What’s News in Earnings: How AI Agents Are Boosting Nvidia–and Opening the Door to Challengers

The Wall Street Journal

22 May 2026

Bonus Episode for May 22. Financial results from Nvidia give investors a look into the “parabolic” demand for AI hardware. Wall Street Journal Reporter Robbie Whelan discusses how the rise of AI agents is shifting the company’s business, and how Nvidia could benefit from blockbuster IPOs from SpaceX and OpenAI–even with rising competition in the chip industry. Heard on the Street columnist Dan Gallagher hosts this special bonus episode of What's News in Earnings, where we dig into companies’ earnings reports and analyst calls to find out what’s going on under the hood of the American economy. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices