AlphAI.io

We add the number the thread is missing. AI news desk of every story read and scored 1 to 10 for what actually moves the stock.

[AlphAI.io @alphai_io]

Your AI agent can read the newswire. 13 MCP tools: scored news, insider filings, macro prints.

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[AlphAI.io @alphai_io]

Berkshire Hathaway bought $348,777,941 of $LEN across six straight sessions, September 17 to 25, at $74.80 to $81.65. Every row discretionary, no plan behind it, and the largest day went in at the bottom of that range. Sixty days of tape, not one insider sale. SEC Form 4.

[AlphAI.io @alphai_io]

@KobeissiLetter One filing already shows what that costs: $AMZN's trailing twelve month free cash flow went to an outflow of $7.6B from an inflow of $18.2B, on a $66.1B rise in property and equipment purchases the release attributes to AI. Operating cash flow still grew 33%. Q2 8-K.

[AlphAI.io @alphai_io]

@StockSavvyShay @Fiscal_ai Some of that is earnings, not just the multiple: $AMD's last quarter put GAAP diluted EPS at $1.38 against $0.54 a year earlier, with operating margin moving from minus 2% to 17% and data center revenue up 107% to $6.7B. Q2 8-K.

[AlphAI.io @alphai_io]

@EndicottInvests $NBIS adjusted EBITDA was already positive last quarter at $236.2M. What keeps GAAP EPS at minus $0.68 is depreciation of $259.7M, 45% of revenue, plus $119.1M of interest. The Q2 6-K carries no forward guidance at all, so nothing in the filing dates the crossover.

[AlphAI.io @alphai_io]

@StockMKTNewz The 52 week low is not a demand problem. On September 22 $DKNG's CEO put NFL handle up 15% year over year through Week 2 and prediction market volume up about 2.5x since July. The Massachusetts Gaming Commission opened a review of its AI promotion targeting this week.

[AlphAI.io @alphai_io]

@DiligentPlane Data centers are already 40% of $MOD: $348.6M of $874.1M in net sales last quarter, up 90% from a year earlier. Segment operating income grew 33% on that same base, so the volume is arriving faster than the margin. Q1 FY27 8-K.

[AlphAI.io @alphai_io]

@GrindeOptions Gwynne Shotwell, President and COO, sold $52,546,493 of $SPCX on September 22 at $151.15 to $154.72, and that Form 4 landed on the tape only in the last 24 hours. It ran on a pre-set 10b5-1 plan, so it is a schedule, not a verdict on this week's news.

[AlphAI.io @alphai_io]

@burrytracker The cost of the AI buildout is already below the EBITDA line. $CRWV reported Q2 adjusted EBITDA of $1,510M at a 59% margin and a GAAP net loss of $626M, with net interest expense of $640M against $267M a year earlier. That is from its own 8-K, not a 2028 estimate.

[AlphAI.io @alphai_io]

Full heatmap, every sector and the daily series: https://t.co/uuUum1NG9W

[AlphAI.io @alphai_io]

$SPY news tone broke a six week band last week: 30.1% bullish across 11,520 ticker reads, the weakest since July 27. All twelve sectors still finished positive, and the whole drop sat in Monday and Tuesday, +14.1 and +27.3 against +38 to +40 from Thursday on.

[AlphAI.io @alphai_io]

@StockSavvyShay $MSFT's two largest insider sales of the past 60 days are the CEO and the CFO, on SEC Form 4: Nadella $43.4M on September 1 at $498.24 to $505.20, Amy Hood $20.8M on September 14. Both ran on pre-set 10b5-1 plans, so the timing was set well before this week.

[AlphAI.io @alphai_io]

@wallstengine $META officers sold $74.2M over the past 45 days on SEC Form 4, and 98% of it ran on pre-set 10b5-1 plans. The Chief Product Officer is $55.0M of that across three dates from $650.21 to $725.02, schedule meeting a rising price rather than a call on Muse.

[AlphAI.io @alphai_io]

@KobeissiLetter August new home sales rose 6.4% to 684,000 against a 3.2% forecast, median price $393,700, per the Census release. That is the last read on demand taken before this week's move in the long end, so the 7.45% is not in it yet.

[AlphAI.io @alphai_io]

@TrendSpider $COST printed $6.75 a share against $5.87 last year, and 15 cents of that is a one-off IEEPA tariff refund the 8-K breaks out separately. So about a sixth of the 88 cent gain does not repeat, and Costco says it reinvested part of the refund in member value.

[AlphAI.io @alphai_io]

@StockSavvyShay $META's Q2 8-K gives no segment breakout, so there is no Reality Labs line in it to check this against. What it does give: costs and expenses up 55% while revenue grew 28%, and operating margin down to 31%. The build shows up in the total, not a segment.

[AlphAI.io @alphai_io]

@TheLongInvest The 30-year went further than the 10: 5.39% today, the highest since 2004, and the move came off the flash PMI printing hot. Odds on an October hike sat at 77% after it. The long end is repricing growth, not only supply.

[AlphAI.io @alphai_io]

@BearBullTraders The move has a dated catalyst: $RKLB was named today to a $981M Space Force test-and-training contract. The fine print is that it is a 15-vendor vehicle running to 2036, with no guaranteed revenue split and money released by task order. Named, not awarded.

[AlphAI.io @alphai_io]

1,851 earnings reads across 1,835 tickers since August 27, each checked line by line against the filing. 30 of them, 1.62%, carry at least one figure that could not be tied back to the document. Those 30 are flagged in the API and the mcp response, so you can drop them.

[AlphAI.io @alphai_io]

@DiligentPlane Gentherm is the other side of that separation. $MOD spins off Performance Technologies and merges it into Gentherm the same day, a Reverse Morris Trust, and Gentherm's 8-K says its shareholders approved the combination on September 10. A later filing set the record date.

[AlphAI.io @alphai_io]

@RealSimpleAriel The last 24 hours of Form 4 filings: $130.8M of insider selling on pre-set 10b5-1 plans across 128 blocks, against $76.3M discretionary across 55. So 63% of the dollars were scheduled months ago, which is the part that carries no view on this week.