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Source document· February 18, 2026

Earnings live: Wingstop stock surges on Q4 earnings beat, Garmin spikes, Analog Devices pops

View original at finance.yahoo.com
Earnings live: Wingstop stock surges on Q4 earnings beat, Garmin spikes, Analog Devices pops The software trade is still under pressure. Late Tuesday, shares of cybersecurity giant Palo Alto Networks (PANW) fell as much as 6% after the company cut its full-year earnings outlook…
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  • As of Feb. 13, 74% of S&P 500 companies had reported results, and blended earnings growth stood at 13.2%.

    80% confidence
  • McDonald's CFO Ian Borden stated that the company's value campaign is working and will not back down from winning on value.

    80% confidence
  • Crocs noted that it came off a strong holiday season with direct-to-consumer channel growth of 3.6%.

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

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

    80% confidence
  • McDonald's Q4 US same-store sales grew 6.8% during the quarter.

    80% confidence
  • Coinbase stated that user funds are safe after customers experienced issues buying and selling on the exchange.

    80% confidence
  • Coinbase has seen $420 million of transaction revenue in Q1 2026 through February 10.

    80% confidence
  • McDonald's CEO Chris Kempczinski stated the company is aware of growing GLP-1 adoption and factoring changing diet preferences into its offerings.

    80% confidence
  • Airbnb forecast Q1 2026 revenue between $2.59 billion and $2.63 billion, above analyst expectations of $2.52 billion.

    80% confidence
  • Coinbase expects Q1 2026 subscription and services revenue of $550 million to $630 million.

    80% confidence
  • Analog Devices cited strong demand from industrial and data center customers as the AI boom continues to drive semiconductor sales.

    80% confidence

Data points we hold from this source

Coinbase Global · revenue983 million_USD
Coinbase Global · revenue420 million_USD

Cited in these Via News reports

What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Vertical AI Agents Attract a Funding Wave Across Fintech-Adjacent Industries
A cluster of AI-native startups applying autonomous agents to narrow, operational problems — hotel front-desk staffing (Dextr AI), identity/fraud risk for financial institutions (Baselayer), insurance distribution (Napo, Connie Health, MGT Insurance) — closed seed-to-Series A rounds within days of each other in September 2026, with CB Insights running a coordinated CEO interview series to spotlight them. The pattern points to agentic AI maturing from generic chat tools into vertical, revenue-generating products, with identity verification for AI agents themselves (Baselayer) emerging as a new fintech infrastructure category responding directly to AI-driven fraud risk.
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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