Filing Analysis

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

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: 73 ChatGPT: 46 Google · Gemini: 18 Others: 179
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Amazon106
Perplexity83
Meta AI75
Claude73
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.

CRWV2026Q2 · 10-QPaid

CoreWeave's $640m quarterly interest bill is 25% of revenue — $35.6bn of debt principal at 9%–15%

AI cloud provider CoreWeave (CRWV) reported revenue of $2,575m for the second quarter of 2026, 2.1 times a year earlier — and a net loss of $626m, more than double the $290m of a year earlier. In the 10-Q, the largest item between revenue and the bottom line is not operating cost. It is interest.

CoreWeave
29
32
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Amazon8
Meta AI6
ChatGPT3
Perplexity2
Claude2
Others11
SMCIFY26 · 10-KPaid

Super Micro earned $2.23bn while its operations consumed $6.81bn of cash

Server maker Super Micro Computer (SMCI) reported revenue of $39,063m for fiscal 2026 (July 2025–June 2026), up 78%, and net income of $2,231m. Cash flow from operations for the same year was −$6,810m. The cash-flow statement and balance sheet in the annual report (10-K) filed in August show where the gap came from.

Super Micro Computer
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30
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Amazon8
Meta AI6
Perplexity2
Claude2
ChatGPT1
Others11
IONQ2026Q2 · 10-QPaid

IonQ's $1.87bn Q2 loss: $1.65bn of it is a warrant charge caused by its own share price rising

Quantum-computing company IonQ (IONQ) reported a net loss of $1,868m for the second quarter of 2026 — 23 times its revenue of $80.1m. The statement of operations in its 10-Q shows an operating loss of $337m; the rest comes from one line, 'change in fair value of warrant liabilities'. In the first quarter the same line moved the other way and produced net income of $805m.

IonQ
20
32
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Amazon8
Meta AI5
ChatGPT4
Claude2
Perplexity2
Others11
GOOGL2026Q2 · 10-QPaid

Alphabet's $112bn Q2 profit: $99bn of it is a mark-up on shares it holds

Alphabet (GOOGL) reported net income of $112,193m for the second quarter of 2026, four times the $28,196m of a year earlier. The statement of income in the 10-Q filed July 31 shows operating income of $40,770m and an 'Other income (expense), net' line of $97,983m. What that other income is — and why the company issued new shares in the same quarter — is in the MD&A and the notes.

Alphabet
47
35
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Amazon8
Meta AI6
ChatGPT3
Perplexity3
Claude2
Others13
META2026Q2 · 10-QPaid

Meta bought back $0 of stock in the first half — and raised $24.9bn with bonds maturing as late as 2066

Meta Platforms (META) did not repurchase a single share in the first half of 2026. The 10-Q filed July 30 shows buybacks falling from $23,159m a year earlier to zero, while notes issued in May raised $24,910m. Where the money is going is set out in the cash flow statement and in Notes 9 and 13.

Meta Platforms
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33
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Amazon8
Meta AI5
ChatGPT3
Perplexity2
Claude2
Others13
NVDAFY27Q2 · 10-QPaid

NVIDIA booked $96bn of quarterly revenue — and $63bn of it is still unpaid, up 55% in three months

NVIDIA (NVDA) reported $96.2bn of revenue for its fiscal second quarter of 2027 (May–July 2026), double a year earlier, and net income of $59.7bn. The balance sheet in the 10-Q filed August 26 carries another number that moved with that revenue: accounts receivable — sales made but not yet paid for — of $63.1bn, up 55% from three months earlier.

NVIDIA
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32
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Amazon8
Meta AI6
ChatGPT3
Claude2
Perplexity2
Others11
HOOD2026Q2 · 10-QPaid

Robinhood's event-contract revenue went from $10m to $156m — now bigger than crypto, second only to options

Robinhood Markets (HOOD) reported net revenue of $1,308m for the second quarter of 2026, up 32% from a year earlier. In the revenue breakdown of the 10-Q filed July 30, the fastest-growing line is not equities, options or crypto: 'event contracts', $10m a year ago, reached $156m.

Robinhood Markets
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Amazon8
Meta AI5
Perplexity3
ChatGPT2
Claude2
Others8
AMZN2026Q2 · 10-QPaid

Amazon's $62.6bn Q2 profit: $50.5bn is a write-up of its Anthropic stake

Amazon (AMZN) reported net income of $62,647m for the second quarter of 2026, 3.4 times the $18,164m of a year earlier. The statement of operations in the 10-Q filed July 31 shows operating income of $27,461m and an 'Other income (expense), net' line of $53,415m. What that other income is, the investments note explains.

Amazon
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31
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Amazon8
Meta AI5
ChatGPT4
Perplexity2
Claude2
Others10
COIN2026Q2 · 10-Q

Coinbase: retail fees down 30%, stablecoin interest now a quarter of revenue, Q2 loss $359m

Coinbase Global (COIN) lost $359m in the second quarter of 2026. Its 10-Q filed July 30 shows total revenue of $1,220m, down 19%, with consumer trading fees down 30%. Notes 5 and 17 show what is filling the gap, how much of it, and what cost is attached to that income.

Coinbase Global
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94
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Claude26
ChatGPT24
Perplexity12
Amazon9
Meta AI5
Google · Gemini4
Others14
PLTR2026Q2 · 10-Q

Palantir earned $1bn and booked $15m of tax — it still carries $9bn of tax losses

Palantir Technologies (PLTR) reported $1.08bn of pre-tax income for the second quarter of 2026 and a $15.4m income-tax provision — an effective rate of 1.4%. The 10-Q filed August 4 and the 10-K filed in February explain why, and what it could mean for reported net income from here.

Palantir Technologies
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38
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Amazon8
Meta AI7
ChatGPT3
Claude2
Perplexity2
Others16
SOFI2026Q2 · 10-Q

SoFi books $4.60 of future profit on every $100 it lends — $2.0bn and counting

SoFi Technologies (SOFI) carries the loans it makes to customers at 4.6% above their principal, its second-quarter 10-Q shows. Note 4 puts the cumulative fair-value adjustment at $2.03bn at June 30, 2026. How large that is against the company's equity, and which way it moved over two quarters, is in the filing.

SoFi Technologies
61
64
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Amazon8
Meta AI5
ChatGPT3
Claude2
Perplexity2
Google · Gemini2
Others42
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aiSwingX™ analyzes US filings and reports them as news investors can read.
–
927
Amazon: 106 Perplexity: 83 Meta AI: 75 Claude: 73 ChatGPT: 46 Google · Gemini: 18 Others: 179
Read by AI & crawlers
Amazon106
Perplexity83
Meta AI75
Claude73
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.