Thursday, September 3, 2026
Source trace. Via News points to the documents behind its reporting and shows what we drew from each — so you can check any claim. How we source
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…
Opening lines of the source · short snapshot — read the full document at the original

What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

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

    80% confidence
  • McDonald's is factoring in changing diet preferences such as customers opting for less sugary drinks into its offerings being tested

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

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

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

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

    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 customer funds are safe following exchange issues

    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

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
AI Funding Surge: Capital Floods Fintech, Foundation Models, and Autonomous Systems
A concentrated burst of AI-linked funding on 2026-08-28 pushed well over $1.5B into companies spanning fraud/identity fintech (Socure, which also acquired Fravity), foundation models (Stability AI), AI agents and enterprise tooling (Instinct, Generalist AI, Emerald AI, Owner), and AI-adjacent autonomous/aerospace ventures (Gatik, Regent Craft). The breadth and simultaneity of these rounds signal that investor appetite for AI is not concentrated in a single vertical but is broadening into applied and infrastructure-adjacent domains, with consolidation (Socure-Fravity) beginning alongside fresh capital formation.
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 ›
Recently verified
Checked against the original source
4,981
facts traced to their source — and we flag the ones that don't hold up.
101 entities tracked4,981 facts checked against source5,269 source documents archived
Query this data → isubstrate.com