shares in six monthsOklo, OKLO, 10-Q, Q2 2026, ATM, share issuance, dilution, small modular reactor, SMR, Aurora, Meta, prepayment, Centrus, HALEU, first revenue, cash burn https://aiswingx.com/ko/p/asts-2026q2aiSwingXko2026-09-21T21:33:45.162052+00:00AST 스페이스모바일, 한 분기 설비투자 5억9800만달러에 매출 1380만달러AST 스페이스모바일, AST SpaceMobile, ASTS, 10-Q, 2026년 2분기, 설비투자, 위성, BlueBird, BB7, 발사 실패, 전환사채, 리가도, 스펙트럼, 주식보상, 현금 소진, 직접 통신 https://aiswingx.com/p/asts-2026q2aiSwingXen2026-09-21T21:33:45.107105+00:00AST SpaceMobile spent $598m on capex in a quarter against $13.8m of revenueAST SpaceMobile, ASTS, 10-Q, Q2 2026, capex, satellites, BlueBird, BB7, launch failure, convertible notes, Ligado, spectrum, stock-based compensation, cash burn, direct-to-device https://aiswingx.com/ko/p/vrt-2026q2aiSwingXko2026-09-21T21:30:02.296946+00:00버티브, 고객이 미리 낸 돈 6개월 만에 18억 → 36억달러버티브, Vertiv, VRT, 10-Q, 2026년 2분기, 이연수익, 선수금, 영업현금흐름, 데이터센터, 냉각, 전력, 재고, 인수, AI 인프라, 관세 환급 https://aiswingx.com/p/vrt-2026q2aiSwingXen2026-09-21T21:30:02.218520+00:00Vertiv's customer prepayments doubled in six months, $1.8bn to $3.6bnVertiv, VRT, 10-Q, Q2 2026, deferred revenue, customer prepayments, operating cash flow, data center, cooling, power, inventory, acquisitions, AI infrastructure, tariff refund https://aiswingx.com/ko/p/rddt-2026q2aiSwingXko2026-09-21T21:26:44.919891+00:00레딧, 세전이익 2억5700만달러에 법인세 400만달러 — 실효세율 1.6%레딧, Reddit, RDDT, 10-Q, 2026년 2분기, 평가충당금, 이연법인세자산, 실효세율, 세금 이익, 일회성, 주식보상, 자사주 매입, 광고 매출, 데이터 라이선스, DAUq https://aiswingx.com/p/rddt-2026q2aiSwingXen2026-09-21T21:26:44.854838+00:00Reddit paid $4m of tax on $257m of pre-tax profit — 1.6%Reddit, RDDT, 10-Q, Q2 2026, valuation allowance, deferred tax assets, effective tax rate, tax benefit, one-off, stock-based compensation, buybacks, advertising revenue, data licensing, DAUq https://aiswingx.com/ko/p/dell-fy27q2aiSwingXko2026-09-21T21:23:25.479378+00:00델, 6개월 만에 재고 104억 → 213억달러델, Dell, DELL, 10-Q, FY2027, 재고, 매입채무, 영업현금흐름, 자사주 매입, AI 서버, 부품 인플레이션, 수주잔고, RPO, 자기자본 마이너스, ISG https://aiswingx.com/p/dell-fy27q2aiSwingXen2026-09-21T21:23:25.413949+00:00Dell's inventory doubled in six months, $10.4bn to $21.3bnDell, DELL, 10-Q, fiscal 2027, inventory, accounts payable, operating cash flow, buybacks, AI servers, component inflation, backlog, RPO, negative equity, ISG https://aiswingx.com/ko/p/crcl-2026q2aiSwingXko2026-09-21T21:20:16.189622+00:00서클, 준비금 이자 6억6800만달러 중 3억2500만달러를 코인베이스에서클, Circle, CRCL, USDC, 10-Q, 2026년 2분기, 준비금 수입, 코인베이스, 유통 비용, 스테이블코인, 준비금 수익률, 금리, 바이낸스 https://aiswingx.com/p/crcl-2026q2aiSwingXen2026-09-21T21:20:16.118006+00:00Circle paid $325m of its $668m reserve interest to CoinbaseCircle, CRCL, USDC, 10-Q, Q2 2026, reserve income, Coinbase, distribution costs, stablecoin, reserve return rate, interest rates, Binance https://aiswingx.com/ko/p/orcl-fy27q1aiSwingXko2026-09-21T19:27:52.800661+00:00오라클, 한 분기 설비투자 285억달러를 신주 199억달러로 메웠다오라클, Oracle, ORCL, 10-Q, FY2027, 설비투자, ATM, 신주 발행, 고객 선수금, 금융요소, RPO, 잔여 이행의무, 차입금, 이자비용, OCI, 클라우드, 데이터센터 https://aiswingx.com/p/orcl-fy27q1aiSwingXen2026-09-21T19:27:52.746299+00:00Oracle funded $28.5bn of quarterly capex by selling $19.9bn of new sharesOracle, ORCL, 10-Q, fiscal 2027, capex, ATM, share issuance, customer prepayments, financing component, RPO, remaining performance obligations, borrowings, interest expense, OCI, cloud, data centers https://aiswingx.com/ko/p/rivn-2026q2aiSwingXko2026-09-21T19:23:12.328560+00:00리비안 2분기 매출총이익 1억7900만달러 — 차 판매만 보면 1억4400만달러 손해리비안, Rivian, RIVN, 10-Q, 2026년 2분기, 폭스바겐, 합작, 소프트웨어 매출, 규제 크레딧, 매출총이익, 자동차 부문, 이연수익, R2, 전기차, 순손실 https://aiswingx.com/p/rivn-2026q2aiSwingXen2026-09-21T19:23:12.275879+00:00Inside Rivian's $179m gross profit: the vehicles themselves lost $144mRivian, RIVN, 10-Q, Q2 2026, Volkswagen, joint venture, software revenue, regulatory credits, gross profit, automotive segment, deferred revenue, R2, electric vehicles, net loss https://aiswingx.com/ko/p/lcid-2026q2aiSwingXko2026-09-21T19:19:24.043360+00:00루시드, 차 1달러어치 팔 때 원가 2.05달러루시드, Lucid, LCID, 10-Q, 2026년 2분기, 매출원가, 매출총손실, 현금 소진, PIF, 아야르, 사우디 국부펀드, DDTL, 우선주, 우버, 관련 당사자, 그래비티, 전기차 https://aiswingx.com/p/lcid-2026q2aiSwingXen2026-09-21T19:19:23.962890+00:00Lucid spends $2.05 to make every $1 of salesLucid, LCID, 10-Q, Q2 2026, cost of revenue, gross loss, cash burn, PIF, Ayar, Saudi sovereign wealth fund, DDTL, preferred stock, Uber, related party, Gravity, electric vehicles https://aiswingx.com/ko/p/brkb-2026q2aiSwingXko2026-09-21T19:14:18.399320+00:00버크셔, 상반기 자사주 48억달러 매입 — 대부분 2분기에버크셔 해서웨이, Berkshire Hathaway, BRK-B, BRK.B, 10-Q, 2026년 2분기, 자사주 매입, 내재가치, 현금, 단기국채, 투자 평가이익, 알파벳, 애플, 아멕스, 옥시켐, 테일러모리슨, 보험 플로트, 그레그 에이블 https://aiswingx.com/p/brkb-2026q2aiSwingXen2026-09-21T19:14:18.340915+00:00Berkshire bought back $4.8bn of stock in the first half, mostly in Q2Berkshire Hathaway, BRK-B, BRK.B, 10-Q, Q2 2026, buybacks, intrinsic value, cash, Treasury bills, investment gains, Alphabet, Apple, American Express, OxyChem, Taylor Morrison, insurance float, Greg Abel https://aiswingx.com/ko/p/joby-2026q2aiSwingXko2026-09-21T18:10:48.008575+00:00조비, 자사 eVTOL 제조회사 지분 51%를 도요타에조비, Joby Aviation, JOBY, 10-Q, 2026년 2분기, 도요타, 합작사, JTAMPC, eVTOL, 블레이드, 승객 운송, 전환사채, 워런트, 언아웃, 주식보상, 현금 소진 https://aiswingx.com/p/joby-2026q2aiSwingXen2026-09-21T18:10:47.951884+00:00Joby gave Toyota 51% of the company that will build its eVTOLJoby Aviation, JOBY, 10-Q, Q2 2026, Toyota, joint venture, JTAMPC, eVTOL, Blade, passenger transport, convertible notes, warrants, earnout, stock-based compensation, cash burn