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AlphAI Stock Brief
One-screen news brief on a single stock: top scored stories, the latest filing-verified earnings read, insider trades and what to watch next.
Free
AlphAI Stock Brief
Example session with this skill installed
Brief me on NVDA.
- Read your context and instructions
- Compiled the alphai stock brief
NVDA: where things stand (AlphAI feed, 9 Oct 2026)
One-line read: NVIDIA is trading with the AI group, not on news of its own. News that OpenAI's revenue run rate is about $50B, not the ~$68B the market assumed, hit every AI hardware name on 8 Oct, while NVIDIA's own news flow (Samsung HBM4E validation, a $1B Genesis Fund pledge) leans positive.
Top stories
| Story | Score | Why it matters |
|---|---|---|
| Chip stocks sink into a correction even as Samsung posts record profit | 8/10 | The OpenAI revenue news pushed the Nasdaq 100 into correction; NVDA moved with the sector, no company catalyst |
| Samsung HBM4E wins NVIDIA nod for AI accelerator push | 7/10 | Samsung's 12-layer HBM4E passed NVIDIA's quality validation; 5 outlets ran it |
| NVIDIA pledges $1B to the federal Genesis Fund; Jensen Huang gets the National Medal of Science | 7/10 | Ties NVIDIA closer to the US federal AI program; AMD pledged $500M |
| Firmus shelves its A$7.1B IPO | 7/10 | An NVIDIA-backed data-center operator turns to private money; a read on appetite for AI infrastructure listings |
Earnings (8-K, filed 26 Aug 2026, every figure checked against the filing)
Q2 FY2027 · verdict
strong · revenue $96.2B (+18% QoQ, +106% YoY) · Data Center $89.0B (+117% YoY) · GAAP gross margin 75.0%.
Guidance: Q3 revenue $108.0B ±2%, assuming no Data Center compute revenue from China; gross margin guided to 74.0% ±50 bp.
Insider activity (SEC Form 4)
- Director Mark Stevens sold about $946M across three filings (31 Aug to 18 Sep), none under a 10b5-1 plan. The largest discretionary seller in the window.
- CFO Colette Kress ($7.6M) and General Counsel Tim Teter ($6.8M) sold under 10b5-1 plans, which are scheduled in advance and carry little timing signal.
Watch next
- Next earnings date confirmed for 17 Nov 2026: whether Q3 lands near $108B with no China assumed.
- Whether the OpenAI revenue reset turns into capex revisions at the large AI labs and clouds, the one factor moving the group this week.
Connects securely to your tools. The creator never sees your data.
About this skill
Ask your agent "brief me on NVDA" and get one screen instead of a pile of links. The skill drives the AlphAI MCP server: it pulls the ticker's news feed with syndicated reprints folded into one row per story, adds AlphAI's earnings read taken from the company's own SEC filing, and lists SEC Form 4 insider trades.
What you get
- A one-line read on the name right now
- 3 to 5 top stories, each with its 1-10 relevance score and why it matters
- The newest earnings read: period, verdict, key metrics, guidance and the next confirmed report date
- Insider activity, with planned 10b5-1 sales told apart from discretionary ones
- One or two things to watch next
It is a news brief, not a quote screen, and not investment advice.
Requirements
The skill calls the AlphAI MCP server, so connect it first. The free tier needs no card: 100 calls a day, 20 a minute.
claude mcp add --transport http alphai https://mcp.alphai.io/mcp
Claude Code opens your browser for the OAuth sign-in. Setup for Cursor, Claude Desktop, Codex CLI, VS Code and other clients: alphai.io/mcp
MCP tools used: alphai_tickers, alphai_ticker_news, alphai_earnings, alphai_trending, alphai_article
Source and the other AlphAI skills: github.com/makeev/alphai-claude-skills
How to use
Skills on Agensi run inside your AI agent. Copy the prompt, paste it into your agent, and it connects to Agensi and installs this skill for you. If a payment is needed, your agent shows it to you first.
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