https://aiswingx.com/ko/p/smtc-fy27q2aiSwingXko2026-09-23T19:34:35.205623+00:00셈테크 영업이익 2580만달러, 주식보상 2640만달러 — 주식으로 치른 값이 더 컸다셈테크, Semtech, SMTC, 10-Q, 주식보상, 영업이익, 실효세율, 영업권, 장기부채, 반도체 https://aiswingx.com/p/smtc-fy27q2aiSwingXen2026-09-23T19:34:35.146564+00:00Semtech's $26.4m of stock compensation exceeds its $25.8m operating incomeSemtech, SMTC, 10-Q, share-based compensation, operating income, effective tax rate, goodwill, long-term debt, semiconductors https://aiswingx.com/ko/p/cvna-2026q2aiSwingXko2026-09-23T19:31:27.408586+00:00카바나 자본 40억3000만달러 중 29억7000만달러가 이연법인세자산 — 73.7%카바나, Carvana, CVNA, 10-Q, 이연법인세자산, 자본총계, 재고자산, 이자비용, 중고차, 법인세 환입 https://aiswingx.com/p/cvna-2026q2aiSwingXen2026-09-23T19:31:27.361940+00:00Carvana: $2.97bn of its $4.03bn equity is a deferred tax asset, or 73.7%Carvana, CVNA, 10-Q, deferred tax asset, total equity, inventory, interest expense, used cars, tax benefit https://aiswingx.com/ko/p/bbai-2026q2aiSwingXko2026-09-23T19:28:26.178216+00:00빅베어에이아이 현금 3630만달러 — 1년 전 3억9080만달러에서 90.7% 줄었다빅베어에이아이, BigBear.ai, BBAI, 10-Q, 현금, 전환사채, 자본총계, 매출채권, 영업권, 인공지능 https://aiswingx.com/p/bbai-2026q2aiSwingXen2026-09-23T19:28:26.102150+00:00BigBear.ai holds $36.3m of cash, down 90.7% from $390.8m a year earlierBigBear.ai, BBAI, 10-Q, cash, convertible notes, equity, accounts receivable, goodwill, artificial intelligence https://aiswingx.com/ko/p/net-2026q2aiSwingXko2026-09-23T19:25:28.760326+00:00클라우드플레어, 매출 9% 늘 때 영업손실은 3.3배 — 6200만에서 2억570만달러로클라우드플레어, Cloudflare, NET, 10-Q, 영업손실, 주식보상, 영업권, 인수, 이연수익, CDN, 보안 https://aiswingx.com/p/net-2026q2aiSwingXen2026-09-23T19:25:28.707181+00:00Cloudflare's revenue grew 9% and its operating loss tripled — $62.0m to $205.7mCloudflare, NET, 10-Q, operating loss, share-based compensation, goodwill, acquisition, deferred revenue, CDN, security https://aiswingx.com/ko/p/ddog-2026q2aiSwingXko2026-09-23T19:20:16.762157+00:00데이터독, 영업이익 545만달러에 영업활동 현금 3억1590만달러 — 58배 차이데이터독, Datadog, DDOG, 10-Q, 주식보상, 영업이익률, 영업활동 현금흐름, 매출채권, 이연수익, 관측 가능성 https://aiswingx.com/p/ddog-2026q2aiSwingXen2026-09-23T19:20:16.709768+00:00Datadog earned $5.5m from operations and collected $315.9m — a gap of 58 timesDatadog, DDOG, 10-Q, share-based compensation, operating margin, operating cash flow, receivables, deferred revenue, observability https://aiswingx.com/ko/p/soun-2026q2aiSwingXko2026-09-23T19:17:34.152936+00:00사운드하운드, 분기 매출 1120만달러에 주식보상 2060만달러 — 매출의 1.8배사운드하운드, SoundHound, SOUN, 10-Q, 주식보상, 희석, 음성 AI, 영업손실, 현금 소진, 누적결손금 https://aiswingx.com/p/soun-2026q2aiSwingXen2026-09-23T19:17:34.108597+00:00SoundHound booked $11.2m of revenue and $20.6m of stock compensation — 1.8 times what it soldSoundHound, SOUN, 10-Q, share-based compensation, dilution, voice AI, operating loss, cash burn, accumulated deficit https://aiswingx.com/ko/p/stx-fy2026aiSwingXko2026-09-23T19:10:58.446906+00:00시게이트, 매출 34% 늘 때 연구개발비 증가는 4.3% — 영업활동 현금은 3.4배시게이트, Seagate, STX, 10-K, 연구개발비, 영업활동 현금흐름, 자본잠식, HAMR, 하드디스크, 고객 집중, 설비투자 https://aiswingx.com/p/stx-fy2026aiSwingXen2026-09-23T19:10:58.406835+00:00Seagate's revenue grew 34% and its R&D spend grew 4.3% — cash from operations went up 3.4 timesSeagate, STX, 10-K, research and development, operating cash flow, negative equity, HAMR, hard drives, customer concentration, capital expenditure https://aiswingx.com/ko/p/team-fy2026aiSwingXko2026-09-23T19:07:18.124597+00:00아틀라시안, 매출 65억7231만달러에 영업이익 1035만달러 — 주식보상은 16억657만달러아틀라시안, Atlassian, TEAM, 10-K, 주식보상, 영업이익률, 자사주 매입, 매출채권, 이중 클래스 주식, 협업 소프트웨어 https://aiswingx.com/p/team-fy2026aiSwingXen2026-09-23T19:07:18.074806+00:00Atlassian earned $10.4m from operations on $6,572.3m of revenue — stock compensation was $1,606.6mAtlassian, TEAM, 10-K, share-based compensation, operating margin, buybacks, receivables, dual class shares, collaboration software 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