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Macro

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communication · sector mood
2000
year mood +0.06 · -0.40 to +0.41 across 12 mo
Monthly mood
bearish −1 +1 bullish
-0.5 -0.25 0 +0.25 +0.5 Jan +0.41 Feb Mar Apr May Jun Jul Aug Sep Oct Nov -0.40 Dec
month values ▾
JanFebMarAprMayJunJulAugSepOctNovDec
+0.41+0.37+0.40+0.19-0.10+0.24+0.12+0.11-0.30+0.10-0.40-0.40

The communication sector is sharply positive this month, driven primarily by the landmark $162 billion AOL-Time Warner merger, which has buoyed sentiment through a powerful signal of convergence and scale in digital media and telecom. While Lucent’s profit warning and steep share decline weighed on telecom equipment sub-sectors, the transformative nature of the merger has dominated market perception, reinforcing confidence in strategic consolidation and future growth in integrated communication services.

How this mood is scored ▾
Each day the model reads that day's news for the sector and asks, as someone who owns assets or makes their living in it: how am I feeling this month, and why? The month's mood is that running answer, tied to the specific events driving it (the story shown above). It leans on trusted, higher-impact reporting, and on the prior month when a month is quiet, so one loud headline can't swing it. The read updates daily through the month; once a month ends, its mood is locked. This year is read live from the news the pipeline actually collected (hover a bar for its story count). · last computed Jul 06, 2026
Top communication stories of 2000
Jan
AOL Acquires Time Warner in $162B Media Merger abcnews.com →

America Online is acquiring Time Warner in a landmark $162 billion deal, creating the world's largest media and entertainment conglomerate, AOL Time Warner Inc. The merger unites AOL's digital reach with Time Warner's content assets, including CNN, HBO, and Time Inc., under CEO Gerald Levin and Chairman Steve Case. The deal signals a shift toward internet-driven media dominance and may trigger consolidation across the sector, boosting rival media and internet stocks.

Jan
Lucent warning stuns Wall Street; shares plunge 28% forbes.com →

Lucent Technologies, the most widely held US stock, warned that quarterly results would badly miss forecasts. The blowup rattled the telecom-equipment complex and foreshadowed the sector's coming collapse.

Feb
Vodafone acquires Mannesmann in $190B record takeover goldmansachs.com →

Vodafone AirTouch acquired German conglomerate Mannesmann in a $190 billion hostile takeover, advised by Goldman Sachs, creating the world's largest mobile telecom provider. The deal marked a milestone in European M&A activity and led to significant follow-on transactions, including divestitures and financing mandates, shaping global telecom market dynamics.