https://aiswingx.com/ko/p/orcl-fy27q1aiSwingXko2026-09-21T19:27:52.800661+00:00오라클, 한 분기에 신주 199억달러·고객 선수금 114억달러를 받아 설비투자 285억달러를 냈다… 부채 1253억달러, 분기 이자 14억달러오라클, 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 sold $19.9bn of new shares and took $11.4bn of customer prepayments in one quarter to fund $28.5bn of capex — debt $125bn, quarterly interest $1.4bnOracle, 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 1억7900만달러의 정체 — 차는 1억4400만달러 손해, 폭스바겐 소프트웨어 2억1500만달러와 규제 크레딧 1억800만달러로 메웠다리비안, 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 lost $144m, and Volkswagen software ($215m) plus regulatory credits ($108m) covered itRivian, 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 2.05달러… 2분기 매출 4억달러에 매출원가 8억3200만달러, 사우디 국부펀드가 4월 이후 18억5000만달러 더 댔다루시드, 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 sales — Q2 revenue $405m, cost of revenue $832m — and Saudi Arabia's PIF has put in another $1.85bn since AprilLucid, 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 2분기, B주 평균 476~488달러… 2분기 순이익 257억달러의 절반은 주식 평가이익버크셔 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 Q2, at $476–$488 per B share — and half of its $25.7bn quarterly profit is marks on its stock portfolioBerkshire 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 을 만들 제조회사의 지분 51%를 도요타에… 2분기 매출 3900만달러는 전부 헬기 예약(블레이드), 분기 손실 2억4500만달러조비, 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 eVTOL — its $39m of Q2 revenue is all helicopter bookings (Blade), with a $245m quarterly lossJoby 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 → 90억달러… 분기 영업현금 9100만달러에 주식보상은 4억2400만달러스노우플레이크, 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 → $9.00bn — quarterly operating cash flow $91m against $424m of stock-based compensationSnowflake, 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 확보 위해 현금 예치금 180억달러를 미리 내기로… 분기 매출 415억달러(4.5배)에 받을 돈은 269억달러마이크론, 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 supply — quarterly revenue $41.5bn (4.5×), with $26.9bn still to be collectedMicron, 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, 상반기 의료비에서 '지난해 청구 추정치 과다분' 12억5000만달러를 되돌렸다… 1년 전의 3.9배, 의료비율 86.7%유나이티드헬스, 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 medical-claim reserves into first-half earnings — 3.9 times a year earlier, with the medical care ratio at 86.7%UnitedHealth, 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%(약 4억3000만달러)는 과거 출하분 리베이트 추정을 되돌린 것… 리베이트 부채 211억달러, 미국 판매가 −3%·해외 −36%일라이릴리, 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+00:00Eli Lilly: 3% of U.S. revenue (about $430m) came from revising rebate estimates on earlier shipments — rebate liability $21.1bn, prices −3% in the U.S. and −36% abroadEli 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 평가이익… 딜리버리히어로 148억달러 