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: 72 ChatGPT: 46 Google · Gemini: 18 Others: 179
Read by AI & crawlers
Amazon106
Perplexity83
Meta AI75
Claude72
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.

LCID2026Q2 · 10-QPaid

Lucid spends $2.05 to make every $1 of sales

Lucid Group (LCID) reported revenue of $405,347k for the second quarter of 2026, up 56% from a year earlier — and cost of revenue of $832,072k. Making the cars cost more than twice what they sold for: a gross loss of $426.7m and a net loss of $1,034.9m. The liquidity section of the 10-Q filed on August 4 lists, in date order, whose money is covering the gap.

Lucid Group
25
30
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Amazon8
Meta AI5
ChatGPT4
Claude2
Perplexity2
Others9
BRK-B2026Q2 · 10-QPaid

Berkshire bought back $4.8bn of stock in the first half, mostly in Q2

Berkshire Hathaway (BRK-B) reported net earnings attributable to shareholders of $25,667m for the second quarter of 2026, double the $12,370m of a year earlier. The Part II share-repurchase table in the 10-Q filed on August 10 shows purchases jumping from $235m in Q1: in May and June the company bought 478 Class A and 8,598,193 Class B shares in the market.

Berkshire Hathaway
44
32
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Amazon9
Meta AI5
ChatGPT3
Perplexity2
Claude2
Others11
JOBY2026Q2 · 10-QPaid

Joby gave Toyota 51% of the company that will build its eVTOL

Joby Aviation (JOBY) reported revenue of $38,639k for the second quarter of 2026 and a net loss of $245,443k. The related-party note of the 10-Q filed on August 6 records a joint-venture agreement with Toyota signed on June 29: an entity, JTAMPC, formed to establish the manufacturer of Joby's S4 series eVTOL aircraft — in which, upon funding, Toyota will hold 51% and Joby 49%.

Joby Aviation
20
30
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Amazon8
Meta AI6
ChatGPT2
Perplexity2
Claude2
Others10
SNOWFY27Q2 · 10-QPaid

Snowflake's backlog fell for a second straight quarter, $9.77bn to $9.00bn

Snowflake (SNOW) reported revenue of $1,546.8m for its fiscal second quarter (May–July 2026), up 35% from a year earlier, and a net loss of $191.7m. The key-metrics table of the 10-Q filed on September 4 contains one figure that has fallen for two consecutive quarters: remaining performance obligations, the contracted revenue not yet recognized.

Snowflake
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29
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Amazon8
Meta AI5
Perplexity3
Claude2
ChatGPT2
Others9
MUFY26Q3 · 10-QPaid

Micron's customers will put down $18bn of cash deposits to lock in memory supply

Micron Technology (MU) reported revenue of $41,456m for its fiscal third quarter (February 27–May 28, 2026), 4.5 times a year earlier, and net income of $28,243m. The liquidity section of the 10-Q filed on June 25 holds a sentence that is not on the income statement: what customers have agreed to put down to secure multi-year supply.

Micron Technology
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33
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Meta AI6
Perplexity4
Amazon3
Claude2
ChatGPT2
Others16
UNH2026Q2 · 10-QPaid

UnitedHealth released $1.25bn of last year's claim reserves into first-half earnings

UnitedHealth Group (UNH) reported revenue of $112,032m for the second quarter of 2026, almost unchanged from a year earlier, and net earnings of $5,484m, up 61%. The medical-costs-payable note of the 10-Q filed on August 10 shows where the rebound came from: a release of reserves set aside for last year's claims.

UnitedHealth Group
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35
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Amazon8
Meta AI7
Perplexity3
Claude2
ChatGPT2
Google · Gemini2
Others11
LLY2026Q2 · 10-QPaid

3% of Eli Lilly's US revenue came from revising rebate estimates on earlier shipments

Eli Lilly (LLY) reported revenue of $22,974m for the second quarter of 2026, up 48%, and net income of $7,095m. One line in the revenue note of the 10-Q filed on August 5 says that 3% of U.S. revenue came from revising rebate estimates on earlier shipments — up from 1% a year earlier.

