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

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

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

    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
Autumn 2026 Biopharma Catalyst Season: Late-Breaking Data, FDA Milestones and the Rise of AI-Designed Drugs
Late-September and early-October 2026 conferences (EASD, EADV, IGCS) brought a cluster of positive late-breaking trial readouts. These covered obesity and metabolic disease (Novo Nordisk's CagriSema), immunology (Lilly's EBGLYSS, tulisokibart) and oncology (Rina-S, Agenus BOT+BAL). Ahead lie hard regulatory catalysts, led by the 14 Nov 2026 FDA PDUFA date for ivonescimab. At the same time, Insilico-style AI-designed drugs such as rentosertib are showing anti-aging signals. That points to AI-driven drug discovery moving from concept toward clinical validation. Unrelated tech and regulatory items (Tesla Cybercab probe, xAI litigation, OpenAI agent incident) and the speculative QAIAx claims are peripheral to this story.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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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