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: 71 ChatGPT: 46 Google · Gemini: 18 Others: 179
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Amazon106
Perplexity83
Meta AI75
Claude71
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.

TEM2026Q2 · 10-QPaid

Tempus AI's first quarterly profit of $5.6m came from below the operating line

Tempus AI (TEM) reported second-quarter 2026 revenue of $382.5m, up 22%, and swung from a $42.8m net loss a year earlier to **net income of $5.6m**. Reading down the income statement in the 10-Q filed on July 24 shows where that profit came from: the operating result is a loss of $75.9m, and the line beneath it, other income net, is $102.8m.

Tempus AI
52
57
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ChatGPT21
Amazon8
Perplexity6
Meta AI5
Claude3
Google · Gemini1
Others13
HIMS2026Q2 · 10-QPaid

Hims & Hers is owed $375.3m, and $347.4m of it is manufacturer rebates

Hims & Hers Health (HIMS) reported second-quarter 2026 revenue of $753.2m, up 38%, and swung from a $26.7m operating profit a year earlier to a $97.2m operating loss. The balance sheet in the 10-Q filed on August 10 carries a line that was not there at the end of last year: Receivables, net of $375.3m. At December 31 the same line was $32.1m.

Hims & Hers Health
27
29
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Amazon8
Meta AI5
ChatGPT4
Perplexity2
Claude2
Others8
GMEFY26Q2 · 10-QPaid

GameStop pledged 4,709 of its 4,710 bitcoin to Coinbase and took them off its books

GameStop (GME) reported fiscal Q2 2026 (May 3–August 1, 2026) net sales of $790.2m, down 19%, and net income of $298.7m. The table at the end of Note 11 of the 10-Q filed on September 9 is one line long: bitcoin held at August 1 — quantity 1.0, cost $0.2m, fair value $0.1m. Of the 4,710 bitcoin bought last year, 4,709 have been pledged to Coinbase as collateral and taken off the balance sheet.

GameStop
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26
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Meta AI7
Amazon3
ChatGPT3
Claude2
Perplexity2
Others9
MRVLFY27Q2 · 10-QPaid

Marvell granted a customer a warrant for 6.7% of its shares, at $206.58

Marvell Technology (MRVL) reported fiscal Q2 2027 (May–July 2026) revenue of $2,739.3m, up 37%, and net income of $308.0m. The last note in the 10-Q filed on August 28, Subsequent Event, says that after quarter end the company issued a customer a warrant for up to 59.0m shares at $206.58, vesting on revenue milestones through fiscal 2033 — 6.7% of shares outstanding.

Marvell Technology
43
195
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ChatGPT5
Meta AI4
Amazon3
Perplexity2
Claude2
Google · Gemini1
Others178
CRWDFY27Q2 · 10-QPaid

CrowdStrike's longer amortization period cut Q2 expense by $25.5m

CrowdStrike (CRWD) reported fiscal Q2 2027 (May–July 2026) revenue of $1,470.9m, up 26%, and net income of $5.3m against a $70.1m loss a year earlier. One paragraph in the 10-Q filed on August 27 resizes that swing to profit: in February 2026 the company lengthened its estimate of the period of benefit for sales commissions from four to five years, and the change reduced Q2 sales commission expense by $25.5m.

CrowdStrike
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25
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Meta AI5
Perplexity3
Amazon3
ChatGPT2
Claude2
Others10
APP2026Q2 · 10-QPaid

AppLovin paid $640m of cash income taxes in the first half — 6.4 times a year earlier

AppLovin (APP) reported Q2 2026 (April–June) revenue of $1,923.7m, up 53%, and net income of $1,266.5m. One line at the bottom of the cash-flow statement in the 10-Q filed on August 5 explains the quarter's cash flow: cash paid for income taxes in the first half was $639.8m — 6.4 times a year earlier and $175m more than the tax expense.

AppLovin
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27
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Amazon8
Meta AI6
ChatGPT2
Claude2
Perplexity2
Others7
OKLO2026Q2 · 10-QPaid

Oklo raised $1.85bn selling 23.1m new shares in six months

Oklo (OKLO), a developer of small fast reactors, reported revenue of $1.21m for the second quarter of 2026 — the first in its history, from a business acquired this year — and a net loss of $48.5m. The equity note of the 10-Q filed on August 7 records how many new shares it sold over six months, and at what price.