인수 제안, 오로라 지분 61%는 담보우버, 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 holds — a $14.8bn bid for Delivery Hero, and 61% of its Aurora shares are pledgedUber, UBER, 10-Q, Q2 2026, Delivery Hero, acquisition, Aurora, Didi, Grab, Lime, unrealized gain, other income, gross bookings, buybacks, autonomous https://aiswingx.com/ko/p/avgo-fy26q3aiSwingXko2026-09-21T17:41:07.509023+00:00브로드컴, 고객의 AI 서버 임대료를 최대 290억달러까지 대신 보증… 유통사 한 곳이 분기 매출의 50%브로드컴, Broadcom, AVGO, 10-Q, FY2026, 백스톱, 보증, AI XPV, 임대, 고객 집중, 유통사, 수주잔고, 구매 약정, XPU, AI 가속기, 프론티어 AI 랩 https://aiswingx.com/p/avgo-fy26q3aiSwingXen2026-09-21T17:41:07.447703+00:00Broadcom has guaranteed up to $29bn of a customer's AI-rack lease payments — and one distributor is 50% of quarterly revenueBroadcom, AVGO, 10-Q, fiscal 2026, backstop, guarantee, AI XPV, lease, customer concentration, distributor, RPO, purchase commitments, XPU, AI accelerators, frontier AI labs https://aiswingx.com/ko/p/nflx-2026q2aiSwingXko2026-09-21T17:29:32.556971+00:00넷플릭스 상반기 순이익 87억달러 중 28억달러는 워너 인수 무산 위약금… 2분기 자사주 매입 47억달러는 영업현금의 2.7배넷플릭스, Netflix, NFLX, 10-Q, 2026년 2분기, 위약금, 워너브러더스, 파라마운트, 자사주 매입, 영업현금흐름, 콘텐츠 지출, 콘텐츠 의무, 스트리밍 https://aiswingx.com/p/nflx-2026q2aiSwingXen2026-09-21T17:29:32.499073+00:00Netflix's $8.7bn first-half profit includes a $2.8bn break-up fee from the failed Warner deal — and Q2 buybacks of $4.7bn were 2.7 times operating cash flowNetflix, NFLX, 10-Q, Q2 2026, termination fee, Warner Bros. Discovery, Paramount Skydance, buybacks, operating cash flow, content spend, content obligations, streaming https://aiswingx.com/ko/p/rklb-2026q2aiSwingXko2026-09-21T17:25:15.104640+00:00로켓랩, 반년 만에 신주 15억달러 발행… 주당 29달러 → 70달러 → 131달러에 팔았고, 이리듐 인수에 36억달러 브리지론 약정로켓랩, Rocket Lab, RKLB, 10-Q, 2026년 2분기, ATM, 신주 발행, 희석, 이리듐, 인수, 브리지론, 수주잔고, 뉴트론, 미나릭, 우주 https://aiswingx.com/p/rklb-2026q2aiSwingXen2026-09-21T17:25:15.038546+00:00Rocket Lab sold $1.5bn of new shares in six months — at about $29, then $70, then $131 a share — and has a $3.6bn bridge loan commitment for IridiumRocket Lab, RKLB, 10-Q, Q2 2026, ATM, share issuance, dilution, Iridium, acquisition, bridge loan, backlog, Neutron, Mynaric, space https://aiswingx.com/ko/p/msft-fy26aiSwingXko2026-09-21T17:20:06.860290+00:00마이크로소프트, 오픈AI 한 곳에서 매출 241억달러·받을 돈 60억달러… 아직 시작하지 않은 데이터센터 임대 3291억달러마이크로소프트, Microsoft, MSFT, 10-K, FY2026, 오픈AI, 특수관계자, 매출채권, 희석이익, 미개시 리스, 데이터센터, 설비투자, 금융리스, RPO, 수주잔고, 애저 https://aiswingx.com/p/msft-fy26aiSwingXen2026-09-21T17:20:06.659910+00:00Microsoft booked $24.1bn of revenue and $6.0bn of receivables from OpenAI alone — and $329.1bn of data-center leases that have not yet startedMicrosoft, MSFT, 10-K, fiscal 2026, OpenAI, related party, receivables, dilution gain, leases not yet commenced, data center, capex, finance