WSJ Tech News Briefing – TNB Tech Minute: Nvidia Posts Record Sales, Beats Back Bubble Fears

Date: February 25, 2026
Host: Julie Chang

Episode Overview

This “Tech Minute” delivers a concise roundup of the day’s top tech headlines, focusing primarily on Nvidia’s record-setting sales, market reactions to Workday’s outlook amid AI concerns, and Samsung’s launch of the Galaxy S26 with notable AI features. Fast-paced and data-driven, the episode highlights recent financial milestones, competitive pressures, and the continued impact of AI advancements across the industry.

Key Discussion Points & Insights

1. Nvidia Smashes Records, Eases AI Bubble Fears

• Record Financials:
  • Nvidia reported a fourth-quarter net income of $43 billion (up 35% year-over-year).
  • Quarterly sales hit $68 billion, climbing 20% from the previous year.
• Market Impact:
  • The results exceeded analyst estimates, dispelling investor anxiety over a potential AI market bubble.
  • Nvidia’s market cap stood at nearly $5 trillion, securing its place as the world’s largest publicly traded company.
• Quote:
  • "Nvidia reported record sales and income in the January quarter, beating back concerns of a possible AI bubble." (Julie Chang, 00:32)

2. Workday’s Stock Whipsaw: Guidance and AI Risks

• Initial Market Reaction:
  • Shares of Workday initially fell up to 9.6%, then recovered to close up about 2%.
• Future Outlook:
  • Subscription revenue growth guidance was 12–13% for the fiscal year, slower than previous periods.
• AI Pressure:
  • Investors are wary that AI could threaten Workday’s core business.
  • The CEO pushed back, asserting that “no amount of coding can produce such a system” to replace Workday’s tools entirely.
• Quote:
  • "Workday’s CEO pushed back on the idea that the company's tools will be replaced by AI, saying no amount of coding can produce such a system." (Julie Chang, 01:09)

3. Samsung Galaxy S26 Launches with AI-Powered Features

• Unveiling Highlights:
  • The new Galaxy S26 introduces user-friendly AI tools.
  • Key features include:
    • Booking an Uber via voice/text input.
    • Editing photos in the Gallery app using AI prompts.
• Availability & Pricing:
  • Launching in the US and other markets mid-March.
  • Base model price increases by $40 to ~$900, reflecting higher memory chip costs.
• Quote:
  • "Users will be able to call an Uber by entering the destination through voice or text. Users will also be able to edit photos directly in the Gallery app by entering a prompt." (Julie Chang, 01:33)

Notable Quotes & Memorable Moments

• On Nvidia’s continued dominance:
  • "With each passing quarter, the pressure grows on Nvidia, which had a market value of nearly $5 trillion, is the world's largest publicly traded company." (00:46)
• Workday’s CEO on AI’s limitations:
  • “No amount of coding can produce such a system.” (01:10)
• Samsung on accessibility of AI:
  • "...highlighted the latest model's easy to use AI features." (01:24)

Timestamps for Key Segments

• 00:31 — Julie Chang introduces the day’s headlines.
• 00:32–00:46 — Nvidia’s record sales and market context.
• 00:46–01:13 — Workday’s results, AI risk response, and stock movement.
• 01:13–01:58 — Samsung Galaxy S26 launch; new features and price update.

Tone & Language

• The episode is direct, data-packed, and maintains the concise delivery typical of WSJ’s “Tech Minute.” Julie Chang’s reporting balances upbeat financial results with an analytical lens on market fears and tech advances.

Summary prepared for readers seeking a comprehensive, business-focused digest of the latest moves from tech industry leaders.