Oklo
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30
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Amazon8
Meta AI5
Perplexity4
ChatGPT3
Claude2
Others8
VRT2026Q2 · 10-QPaid

Vertiv's customer prepayments doubled in six months, $1.8bn to $3.6bn

Vertiv Holdings (VRT), which makes power, cooling and rack equipment for data centers, reported revenue of $3,274.3m for the second quarter of 2026, up 24% from a year earlier, and net income of $497.8m. The largest item on the cash-flow statement in the 10-Q filed on July 29 is not net income but the increase in deferred revenue: money customers paid before receiving equipment rose $1,822.7m in the first half.

Vertiv Holdings
25
32
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Amazon8
Meta AI6
Claude2
ChatGPT2
Perplexity2
Others12
RDDT2026Q2 · 10-QPaid

Reddit paid $4m of tax on $257m of pre-tax profit — 1.6%

Reddit (RDDT) reported revenue of $804.9m for the second quarter of 2026, up 61%, and net income of $252.8m. The income-tax note of the 10-Q filed on July 31 contains a sentence that will swing net income in coming quarters — about the write-down sitting on its U.S. deferred tax assets.

Reddit
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31
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Amazon8
Meta AI6
Perplexity3
ChatGPT3
Claude2
Google · Gemini1
Others8
DELLFY27Q2 · 10-QPaid

Dell's inventory doubled in six months, $10.4bn to $21.3bn

Dell Technologies (DELL) reported revenue of $46,971m for its fiscal second quarter (May 2–July 31, 2026), up 58% from a year earlier, and net income of $4,133m. The two lines that moved most on the balance sheet in the 10-Q filed on September 8 are inventory and accounts payable: inventory doubled in six months, and supplier credit paid for it.

Dell Technologies
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33
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Amazon8
Meta AI5
ChatGPT4
Perplexity2
Claude2
Others12
CRCL2026Q2 · 10-QPaid

Circle paid $325m of its $668m reserve interest to Coinbase

Circle Internet Group (CRCL), issuer of the USDC stablecoin, reported revenue and reserve income of $701,315k for the second quarter of 2026, up 7% from a year earlier, and net income of $48,214k. Two lines of the statement of operations in the 10-Q filed on August 5 show where the money comes from and where it goes: $667.7m of reserve interest in, $410.4m of distribution and transaction costs out.

Circle Internet Group
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37
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Perplexity12
Amazon8
Meta AI5
ChatGPT3
Claude2
Others7
ORCLFY27Q1 · 10-QPaid

Oracle funded $28.5bn of quarterly capex by selling $19.9bn of new shares

Oracle (ORCL) reported revenue of $19,345m for its fiscal first quarter (June–August 2026), up 30% from a year earlier, and net income of $4,760m. The real story of the quarter is in the cash-flow statement and the equity note of the 10-Q filed on September 11: to spend $28.5bn on data centers, the company sold $19.9bn of new shares into the market and collected $11.4bn from customers in advance.

Oracle
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34
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Meta AI5
ChatGPT4
Perplexity4
Amazon3
Claude2
Others16
RIVN2026Q2 · 10-QPaid

Inside Rivian's $179m gross profit: the vehicles themselves lost $144m

Rivian Automotive (RIVN) reported revenue of $1,658m for the second quarter of 2026, up 27% from a year earlier, and gross profit of $179m (a year earlier −$206m). Laying the segment table over the revenue breakdown in the 10-Q filed on July 30 shows where that profit came from: not from selling vehicles, but from software revenue recognized under the Volkswagen joint venture and from regulatory credits.

Rivian Automotive
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30
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Amazon8
Meta AI7
Claude2
Perplexity2
ChatGPT1
Others10
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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.

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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: 71 ChatGPT: 46 Google · Gemini: 18 Others: 179
Read by AI & crawlers
Amazon106
Perplexity83
Meta AI75
Claude71
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.