leases, RPO, Azure https://aiswingx.com/ko/p/amd-2026q2aiSwingXko2026-09-21T17:15:21.762995+00:00AMD, 오픈AI·메타에 주당 1센트짜리 워런트 3억2000만주… 발행주식의 20%, 아직 장부에는 0AMD, 10-Q, 2026년 2분기, 워런트, 오픈AI, 메타, 희석, 기타손익, 미실현 평가이익, 임대 보증, 투자 약정, 데이터센터, MI450, 매출채권 https://aiswingx.com/p/amd-2026q2aiSwingXen2026-09-21T17:15:21.702948+00:00AMD's warrants to OpenAI and Meta: 320 million shares at one cent — 20% of shares outstanding, and zero on the books so farAMD, 10-Q, Q2 2026, warrants, OpenAI, Meta, dilution, other income, unrealized gain, lease guarantees, investment commitments, data center, MI450, receivables https://aiswingx.com/ko/p/aapl-fy26q3aiSwingXko2026-09-21T17:11:36.863472+00:00애플, 9개월 만에 부품 재고 3.6배… 재고 111억달러, 회사는 "메모리·낸드 공급난 심해질 것"애플, Apple, AAPL, 10-Q, FY2026, 재고, 부품 재고, 메모리, DRAM, NAND, 관세 환급, 제조 구매 약정, 총이익률, 아이폰, 공급망 https://aiswingx.com/p/aapl-fy26q3aiSwingXen2026-09-21T17:11:36.781954+00:00Apple's component inventory rose 3.6× in nine months to $7.6bn — total inventory $11.1bn, and the company expects memory and NAND constraints to "intensify"Apple, AAPL, 10-Q, fiscal 2026, inventory, components, memory, DRAM, NAND, tariff refund, manufacturing purchase obligations, gross margin, iPhone, supply chain https://aiswingx.com/ko/p/crwv-2026q2aiSwingXko2026-09-21T17:08:34.522873+00:00코어위브, 분기 이자비용 6억4000만달러는 매출의 25%… 부채 원금 355억달러, 이자율은 9~15%코어위브, CoreWeave, CRWV, 10-Q, 2026년 2분기, 이자비용, 부채, 선순위 채권, DDTL, RPO, 잔여 계약, 고객 집중, AI 클라우드, GPU https://aiswingx.com/p/crwv-2026q2aiSwingXen2026-09-21T17:08:34.489648+00:00CoreWeave's $640m quarterly interest bill is 25% of revenue — $35.6bn of debt principal at 9%–15%CoreWeave, CRWV, 10-Q, Q2 2026, interest expense, debt, senior notes, DDTL, RPO, backlog, customer concentration, AI cloud, GPU https://aiswingx.com/ko/p/smci-fy26aiSwingXko2026-09-21T17:05:48.111500+00:00슈퍼마이크로, 연간 순이익 22억달러인데 영업활동 현금은 −68억달러… 재고 129억달러(2.8배), 한 고객이 매출 28%슈퍼마이크로, Super Micro, SMCI, 10-K, FY2026, 영업현금흐름, 재고, 매출채권, 총이익률, 고객 집중, 기소, 수출통제, 소환장, AI 서버 https://aiswingx.com/p/smci-fy26aiSwingXen2026-09-21T17:05:48.065101+00:00Super Micro earned $2.23bn but its operations consumed $6.81bn of cash — inventory 2.8× to $12.9bn, one customer is 28% of revenueSuper Micro, Supermicro, SMCI, 10-K, fiscal 2026, operating cash flow, inventory, receivables, gross margin, customer concentration, indictment, export controls, subpoena, AI servers https://aiswingx.com/ko/p/ionq-2026q2aiSwingXko2026-09-21T16:51:09.977647+00:00아이온큐, 2분기 순손실 18억7000만달러 중 16억5000만달러는 '주가가 올라서' 생긴 워런트 평가손실아이온큐, IonQ, IONQ, 10-Q, 2026년 2분기, 워런트 부채, 공정가치, 순손실, 양자컴퓨터, 주식보상, Black-Scholes https://aiswingx.com/p/ionq-2026q2aiSwingXen2026-09-21T16:51:09.929489+00:00IonQ's $1.87bn Q2 loss: $1.65bn of it is a warrant charge caused by its own share price