Macro
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month values ▾
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.30 | +0.14 | +0.30 | +0.30 | +0.12 | +0.30 | +0.30 | +0.30 | +0.30 | +0.30 | +0.30 | +0.30 |
A strong tech/comm year: Facebook's $19B WhatsApp buy, Alibaba's record IPO, Netflix scaling and a robust ad market. Consistently positive.
How this mood is scored ▾
Comcast is acquiring Time Warner Cable in a $45.2 billion all-stock transaction, creating a dominant cable entity with nearly 30% of U.S. video subscribers. The merger, pending regulatory approval, will expand Comcast's footprint in key markets and boost broadband and video offerings, while raising antitrust concerns. Time Warner Cable shareholders will own about 23% of the combined company, and Comcast plans a $10 billion share buyback upon closing.
AT&T has agreed to buy satellite TV provider DirecTV for $48.5 billion, creating a combined entity with 26 million video customers. The deal, pending regulatory approval, aims to enhance bundled offerings across TV, broadband, and mobile services amid industry consolidation. The move positions AT&T to better compete with Comcast and other major players, leveraging synergies and expanding its quad-play potential in the evolving media landscape.