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WSJ Tech News Briefing

TNB Tech Minute: Following Tech Rout, U.S. Markets Stabilize

WSJ Tech News Briefing

The Wall Street Journal

Tech News, News

4.31.7K Ratings

🗓️ 5 November 2025

⏱️ 2 minutes

🧾️ Download transcript

Summary

Plus: Tech companies turn to smaller power equipment manufacturers to power data centers. And the Motion Picture Association sends Meta a cease-and-desist over its use of the term “PG-13.” Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

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0:32.5

tnb tech minute for wednesday november 5th i'm zoiekin for the Wall Street Journal. A sell-off sparked by

0:39.7

doubts over the AI trade is showing signs of fading out. Futures tied to the tech-heavy NASDAQ

0:45.2

100 were flat, while contracts based on the S&P 500 and Dow Industrials held broadly steady, despite

0:52.3

U.S. indexes notching their worst day in weeks yesterday.

0:56.0

Wall Street's Fear Index, the VIX Index of Equity Volatility, ticked higher early Wednesday

1:00.9

as investors questioned whether lofty valuations and massive AI outlays were justified.

1:07.1

Staying on the topic of tech companies wrapped up in the AI race, many are in a rush to get electricity,

1:13.1

creating a new windfall for manufacturers of smaller, pricier power equipment that is readily available.

1:19.1

While large natural gas turbines are a natural fit for data centers with big power needs,

1:24.0

these often face years-long wait lists and lengthy construction schedules. Instead,

1:28.5

data centers are turning to more expensive off-grid solutions that are more readily available,

1:33.3

like Bloom Energy's solid oxide fuel cells, which use natural gas as fuel. Shares of

1:39.3

bloom energy are up roughly 480% this year. And we're exclusively reporting the Motion Picture Association sent

1:47.7

meta-platforms a cease-and-d-assist letter last week over Instagram's use of the term PG-13

1:53.1

in its descriptions of certain content. Instagram said last month it would implement a new system

1:58.7

consistent with PG-13 movie ratings to protect

2:01.7

teenage users on the app. The letter, which was viewed by the Wall Street Journal, said

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