risingIonQ, IONQ, 10-Q, Q2 2026, warrant liabilities, fair value, net loss, quantum computing, stock-based compensation, Black-Scholes https://aiswingx.com/ko/p/googl-2026q2aiSwingXko2026-09-21T16:45:50.544910+00:00알파벳 2분기 순이익 1122억달러 중 990억달러는 스페이스X 등 지분 평가이익… 같은 분기 신주 496억달러 발행알파벳, Alphabet, GOOGL, GOOG, 10-Q, 2026년 2분기, 스페이스X, 지분 평가이익, 신주 발행, 전환우선주, 자사주 매입 중단, 설비투자, TPU, 클라우드 https://aiswingx.com/p/googl-2026q2aiSwingXen2026-09-21T16:45:50.475991+00:00Alphabet's $112bn Q2 profit: $99bn is a mark-up on SpaceX and one private stake — in the same quarter it sold $49.6bn of new sharesAlphabet, GOOGL, GOOG, 10-Q, Q2 2026, SpaceX, equity securities gains, share issuance, mandatory convertible preferred, buyback pause, capital expenditures, TPU, Google Cloud https://aiswingx.com/ko/p/meta-2026q2aiSwingXko2026-09-21T16:41:33.854306+00:00메타, 상반기 자사주 매입 0달러… 대신 2066년 만기 채권으로 249억달러 조달메타, Meta, META, 10-Q, 2026년 2분기, 자사주 매입, 채권 발행, 설비투자, 데이터센터, 에스크로, 잔존가치 보증, 합작사, Reality Labs, CAMT https://aiswingx.com/p/meta-2026q2aiSwingXen2026-09-21T16:41:33.778596+00:00Meta bought back $0 of stock in the first half — and raised $24.9bn with bonds maturing as late as 2066Meta, META, 10-Q, Q2 2026, share repurchases, bond issuance, capital expenditures, data centers, escrow, residual value guarantee, joint venture, Reality Labs, CAMT https://aiswingx.com/ko/p/nvda-fy27q2aiSwingXko2026-09-21T16:03:46.528392+00:00엔비디아 분기 매출 962억달러… 받을 돈은 631억달러, 매출보다 세 배 빨리 늘었다엔비디아, NVIDIA, NVDA, 10-Q, FY2027 2분기, 매출채권, 지급 조건, 공급 약정, 재고, 고객 집중, 자사주 매입, 데이터센터, 블랙웰 https://aiswingx.com/p/nvda-fy27q2aiSwingXen2026-09-21T16:03:43.470522+00:00NVIDIA booked $96bn of quarterly revenue — and $63bn of it is still unpaid, up 55% in three monthsNVIDIA, NVDA, 10-Q, fiscal Q2 2027, accounts receivable, payment terms, supply commitments, inventory, customer concentration, buybacks, data center, Blackwell https://aiswingx.com/ko/p/hood-2026q2aiSwingXko2026-09-21T16:03:40.382026+00:00로빈후드, '이벤트 계약' 매출 1000만→1억5600만달러… 크립토를 제치고 옵션 다음 수익원로빈후드, Robinhood, HOOD, 10-Q, 2026년 2분기, 이벤트 계약, 예측시장, 옵션, 크립토, 신용융자, 마진, 대손충당금, 시타델, PFOF https://aiswingx.com/p/hood-2026q2aiSwingXen2026-09-21T16:03:37.050134+00:00Robinhood's event-contract revenue went from $10m to $156m — now bigger than crypto, second only to optionsRobinhood, HOOD, 10-Q, Q2 2026, event contracts, prediction markets, options, crypto, margin, credit losses, Citadel, payment for order flow https://aiswingx.com/ko/p/amzn-2026q2aiSwingXko2026-09-21T16:03:33.551116+00:00아마존 2분기 순이익 626억달러… 505억달러는 앤트로픽 지분 재평가, 12개월 잉여현금흐름은 −76억달러아마존, Amazon, AMZN, 10-Q, 2026년 2분기, 앤트로픽, Anthropic, 지분 평가이익, 공정가치, 잉여현금흐름, 설비투자, AWS, 장기부채, 이자비용 https://aiswingx.com/p/amzn-2026q2aiSwingXen2026-09-21T16:03:29.645338+00:00Amazon's $62.6bn Q2 profit: $50.5bn