aiSwingX™

Filing Analysis

Articles from US 10-Q and 10-K filings. Pick a sector or search.

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aiSwingX™ analyzes US filings and reports them as news investors can read.
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927
Amazon: 106 Perplexity: 83 Meta AI: 75 Claude: 70 ChatGPT: 46 Google · Gemini: 18 Others: 179
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Amazon106
Perplexity83
Meta AI75
Claude70
ChatGPT46
Google · Gemini18
Common Crawl1
Others179

Counted by the name each crawler gives. Google · Gemini includes Googlebot, whose index Google also uses for its AI features; other search engines and bots are in Others.

CIENFY26Q3 · 10-QPaid

Ciena borrowed $2.88bn at zero interest — and the $230.0m tax asset never touched the income statement

Note 13 of the third-quarter report Ciena (CIEN) filed on September 3 sets out three contracts entered on a single day, June 11. Notes of $2.88bn bearing 0.00% interest; a contract the company paid $988.4m for; a contract it received $873.4m for. The same note records that a tax election on this structure produced a $230.0m deferred tax asset, with the offsetting entry in equity.

Ciena Corporation
28
29
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Amazon8
Meta AI4
ChatGPT3
Perplexity3
Claude2
Others9
COHRFY26 · 10-KPaid

Coherent earned $805.0m and collected $79.5m — capital spending was $1.10bn

In the cash flow statement of the annual report Coherent (COHR) filed on August 14 for fiscal 2026, one line runs the opposite way from the income statement. For the year ended June 30, net income was $805.0m; cash from operating activities was $79.5m. Additions to property, plant and equipment over the same twelve months came to $1,102.9m.

Coherent Corp.
50
30
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Amazon8
Meta AI5
Perplexity4
ChatGPT3
Claude2
Others8
CBRS2026Q2 · 10-QPaid

Cerebras handed customers $1.1bn of warrants, and takes it out of revenue until 2031

Cerebras Systems (CBRS) filed its Q2 2026 quarterly report (10-Q) on August 12, and it carries an item the income statement does not show on its face. Warrants given to customers are carried as an asset of $1.1bn at June 30. The company deducted $44.3m of that from revenue in the quarter.

Cerebras Systems
36
38
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ChatGPT9
Amazon8
Meta AI5
Perplexity3
Claude2
Others11
SPCX2026Q2 · 10-QPaid

SpaceX's first quarterly report: $28bn of non-cancelable commitments, $22bn of it in 2027

Space Exploration Technologies (SPCX) filed its Q2 2026 quarterly report (10-Q) on August 4, the first since it listed in June. The non-cancelable commitments table in Note 16 totals $27,955m, of which $22,244m falls in 2027 alone. The company says these commitments relate primarily to its investments in AI infrastructure and third-party cloud capacity.

Space Exploration Technologies
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156
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Amazon8
Perplexity7
Meta AI5
ChatGPT4
Claude2
Google · Gemini2
Others128
SMCIFY2026 · 10-KPaid

Super Micro's bank borrowings went from $112m to $4,056m in a year, half of it due within twelve months

Super Micro Computer's (SMCI) borrowings note in its fiscal 2026 annual report (10-K) shows bank borrowings of $4,056.1m at June 30, 2026, against $112.5m a year earlier — 36 times as much. Of that, $2,039.8m is classified as due within twelve months.

Super Micro Computer
41
30
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Amazon8
Meta AI5
ChatGPT3
Perplexity2
Claude2
Others10
LCID2026Q2 · 10-QPaid

Lucid's December 15 maturity is down to $204.0m — against $732.6m of cash

Lucid Group (LCID) filed its Q2 2026 quarterly report (10-Q) on August 4, and the convertible notes note carries a date three months out. The 1.25% notes issued in December 2021 mature on December 15, 2026. They were issued at $2,012.5m, but the company has bought back most of them: $204.0m was left on the books at June 30.

Lucid Group
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33
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Amazon8
ChatGPT4
Meta AI4
Claude2
Perplexity2
Others13
GOOGL2026Q2 · 10-QPaid

Alphabet has backstopped $43.8bn of data-centre payments — 2.6 times what it was six months ago

Alphabet (GOOGL) filed its Q2 2026 quarterly report (10-Q) on July 31, and the derivatives note carries a figure that does not appear in the income statement. The notional amount of the payment obligations Alphabet has backstopped for data centres stood at $43,785m on June 30, 2026. At December 31, 2025 it was $16,940m — 2.6 times higher in six months.

Alphabet
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47
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ChatGPT12
Amazon8
Meta AI6
Perplexity4
Claude2
Google · Gemini2
Others13
GOOGL2026Q2 · 10-QPaid

Alphabet is holding $94.1bn of SpaceX — and $14.1bn of it cannot be sold until Q3 2027

Alphabet (GOOGL) filed its Q2 2026 quarterly report (10-Q) on July 31, and the fair-value table carries two footnotes. One says $80.0bn of the marketable equity securities is SpaceX stock under short-term sale restrictions; the other says a further $14.1bn is restricted through the third quarter of 2027. Together that is $94.1bn, or 94% of the $100.2bn of marketable equity securities Alphabet holds.

