Monday, October 26, 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
News articleYahoo Finance· February 17, 2026

Earnings live: Palo Alto Networks stock sinks after company cuts full-year-forecast

View original at finance.yahoo.com
“Coinbase (COIN) posted a quarterly loss in the fourth quarter amid a sharp retrenchment in the crypto trade that saw bitcoin (BTC-USD) fall 45% over the past six months.”
Verbatim excerpt from the source · Yahoo Finance · 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.

  • Coinbase has seen $420 million of transaction revenue in Q1 through February 10

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

    80% confidence
  • Airbnb forecasts Q1 revenue between $2.59 billion and $2.63 billion, ahead of analyst estimates of $2.52 billion

    80% confidence
  • Applied Materials stock is up 27% year to date in 2026

    80% confidence
  • Walmart's Q4 report will be the first under new CEO John Furner and the first since the company joined the trillion-dollar market cap club

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

    80% confidence
  • Crocs issued full-year 2026 profit guidance of $12.88 to $13.35 per share, beating analyst estimates of $11.92

    80% confidence
  • McDonald's Extra Value Meal is fundamental in the current operating environment and many locations would keep it

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

    80% confidence
  • McDonald's is not going to lose on value and has made significant progress on value and affordability platforms

    80% confidence
  • As GLP-1 adoption grows, consumers eat fewer calories in the day and change their dietary mix

    80% confidence
  • Coinbase expects Q1 subscription and services revenue of $550 million to $630 million

    80% confidence
  • Coinbase customer funds are safe despite users experiencing issues buying and selling on the exchange

    80% confidence
  • Baxter cited persistent problems from hurricane-related issues at one of its manufacturing plants as reason for below-estimate profit guidance

    80% confidence

Cited in these Via News reports

What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Enterprise Software Races to Govern and Consolidate Around Agentic AI
Enterprise software vendors are repositioning around autonomous AI agents. Salesforce is acquiring Braze, ServiceNow is launching agent governance tools (AI Passport, Super Intelligence Control Tower), SAP is pushing its 'Autonomous Enterprise', and Zeta is launching AthenaOS and its own inference model. Palantir is embedding itself in banking, aviation and sovereign AI infrastructure through partnerships with Customers Bank, Surf Air, Ondas and Armada. Governance, data sovereignty and enforced policy are emerging as preconditions for regulated sectors like finance. Investors such as Norwest see room to disrupt ERP and finance software, and they caution that AI should not be trusted with financial calculations. Consolidation and shareholder disputes (Salesforce/Braze, Tiny/Oso Cloud, ZenaTech/Boardwalktech) show the market reshaping.
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
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
Recently verified
✓ Checked against the original source
4,994
facts traced to their source — and we flag the ones that don't hold up.
101 entities tracked4,994 facts checked against source5,500 source documents archived
Query this data → isubstrate.com