Record Nvidia Earnings Ease Fears of AI Bubble

WSJ Minute Briefing

The Wall Street Journal

News, Business News

4.1 • 671 Ratings

🗓️ 25 February 2026

⏱️ 3 minutes

🔗️ Recording | iTunes | RSS

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Summary

Plus: Salesforce revenue outlook falls below expectations. Cava shares surge as the restaurant chain reports positive sales. Katherine Sullivan hosts. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Sharpen your perspective on the future of technology and business in 2026.
0:04.9	Take a look inside the new edition of ThoughtWorks Looking Glass and discover how business leaders can prepare their organizations for the future and make informed decisions that have a lasting impact.
0:15.3	Find out more at ThoughtWorks.com slash looking glass.
0:23.4	Here's your closing bell brief for Wednesday, February 25th.
0:27.5	I'm Catherine Sullivan for the Wall Street Journal.
0:30.5	U.S. stocks rose today as investors looked ahead to major earnings reports.
0:35.0	Technology and software sectors led the rebound from Monday's market
0:38.3	sell-off. The NASDAQ climbed 1.3% following a rally in artificial intelligence names,
0:44.4	the S&P 500 and the Dow both gained less than 1%. Among individual companies,
0:50.8	Nvidia reported earnings after the bell, quelling fears of an AI bubble with $68 billion
0:56.0	in sales in the fourth quarter. The stock was up 3% in after-hours trading. Salesforce similarly
1:02.9	reported earnings after the close. Its revenue outlook was weaker than analysts expected,
1:07.7	and the stock was down nearly 5% after hours on concerns that AI will threaten its business.
1:14.0	Netflix shares jumped 6% during the trading session. The rally followed news that Warner Brothers
1:18.9	discovery said it would consider a new Paramount Guidance bid. Lowe's shares dropped nearly
1:24.7	6% despite reporting stronger than expected quarterly results.
1:28.7	The retailer warned that economic uncertainty in a frozen housing market are hurting business.
1:34.0	And Mediterranean restaurant chain Kava saw its shares surge over 26%.
1:38.5	The company reported quarterly sales and annual guidance that both topped analyst forecasts.
1:44.4	Heads up, an artificial intelligence tool helped us make this episode by creating
1:48.5	summaries that were based on WSJ reporting and then reviewed and adapted by an editor.
1:53.3	We'll have a lot more coverage of the day's news on the WSJ's What's News podcast.
	...

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