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Source document· February 18, 2026

Earnings live: Carvana stock plunges after profit miss, DoorDash slides amid mixed results

View original at finance.yahoo.com
Earnings live: Carvana stock plunges after profit miss, DoorDash slides amid mixed results Fourth quarter earnings season is entering its final stretch…
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The claims Via News extracted from this document. We point to the source; we don't replace it.

  • McDonald's is factoring in changing diet preferences such as customers opting for less sugary drinks into its offerings being tested

    80% confidence
  • McDonald's has made significant progress on value and affordability platforms resonating with consumers and will not lose on value

    80% confidence
  • Airbnb Q1 2026 revenue forecast of $2.59B-$2.63B, signaling strong demand for premium bookings

    80% confidence
  • 74% of S&P 500 companies had reported Q4 results as of Feb. 13, with blended earnings growth at 13.2%

    80% confidence
  • Coinbase Q1 2026 subscription and services revenue expected to be $550M-$630M

    80% confidence
  • Coinbase has seen $420 million of transaction revenue in the first quarter through Feb. 10

    80% confidence
  • If 13.2% blended earnings growth holds, it would represent the 10th consecutive quarter of annual earnings growth and the fifth consecutive quarter of double-digit growth for the S&P 500

    80% confidence
  • Coinbase customer funds are safe following exchange issues

    80% confidence
  • As GLP-1 adoption grows, consumers eat fewer calories and the mix of what they eat changes

    80% confidence
  • The Extra Value Meal is fundamental in the current environment and many McDonald's locations would keep it even as company pulls back on franchisee support in Q1

    80% confidence
  • DoorDash Q1 2026 marketplace GOV expected to be $31.0B-$31.8B, above Street's $30.75B forecast

    80% confidence
  • DoorDash Q1 2026 adjusted EBITDA expected to be $675M-$775M, below Street's $800M estimate

    80% confidence

Data points we hold from this source

Coinbase Global · stock price-8 percent_change_ytd
Coinbase Global · revenue420 million_USD
Coinbase Global · revenue983 million_USD
Coinbase Global · revenue1.78 billion_USD
McDonald's Corporation · market share6.8 percent_same_store_sales_growth
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Enterprise AI Agents Go Mainstream, But Trustworthy Data Access Lags Adoption
A wave of enterprise AI agent activity — fresh funding (Latitude's $35M Series A), a run of CB Insights CEO interviews spotlighting fintech- and healthcare-focused agent startups (Covecta, Penguin AI, Maisa AI), and major platform partnerships (Microsoft-Mistral, Manulife-Microsoft AI governance, Siemens-NVIDIA agentic EDA, Box's agent security controls) — signals agentic AI moving from pilot to production across financial and enterprise workflows. Yet Google Cloud's own research shows adoption is outrunning data readiness (companies average AI access to only 45% of their data, with 'data laggards' capped near 30%), while insider selling at incumbent C3.ai hints at mixed investor conviction even as the broader ecosystem accelerates.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
We flag conflicts openly ›
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