aiSwingX™

Analysis by ticker

39 tickers with articles, most recently published first. Each ticker page accumulates quarterly metrics and articles.

aiSwingX™ analyzes US filings and reports them as news investors can read.
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GME1 articleConsumer Discretionary
GameStop
GameStop pledged 4,709 of its 4,710 bitcoin to Coinbase as collateral and removed them from its books — it now holds 1 bitcoin and a $294.1m 'right to receive bitcoin back' that Coinbase may rehypothecate or sell
Latest
MRVL1 articleTechnology
Marvell Technology
Marvell granted a customer a warrant for up to 59.0m shares (6.7% of shares outstanding) just after quarter end — exercise price $206.58, vesting on revenue milestones through fiscal 2033; existing customer warrants already reduce revenue
Latest
CRWD1 articleTechnology
CrowdStrike
CrowdStrike lengthened the amortization period for sales commissions from four to five years, cutting Q2 expense by $25.5m — without the change, pre-tax income of $3.9m would have been a $21.6m loss; net income $5.3m
Latest
APP1 articleTechnology
AppLovin
AppLovin paid $640m of cash income taxes in the first half — 6.4× a year earlier and $175m more than the tax expense on its income statement — and Q2 operating cash flow was 69% of net income
Latest
OKLO1 articleUtilities
Oklo
Oklo raised $1.85bn by selling 23.1m new shares in six months — at $96.95 a share in Q1, $63.51 in Q2. Revenue: a first-ever $1.2m
Latest
ASTS1 articleCommunication
AST SpaceMobile
AST SpaceMobile spent $598m on capex in a quarter against $13.8m of revenue — one satellite was lost to a launch failure, and convertible notes reach $4.1bn with July's issue
Latest
VRT1 articleIndustrials
Vertiv Holdings
Vertiv's customer prepayments doubled in six months, $1.8bn → $3.6bn — $1.82bn of the $1.87bn of first-half operating cash flow was money received in advance
Latest
RDDT1 articleCommunication
Reddit
Reddit paid $4m of tax on $257m of pre-tax profit (1.6%) — and says it may book a 'significant income tax benefit' in one go within 12 months
Latest
DELL1 articleTechnology
Dell Technologies
Dell's inventory doubled in six months, $10.4bn → $21.3bn — funded by supplier credit (payables +$16.2bn) — and quarterly buybacks of $3.8bn were 1.7× operating cash flow
Latest
CRCL1 articleFinancials
Circle Internet Group
Circle paid $325m of its $668m reserve interest to Coinbase — USDC in circulation grew 19%, interest income only 5%
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ORCL1 articleTechnology
Oracle
Oracle 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 $1.4bn
Latest
RIVN1 articleConsumer Discretionary
Rivian Automotive
Inside Rivian's $179m gross profit: the vehicles lost $144m, and Volkswagen software ($215m) plus regulatory credits ($108m) covered it
Latest
LCID1 articleConsumer Discretionary
Lucid Group
Lucid 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 April
Latest
BRK-B1 articleFinancials
Berkshire Hathaway
Berkshire 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 portfolio
Latest
JOBY1 articleIndustrials
Joby Aviation
Joby 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 loss
Latest
SNOW1 articleTechnology
Snowflake
Snowflake's backlog fell for a second straight quarter, $9.77bn → $9.00bn — quarterly operating cash flow $91m against $424m of stock-based compensation
Latest
MU1 articleTechnology
Micron Technology
Micron'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 collected
Latest
UNH1 articleHealth Care
UnitedHealth Group
UnitedHealth 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%
Latest
LLY1 articleHealth Care
Eli Lilly
Eli 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% abroad
Latest
UBER1 articleIndustrials
Uber
$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 pledged
Latest
AVGO1 articleTechnology
Broadcom
Broadcom has guaranteed up to $29bn of a customer's AI-rack lease payments — and one distributor is 50% of quarterly revenue
Latest
NFLX1 articleCommunication
Netflix
Netflix'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 flow
Latest
RKLB1 articleIndustrials
Rocket Lab
Rocket 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 Iridium
Latest
MSFT1 articleTechnology
Microsoft
Microsoft booked $24.1bn of revenue and $6.0bn of receivables from OpenAI alone — and $329.1bn of data-center leases that have not yet started
Latest
AMD1 articleTechnology
AMD
AMD's warrants to OpenAI and Meta: 320 million shares at one cent — 20% of shares outstanding, and zero on the books so far
Latest
AAPL1 articleTechnology
Apple
Apple'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"
Latest
CRWV1 articleTechnology
CoreWeave
CoreWeave's $640m quarterly interest bill is 25% of revenue — $35.6bn of debt principal at 9%–15%
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SMCI1 articleTechnology
Super Micro Computer
Super Micro earned $2.23bn but its operations consumed $6.81bn of cash — inventory 2.8× to $12.9bn, one customer is 28% of revenue
Latest
IONQ1 articleTechnology
IonQ
IonQ's $1.87bn Q2 loss: $1.65bn of it is a warrant charge caused by its own share price rising
Latest
GOOGL1 articleCommunication
Alphabet
Alphabet'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 shares
Latest
META1 articleCommunication
Meta Platforms
Meta bought back $0 of stock in the first half — and raised $24.9bn with bonds maturing as late as 2066
Latest
NVDA1 articleTechnology
NVIDIA
NVIDIA booked $96bn of quarterly revenue — and $63bn of it is still unpaid, up 55% in three months
Latest
HOOD1 articleFinancials
Robinhood Markets
Robinhood's event-contract revenue went from $10m to $156m — now bigger than crypto, second only to options
Latest
AMZN1 articleConsumer Discretionary
Amazon
Amazon's $62.6bn Q2 profit: $50.5bn is a write-up of its Anthropic stake — while trailing free cash flow turned negative
Latest
COIN1 articleFinancials
Coinbase Global
Coinbase: retail fees down 30%, stablecoin interest now a quarter of revenue, Q2 loss $359m
Latest
TSLA1 articleConsumer Discretionary
Tesla
Tesla's $1.1bn Q2 profit: $1.0bn of it is a mark-up on its SpaceX stake
Latest
PLTR1 articleTechnology
Palantir Technologies
Palantir earned $1bn and booked $15m of tax — it still carries $9bn of tax losses
Latest
MSTR1 articleTechnology
Strategy Inc
Strategy sold 1,395 bitcoin in Q2 — and used the cash for preferred dividends
Latest
SOFI1 articleFinancials
SoFi Technologies
SoFi books $4.60 of future profit on every $100 it lends — $2.0bn and counting
Latest

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.
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