is a write-up of its Anthropic stake — while trailing free cash flow turned negativeAmazon, AMZN, 10-Q, Q2 2026, Anthropic, equity investment, fair value, Level 3, free cash flow, capital expenditures, AWS, long-term debt, interest expense https://aiswingx.com/ko/p/coin-2026q2aiSwingXko2026-09-21T15:24:20+00:00코인베이스, 거래 수수료 30% 줄자 스테이블코인 이자가 매출의 4분의 1… 2분기 순손실코인베이스, Coinbase, COIN, 10-Q, 2026년 2분기, 스테이블코인, USDC, 거래 수수료, 평가손실, 구조조정, 월간 거래 이용자, 플랫폼 자산 https://aiswingx.com/p/coin-2026q2aiSwingXen2026-09-21T15:24:20+00:00Coinbase: retail fees down 30%, stablecoin interest now a quarter of revenue, Q2 loss $359mCoinbase, COIN, 10-Q, Q2 2026, stablecoin, USDC, transaction revenue, unrealized loss, restructuring, monthly transacting users, assets on platform https://aiswingx.com/ko/p/tsla-2026q2aiSwingXko2026-09-21T15:24:10+00:00테슬라 2분기 순이익 11억달러… 그중 10억달러는 스페이스X 지분 평가이익테슬라, Tesla, TSLA, 10-Q, 2026년 2분기, 스페이스X, 지분 평가이익, 공정가치 옵션, 규제 크레딧, 영업이익률, 메가팩, 특수관계자 거래, FSD 이연수익 https://aiswingx.com/p/tsla-2026q2aiSwingXen2026-09-21T15:24:10+00:00Tesla's $1.1bn Q2 profit: $1.0bn of it is a mark-up on its SpaceX stakeTesla, TSLA, 10-Q, Q2 2026, SpaceX, equity investment, fair value option, regulatory credits, operating margin, Megapack, related party, FSD deferred revenue https://aiswingx.com/p/pltr-2026q2aiSwingXen2026-09-21T15:24:00+00:00Palantir earned $1bn and booked $15m of tax — it still carries $9bn of tax lossesPalantir, PLTR, 10-Q, Q2 2026, effective tax rate, net operating loss, NOL, deferred tax asset, valuation allowance, stock-based compensation, government revenue, RPO https://aiswingx.com/ko/p/pltr-2026q2aiSwingXko2026-09-21T15:24:00+00:00팔란티어, 이익 10억달러에 법인세 1500만달러… 세무상으론 아직 90억달러 결손팔란티어, Palantir, PLTR, 10-Q, 2026년 2분기, 실효세율, 이월결손금, NOL, 이연법인세자산, 평가충당금, 주식보상, 정부 매출, RPO https://aiswingx.com/p/mstr-2026q2aiSwingXen2026-09-21T13:43:25+00:00Strategy sold 1,395 bitcoin in Q2 — and used the cash for preferred dividendsStrategy, MSTR, MicroStrategy, 10-Q, Q2 2026, bitcoin sale, preferred dividends, STRC, STRF, STRK, STRD, USD Reserve, fair value, unrealized loss, Saylor https://aiswingx.com/ko/p/mstr-2026q2aiSwingXko2026-09-21T13:43:25+00:00스트래티지, 2분기 비트코인 1395개 매각… 대금은 우선주 배당에스트래티지, Strategy, MSTR, 마이크로스트래티지, 10-Q, 2026년 2분기, 비트코인 매각, 우선주 배당, STRC, STRF, STRK, STRD, USD 리저브, 공정가치, 평가손실 https://aiswingx.com/p/sofi-2026q2aiSwingXen2026-09-21T06:55:17+00:00SoFi books $4.60 of future profit on every $100 it lends — $2.0bn and countingSoFi, SOFI, 10-Q, Q2 2026, fair value option, loan book, tangible equity, default assumption, discount rate https://aiswingx.com/ko/p/sofi-2026q2aiSwingXko2026-09-21T06:55:17+00:00소파이, 대출 원금 100달러당 4.6달러를 미리 이익으로 계상… 누적 20억달러소파이, SoFi, SOFI, 10-Q, 2026년 2분기, 공정가치, fair value option, 대출 장부가, 유형자본, 연체율 가정, 할인율