Eli Lilly
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34
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Amazon9
Meta AI6
Perplexity3
Claude2
ChatGPT2
Others12
UBER2026Q2 · 10-QPaid

$1.6bn of Uber's $2.4bn second-quarter profit is a mark-up on stakes it holds

Uber (UBER) reported revenue of $14,191m for the second quarter of 2026, up 12% from a year earlier, and operating income of $1,890m. Net income rose 77% to $2,394m — and the other-income table in the 10-Q filed on August 5 shows that the increase came not from operations but from changes in the book value of stakes Uber holds.

Uber
27
32
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Amazon9
Meta AI5
ChatGPT3
Perplexity2
Claude2
Others11
AVGOFY26Q3 · 10-QPaid

Broadcom has guaranteed up to $29bn of a customer's AI-rack lease payments

Broadcom (AVGO) reported revenue of $29,591m for its fiscal third quarter (May 4–August 2, 2026), up 85%, and net income of $13,088m. The commitments note of the 10-Q filed on September 10 holds one figure that is not on the income statement: the most Broadcom could owe under a guarantee on a customer's AI-rack leases.

Broadcom
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36
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Amazon8
Meta AI5
ChatGPT3
Perplexity3
Claude2
Others15
NFLX2026Q2 · 10-QPaid

Netflix's $8.7bn first-half profit includes a $2.8bn break-up fee from the failed Warner deal

Netflix (NFLX) reported revenue of $12,559.9m for the second quarter of 2026, up 13% from a year earlier, and net income of $3,401.4m. First-half net income was $8,684.2m — and Note 6 of the 10-Q filed in August says $2.8bn of that is a termination fee from the cancelled acquisition of Warner Bros. Discovery. The cash-flow statement shows a quarter in which content spending and buybacks exceeded operating cash.

Netflix
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34
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Amazon8
Perplexity5
Meta AI4
ChatGPT3
Claude2
Others12
RKLB2026Q2 · 10-QPaid

Rocket Lab sold $1.5bn of new shares in six months, at $29, then $70, then $131

Rocket Lab (RKLB) reported revenue of $234,066k for the second quarter of 2026, up 62% from a year earlier, and a net loss of $49,258k. The statement of stockholders' equity in the 10-Q filed on August 10 shows, quarter by quarter, how many new shares the company sold into the market and at what price. Note 1 records the Iridium Communications merger agreement signed on June 28 and a $3.6bn bridge loan commitment.

Rocket Lab
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35
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Amazon8
Meta AI7
ChatGPT4
Perplexity4
Claude2
Others10
MSFTFY26 · 10-KPaid

Microsoft booked $24.1bn of revenue from OpenAI alone

Microsoft (MSFT) reported revenue of $331,839m for fiscal 2026 (July 2025–June 2026), up 18%, and net income of $133,749m. The annual report (10-K) filed on July 29 classifies OpenAI as a related party under ASC 850 and discloses the revenue and receivables arising from transactions with it. The lease note also records $329.1bn of leases that have not yet commenced.

Microsoft
42
34
Read by AI & crawlers
Amazon8
Meta AI5
Claude2
Perplexity2
ChatGPT2
Google · Gemini1
Others14
AMD2026Q2 · 10-QPaid

AMD's warrants to OpenAI and Meta: 320 million shares at one cent

AMD (Advanced Micro Devices) reported revenue of $11,536m for the second quarter of 2026 (March 29–June 27), up 50% from a year earlier, and net income of $2,297m. The equity note of the 10-Q filed on August 5 contains one item that does not appear on the income statement: warrants giving OpenAI and Meta the right to buy up to 160 million shares each at $0.01 per share.

AMD
35
31
Read by AI & crawlers
Amazon8
Meta AI5
Perplexity3
ChatGPT2
Claude2
Others11
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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: 72 ChatGPT: 46 Google · Gemini: 18 Others: 179
Read by AI & crawlers
Amazon106
Perplexity83
Meta AI75
Claude72
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.