Alphabet
75
57
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Perplexity17
ChatGPT11
Amazon7
Meta AI4
Google · Gemini4
Claude2
Others12
TSLA2026Q2 · 10-QPaid

The $238m Tesla took off the value of its SpaceX stake

Tesla (TSLA) filed its Q2 2026 quarterly report (10-Q) on July 23, and the fair-value table in Note 2 carries a line that was not there before: a SpaceX equity investment of $3,007m. The footnote says that figure is net of a $238m discount for lack of marketability. It gives two dates: the restrictions behind the discount expire in September 2026, and sale restrictions tied to the SpaceX IPO expire in December 2026.

Tesla
313
153
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ChatGPT8
Amazon7
Google · Gemini7
Meta AI4
Perplexity3
Claude2
Others122
META2026Q2 · 10-QPaid

The dates in Meta's Q2 10-Q legal section — two jury trials on October 28, after verdicts of $6m and $375m

Meta Platforms (META) filed its Q2 2026 quarterly report (10-Q) on July 29, and the legal section reads as a list of dates. It states that the next two user bellwether trials are scheduled to begin on October 28, 2026. The same section records two verdicts already returned: $6m on March 25 and a civil penalty of $375m on March 24.

Meta Platforms
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Amazon8
Meta AI5
ChatGPT5
Claude3
Perplexity3
Others15
RDDT2026Q2 · 10-Q

Reddit stops reporting logged-in users from the September 30 quarter

Reddit (RDDT) filed its Q2 2026 quarterly report (10-Q) on July 30, and the user-metrics section ends with a single sentence. From the quarter ending September 30, 2026, the company will no longer report daily active uniques (DAUq) split between logged-in and logged-out. In the same section, the last reported quarter shows growth of 18% overall, 7% for logged-in users, and 1% for logged-in users in the United States.

Reddit
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98
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ChatGPT33
Perplexity17
Meta AI8
Amazon6
Google · Gemini4
Claude2
Others28
GMEFY26Q2 · 10-Q

GameStop's $70,000 calls on 2,000 bitcoin expire September 25 — the company paid $106,157 a coin

GameStop (GME) filed its fiscal Q2 2026 quarterly report (10-Q) on September 9, and Note 11 contains one paragraph about a contract that is about to run out. As of August 1, 2026 the company had covered-call contracts referencing about 2,000 bitcoin at a strike of $70,000 a coin, maturing through September 25, 2026. GameStop paid $500m for 4,710 bitcoin in 2025 — $106,157 a coin.

GameStop
250
111
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ChatGPT47
Perplexity18
Google · Gemini9
Amazon7
Meta AI4
Claude2
Others24
Calendar2026W39 · Calendar

16 dates the filings already set for the next two weeks

aiSwingX™ collects the sentences in which companies state, in their own quarterly and annual reports, that something will happen on a given date. Sixteen such items start between September 22 and October 6, 2026. These are not earnings dates or analyst forecasts — they are dates already written into the filings.

aiSwingX Filing Calendar
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23
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Meta AI5
ChatGPT3
Claude2
Perplexity2
Amazon2
Others9
ANET2026Q2 · 10-QPaid

Arista is holding $6,865.9m it has not yet booked as revenue — 2.3 quarters of sales

Arista Networks (ANET) reported second-quarter 2026 revenue of $3,035.7m, up 38% from a year earlier, and net income of $1.21bn. The line that grew faster than revenue in the 10-Q filed on August 5 is on the other side of the balance sheet: deferred revenue — money not yet recognized as sales — stood at $6,865.9m at June 30.

Arista Networks
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29
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Amazon8
Meta AI5
Perplexity3
Claude2
ChatGPT2
Others9
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Frequently asked questions

How often are articles published?

Mostly during earnings season — an article for each covered company when its 10-Q or 10-K is filed, plus material 8-K filings when relevant.

Can I request a ticker?

Yes. Send a request through Messages after logging in and we will consider it for the next earnings season. License customers may nominate priority tickers.

What is on a ticker page?

The company's articles and a table of key metrics that accumulates quarter by quarter, so the same figure can be compared over time.

aiSwingX™ analyzes US filings and reports them as news investors can read.
–
927
Amazon: 106 Perplexity: 83 Meta AI: 75 Claude: 70 ChatGPT: 46 Google · Gemini: 18 Others: 179
Read by AI & crawlers
Amazon106
Perplexity83
Meta AI75
Claude70
ChatGPT46
Google · Gemini18
Common Crawl1
Others179

Counted by the name each crawler gives. Google · Gemini includes Googlebot, whose index Google also uses for its AI features; other search engines and bots are in Others.