TNB Tech Minute: AI Acceleration Could Help U.S. Stock Indexes Regain Ground In 2026
WSJ Tech News Briefing
The Wall Street Journal
4.3 • 1.7K Ratings
🗓️ 31 December 2025
⏱️ 3 minutes
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| 0:00.0 | Right, that's it. Come on. Lights out. You've got a test tomorrow. Just two minutes. I'm about to reach the next level. It's going off now. Yeah, whatever. Let's see. Where's the app? Oh, here it is. What? How? Oh, no. You're out. Better look next time. Mom! It's game over for late nights on school nights. EE Wi-Fi controls help you get them off the Wi-Fi and into bed. |
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| 0:27.8 | To verify I see EE.com.com. |
| 0:31.2 | Here's your afternoon, TNB Tech Minute, for Wednesday, December 31st. |
| 0:35.9 | I'm Julie Chang for the Wall Street Journal. |
| 0:38.4 | AI acceleration could pave the way for U.S. stock indexes to regain ground by early |
| 0:43.6 | 2026. That's according to XTB Research Director Kathleen Brooks in a note. She says U.S. |
| 0:50.3 | stocks have lagged other global indexes this year, even as U.S. tech firms are getting bigger, |
| 0:55.5 | which has raised questions about valuations. Still, she says if AI is nearing a breakout phase, |
| 1:01.7 | U.S. stocks could regain leadership. In markets, some of the biggest stock moves of this year |
| 1:08.4 | included Western Digital. The data storage stock has jumped over 280 |
| 1:13.9 | percent, marking its best year ever, and making it the S&P 500's top gainer. Hard drive makers |
| 1:20.8 | have researched as investors bet on AI driving demand for digital storage. Shares of rival |
| 1:26.6 | Seagate technology have soared roughly 218%. |
| 1:30.2 | And Micron Technology jumped nearly 238% through today. Chipmakers were investor darlings this year |
| 1:38.4 | propelled by the U.S.-China AI arms race and a capital spending boom. AmD and NVIDIA were both set for double-figure |
| 1:45.9 | percentage annual gains. On the flip side, Bitcoin accumulation company Strategy was the NASDAG |
| 1:53.2 | composite's biggest loser even after it took steps in December to insulate itself from the |
| 1:58.3 | cryptocurrency sell-off. Shares dropped 47% through Tuesday. |
| 2:03.3 | Meanwhile, pressures, including U.S. tariffs, AI-related disruption, and more, pummeled several |
| 2:09.0 | companies in 2025 to the point that they had their worst annual performance in at least 20 years, |
| 2:14.7 | according to Dow Jones market data. In one example, IT firm Gartner plunged 47%, |
... |
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