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Macro

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communication · sector mood
2016
year mood +0.17 · +0.05 to +0.30 across 12 mo
Monthly mood
bearish −1 +1 bullish
-0.5 -0.25 0 +0.25 +0.5 Jan Feb Mar Apr May Jun Jul +0.05 Aug Sep Oct Nov +0.30 Dec
month values ▾
JanFebMarAprMayJunJulAugSepOctNovDec
+0.10+0.10+0.20+0.20+0.20+0.10+0.05+0.20+0.20+0.05+0.30+0.30

Trump rally, reflation optimism

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 11, 2026
Top communication stories of 2016
Jul
Verizon acquires Yahoo for $4.8 billion to boost digital media techcrunch.com →

Verizon is buying Yahoo's core internet business for $4.83 billion in cash, excluding Yahoo's stakes in Alibaba and Yahoo Japan, to combine it with AOL and strengthen its digital advertising reach. The move positions Verizon as a major mobile media player aiming to rival Google and Facebook, though integration challenges and Yahoo's financial losses pose risks. The deal reflects Verizon's strategy to diversify beyond telecom into scalable digital content and advertising.

Oct
AT&T bids $85.4 billion to acquire Time Warner cbsnews.com →

AT&T announced a $85.4 billion acquisition of Time Warner, combining telecom and entertainment assets including HBO, CNN, and Warner Bros. The deal faces regulatory scrutiny over media consolidation concerns and potential antitrust issues. Market implications include heightened competition with tech giants and possible consumer impact from data and content bundling.