WSJ Tech News Briefing

Episode: TNB Tech Minute – TelevisaUnivision Returns to YouTube TV

Date: November 26, 2025
Host: Julie Chang

Overview

In this rapid-fire TNB Tech Minute, host Julie Chang breaks down the day's top technology news headlines, focusing on a major agreement between YouTube TV and TelevisaUnivision, significant investments by Foxconn in Wisconsin for AI infrastructure, and key stock movements among notable tech companies. The episode provides concise yet insightful updates for tech enthusiasts, business leaders, and investors.

Key Discussion Points & Insights

1. TelevisaUnivision Returns to YouTube TV

• Background: TelevisaUnivision’s channels had been unavailable on YouTube TV since late September following a carriage dispute.
• Main Development: A new multi-year deal has been signed, marking the return of the broadcaster to YouTube TV subscribers.
• Dispute Details:
  • YouTube TV's Proposal: Considered moving TelevisaUnivision’s offerings out of the basic package to a more expensive specialty tier due to viewership data.
  • TelevisaUnivision's Response: Called this move unfair, describing it as a “Hispanic tax.”
  • Resolution: The final deal apparently acknowledges the crucial role of TelevisaUnivision’s content in the lives of its Hispanic audience.
• Quote:

  "[YouTube TV] proposed cutting TelevisaUnivision from its basic offering of channels, instead offering it in a more expensive specialty tier ... Univision called the move unfair and said it amounts to a Hispanic tax." — Julie Chang [00:33]

• Quote:

  "TelevisaUnivision said the deal recognizes the essential role that its content plays in the daily lives of its viewers." — Julie Chang [01:05]

2. Foxconn’s $569 Million AI Investment in Wisconsin

• Announcement: Foxconn Technology has secured approval to invest an additional $569 million in its Wisconsin operations.
• Purpose: The capital will support the construction of AI infrastructure, responding to rising AI server demand from U.S. customers and aiming to strengthen domestic supply chains.
• Track Record: Foxconn claims over $2 billion already spent in Wisconsin, with around 1,500 production jobs created.
• Quote:

  "Foxconn ... said the planned additional investment is aimed at meeting rising AI server demand from U.S. customers and strengthening domestic supply chains." — Julie Chang [01:15]

3. Tech Stocks to Watch

• Dell: Raised full-year guidance, forecasts its AI server shipments to more than double.
  • Stock Impact: Shares rose more than 6%.
  • Quote:

    "Dell ... forecast AI server shipments would more than double. Shares were up more than 6% Wednesday afternoon." — Julie Chang [01:38]

• HP: Announced plans to cut up to 10% of its workforce, with further AI investments. Earnings guidance missed expectations.
  • Stock Impact: Shares fell over 1%.
• Autodesk: Raised its annual outlook; shares rallied nearly 3%.
• Workday: Despite raising forecasts, shares dropped over 8%.

Notable Quotes & Memorable Moments

• On YouTube TV & Univision Dispute:

  "Univision called the move unfair and said it amounts to a Hispanic tax. YouTube TV said its viewership data doesn't support keeping the service in its most popular package of channels." — Julie Chang [00:44]

• On Foxconn’s AI Push:

  "...the world's largest contract electronics maker, said the planned additional investment is aimed at meeting rising AI server demand from U.S. customers and strengthening domestic supply chains." — Julie Chang [01:18]

• On Tech Stock Movement:

  "Computer and printer maker HP plans to cut up to 10% of its workforce as it invests further in AI. Its annual adjusted per share earnings guidance missed expectations." — Julie Chang [01:50]

Timeline of Important Segments

• 00:16 – Introduction and headline about TelevisaUnivision’s return to YouTube TV.
• 00:33–01:05 – In-depth on the carriage dispute and resolution.
• 01:09 – Foxconn’s new investment and its context.
• 01:38 – Tech stocks update: Dell, HP, Autodesk, Workday.

Tone

The episode maintains its signature concise, factual, and business-focused tone, delivering essential news relevant to both tech insiders and a broader business audience.

For listeners: This episode offers a succinct roundup of impactful tech business developments, with a particular emphasis on the intersection of media, AI infrastructure investment, and market reactions in public technology companies.