https://aiswingx.com/ko/p/asts-note-repurchase-2026q2aiSwingXko2026-09-25T22:06:14.740461+00:00AST 스페이스모바일, 원금 2억9650만달러 되사는 데 6억1420만달러AST 스페이스모바일, AST SpaceMobile, ASTS, 10-Q, 전환사채, 유도전환, 재매입, 위성, 자본조달 https://aiswingx.com/p/asts-note-repurchase-2026q2aiSwingXen2026-09-25T22:06:14.654103+00:00AST SpaceMobile paid $614.2m to retire $296.5m of convertible notesAST SpaceMobile, ASTS, 10-Q, convertible notes, induced conversion, repurchase, satellites, financing https://aiswingx.com/ko/p/bbai-liquidity-2026q2aiSwingXko2026-09-25T21:38:21.793584+00:00빅베어에이아이 현금 3630만달러, 회사가 적은 총유동성은 4억980만달러빅베어에이아이, BigBear.ai, BBAI, 10-Q, 유동성, 매도가능 투자, 국채, 회사채, 전환사채 https://aiswingx.com/p/bbai-liquidity-2026q2aiSwingXen2026-09-25T21:38:21.689428+00:00BigBear.ai holds $36.3m of cash and states total liquidity of $409.8mBigBear.ai, BBAI, 10-Q, liquidity, available-for-sale investments, Treasury securities, corporate bonds, convertible notes https://aiswingx.com/ko/p/spcx-related-party-2026q2aiSwingXko2026-09-25T21:33:55.132674+00:00스페이스X, 이사 관련사 리스 부채 133억2900만달러 — 총차입의 33.9%스페이스X, SpaceX, SPCX, 10-Q, 특수관계자, 차입금, 실패한 매각 후 리스, AI 인프라, 이자비용 https://aiswingx.com/p/spcx-related-party-2026q2aiSwingXen2026-09-25T21:33:55.054503+00:00SpaceX: $13,329m of its debt is owed under leases with a director's firmSpaceX, SPCX, 10-Q, related party, debt, failed sale-leaseback, AI infrastructure, interest expense, Valor Equity Partners https://aiswingx.com/ko/p/stx-receivables-fy2026aiSwingXko2026-09-25T21:29:07.167060+00:00시게이트 매출채권 15억3400만달러, 그중 44%가 세 고객에게 있다시게이트, Seagate, STX, 10-K, 매출채권, 고객 집중, 신용위험, 하드디스크, 현금흐름 https://aiswingx.com/p/stx-receivables-fy2026aiSwingXen2026-09-25T21:29:07.093245+00:00Seagate: three customers hold 44% of the $1,534m receivable balanceSeagate, STX, 10-K, accounts receivable, customer concentration, credit risk, hard drives, cash flow https://aiswingx.com/ko/p/cohr-pretax-fy2026aiSwingXko2026-09-25T21:24:51.879822+00:00코히런트 세전이익 8억4773만달러 중 1억9813만달러가 매각 차익코히런트, Coherent, COHR, 10-K, 세전이익, 사업 매각, 실효세율, 기타수익, 광통신, 데이터센터 https://aiswingx.com/p/cohr-pretax-fy2026aiSwingXen2026-09-25T21:24:51.778772+00:00Coherent: $198m of the $848m pre-tax profit came from two salesCoherent, COHR, 10-K, pre-tax earnings, gain on sale of business, effective tax rate, other income, optical components, data centre https://aiswingx.com/ko/p/crwd-acquisition-fy27q2aiSwingXko2026-09-25T21:02:57.352132+00:00크라우드스트라이크 반년 자산 증가 9억3800만달러 중 8억8800만달러가 영업권크라우드스트라이크, CrowdStrike, CRWD, 10-Q, 영업권, 인수, 무형자산, 자사주 매입, 사이버보안 https://aiswingx.com/p/crwd-acquisition-fy27q2aiSwingXen2026-09-25T21:02:57.284542+00:00Goodwill is $888m of the $938m CrowdStrike added to its balance sheet in six monthsCrowdStrike, CRWD, 10-Q, goodwill, acquisitions, intangible assets, share repurchases, cybersecurity https://aiswingx.com/ko/p/team-buyback-fy2026aiSwingXko2026-09-25T20:59:43.170032+00:00아틀라시안, 영업 현금 13억5300만달러에 자사주 18억달러 매입 — 현금은 반토막아틀라시안, Atlassian, TEAM, 10-K, 자사주 매입, 영업활동 현금, 주식보상, 누적결손금, 협업 소프트웨어 https://aiswingx.com/p/team-buyback-fy2026aiSwingXen2026-09-25T20:59:43.067433+00:00Atlassian bought back $1.8bn of stock on $1.35bn of operating cashAtlassian, TEAM, 10-K, share repurchases, cash from operations, share-based compensation, accumulated deficit, collaboration software https://aiswingx.com/ko/p/cvna-cash-vs-profit-2026q2aiSwingXko2026-09-25T20:56:56.036698+00:00카바나 상반기 순이익 5억6000만달러, 영업활동 현금은 3억4500만달러카바나, Carvana, CVNA, 10-Q, 영업활동 현금, 재고자산, 주식보상, 순이익, 중고차 https://aiswingx.com/p/cvna-cash-vs-profit-2026q2aiSwingXen2026-09-25T20:56:55.948329+00:00Carvana earned $560m in the first half and collected $345m in cashCarvana, CVNA, 10-Q, cash from operations, inventory, share-based compensation, net income, used cars https://aiswingx.com/ko/p/crwv-capex-2026q2aiSwingXko2026-09-25T19:59:49.582582+00:00코어위브, 반년 설비투자 141억달러 — 같은 기간 매출의 3배코어위브, CoreWeave, CRWV, 10-Q, 설비투자, 잉여현금흐름, 운용리스, 자본총계, 데이터센터, 인공지능 https://aiswingx.com/p/crwv-capex-2026q2aiSwingXen2026-09-25T19:59:49.507903+00:00CoreWeave spent $14.1bn on equipment in six months, three times what it soldCoreWeave, CRWV, 10-Q, capital spending, free cash flow, operating leases, total equity, data centre, artificial intelligence https://aiswingx.com/ko/p/intc-tax-shield-2026q2aiSwingXko2026-09-24T19:39:40.250909+00:00인텔, 세전손실 108억달러를 내고도 법인세 2900만달러를 냈다인텔, Intel, INTC, 10-Q, 실효세율, 평가충당금, 이연법인세자산, 세전손실, 구조조정, 반도체 https://aiswingx.com/p/intc-tax-shield-2026q2aiSwingXen2026-09-24T19:39:40.179343+00:00Intel lost $10.8bn before tax and still recorded $29m of income taxIntel, INTC, 10-Q, effective tax rate, valuation allowance, deferred tax assets, pre-tax loss, restructuring, semiconductors