https://aiswingx.com/ko/p/snow-fy27q2aiSwingXko2026-09-21T18:07:07.814797+00:00스노우플레이크 수주잔고 두 분기 연속 감소, 97억7000만 → 90억달러스노우플레이크, Snowflake, SNOW, 10-Q, FY2027, RPO, 잔여 이행의무, 주식보상, 영업현금흐름, 잉여현금흐름, AI 약정, 클라우드 인프라 약정, 전환사채, 순매출유지율 https://aiswingx.com/p/snow-fy27q2aiSwingXen2026-09-21T18:07:07.756171+00:00Snowflake's backlog fell for a second straight quarter, $9.77bn to $9.00bnSnowflake, SNOW, 10-Q, fiscal 2027, RPO, remaining performance obligations, stock-based compensation, operating cash flow, free cash flow, AI commitment, cloud infrastructure commitment, convertible notes, net revenue retention https://aiswingx.com/ko/p/mu-fy26q3aiSwingXko2026-09-21T18:00:41.131725+00:00마이크론, 고객들이 메모리 확보에 현금 예치금 180억달러를 미리 낸다마이크론, Micron, MU, 10-Q, FY2026, 고객 예치금, 전략 고객 계약, 매출채권, 총이익률, HBM, DRAM, 메모리, 설비투자, 채무 조기상환, 잔여 이행의무 https://aiswingx.com/p/mu-fy26q3aiSwingXen2026-09-21T18:00:41.069976+00:00Micron's customers will put down $18bn of cash deposits to lock in memory supplyMicron, MU, 10-Q, fiscal 2026, customer deposits, strategic customer agreements, receivables, gross margin, HBM, DRAM, memory, capex, debt prepayment, remaining performance obligations https://aiswingx.com/ko/p/unh-2026q2aiSwingXko2026-09-21T17:50:48.855030+00:00유나이티드헬스, 지난해 의료비 추정 과다분 12억5000만달러를 되돌렸다유나이티드헬스, UnitedHealth, UNH, 10-Q, 2026년 2분기, 의료비 지급준비금, 준비금 발전, 의료비율, MCR, 손실계약 준비금, 메디케어 어드밴티지, 정부 조사, 옵텀, 자사주 https://aiswingx.com/p/unh-2026q2aiSwingXen2026-09-21T17:50:48.793540+00:00UnitedHealth released $1.25bn of last year's claim reserves into first-half earningsUnitedHealth, UNH, 10-Q, Q2 2026, medical costs payable, reserve development, medical care ratio, MCR, loss-contract reserves, Medicare Advantage, government investigations, Optum, buybacks https://aiswingx.com/ko/p/lly-2026q2aiSwingXko2026-09-21T17:47:32.603115+00:00일라이릴리, 2분기 미국 매출의 3%는 과거 리베이트 추정을 되돌린 것일라이릴리, Eli Lilly, LLY, 10-Q, 2026년 2분기, 리베이트, 할인, 추정 변경, 마운자로, 젭바운드, GLP-1, 약가, 메디케어 브리지, IPR&D, 인수, 총-순 매출 https://aiswingx.com/p/lly-2026q2aiSwingXen2026-09-21T17:47:32.547829+00:003% of Eli Lilly's US revenue came from revising rebate estimates on earlier shipmentsEli Lilly, LLY, 10-Q, Q2 2026, rebates, discounts, change in estimate, Mounjaro, Zepbound, GLP-1, drug pricing, Medicare Bridge, IPR&D, acquisitions, gross-to-net https://aiswingx.com/ko/p/uber-2026q2aiSwingXko2026-09-21T17:44:04.168738+00:00우버 2분기 순이익 24억달러 중 16억달러는 보유 지분 평가이익우버, Uber, UBER, 10-Q, 2026년 2분기, 딜리버리히어로, 인수, 오로라, 디디, 그랩, 라임, 평가이익, 기타손익, 총예약, 자사주 매입, 자율주행 https://aiswingx.com/p/uber-2026q2aiSwingXen2026-09-21T17:44:04.107261+00:00$1.6bn of Uber's $2.4bn second-quarter profit is a mark-up on stakes it holdsUber, UBER, 10-Q, Q2 2026, Delivery Hero, acquisition, Aurora, Didi, Grab, Lime, unrealized gain, other income, gross bookings, buybacks, autonomous