Sunday, September 27, 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 articleNasdaq· February 26, 2026

Stocks Mostly Lower as Nvidia Earnings Fail to Impress

View original at nasdaq.com
Stocks Mostly Lower as Nvidia Earnings Fail to Impress The S&P 500 Index ($SPX) (SPY) today is down -0.35%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.29%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.75%…
Opening lines of the source · Nasdaq · 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.

  • Q4 revenue of $11.20 billion, above consensus of $11.17 billion

    80% confidence
  • Q4 revenue of $596.4 million, stronger than consensus of $578.3 million

    80% confidence
  • Beating expectations is disgusting and one of the shames of capitalism

    80% confidence
  • Pure Storage outlook points to decelerating growth

    80% confidence
  • Full-year revenue forecast of $300 million to $410 million, weaker than consensus of $422.1 million

    80% confidence
  • Full-year free cash flow forecast of $1.90 billion, below consensus of $1.94 billion

    80% confidence
  • Q1 outlook above expectations

    80% confidence
  • Q4 net revenue of $4.49 billion, weaker than consensus of $4.51 billion

    80% confidence
  • Creative and positive ideas were exchanged and discussions have been positive so far and will continue

    80% confidence
  • Full-year revenue forecast of $2.63 billion to $2.67 billion, better than consensus of $2.60 billion

    80% confidence
  • Q4 revenue of $8.15 billion, above consensus of $8.12 billion

    80% confidence
  • Q4 sales of $721.6 million, well above consensus of $639 million

    80% confidence
  • Threatened to raise global tariff rate to 15%

    80% confidence
  • Gave Iran a March 1-6 deadline for an agreement over nuclear activities and threatened military strikes if it fails to comply

    80% confidence
  • Considering a limited military strike on Iran to ramp up pressure on the country to strike a deal over its nuclear program

    80% confidence
  • Q1 revenue forecast of $678 million, below consensus of $688.8 million

    80% confidence
  • Q1 revenue forecast of $11.03 billion to $11.08 billion, stronger than consensus of $10.99 billion

    80% confidence
  • Q4 data center revenue was $62.3 billion, stronger than consensus of $60.36 billion

    80% confidence
  • Iranian officials are again pursuing their sinister nuclear ambitions

    80% confidence
  • Q4 adjusted EPS of $6.42, well below consensus of $7.03

    80% confidence
  • Will continue to exclude data center revenue in China from forecasts due to concerns about Chinese government approval

    80% confidence
  • Excluding Magnificent Seven megacap technology stocks, Q4 earnings expected to increase by 4.6%

    80% confidence
  • S&P earnings growth expected to climb by 8.4% in Q4, marking the tenth consecutive quarter of year-over-year growth

    80% confidence
  • Q2 adjusted EPS of 83 cents, below consensus of 89 cents

    80% confidence
  • Cut full-year adjusted EPS to $3.93-$4.01 from previous forecast of $3.95-$4.11, weaker than consensus of $4.05

    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 AI Agents Scale Up Through Partnerships and Funding, But Data Readiness Lags Ambition
A wave of vertical AI-agent startups (Swarm, Veridox, Avallon AI, DA2, F2, Earthian, Meanwhile, Covecta, Penguin AI, Maisa AI) is being funded and profiled just as major infrastructure players — Microsoft/Mistral, Siemens/NVIDIA, and Manulife/Microsoft — cement enterprise AI governance and compute partnerships. Yet a Google Cloud report shows AI agents still lack access to the majority of company data (only 45% on average), and insider selling at incumbent C3.ai signals investor caution even as adoption intent (100% planned agentic AI use within two years) races ahead of actual data infrastructure.
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
Berkshire Hathaway
Both facts report Berkshire Hathaway's cash position on 2026-01-01 with identical observation timestamps, but claim vastly different values: 380 billion USD vs 400 USD. These cannot both be true for the same entity at the same point in time. The magnitude of the discrepancy (a factor of ~10^9) rules out rounding, unit conversion, or methodological differences.
We flag conflicts openly ›
Recently verified
✓ Checked against the original source
4,984
facts traced to their source — and we flag the ones that don't hold up.
101 entities tracked4,984 facts checked against source5,306 source documents archived
Query this data → isubstrate.com