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Macro

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communication · sector mood
2018
year mood +0.15 · +0.00 to +0.30 across 12 mo
Monthly mood
bearish −1 +1 bullish
-0.5 -0.25 0 +0.25 +0.5 Jan +0.30 Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
month values ▾
JanFebMarAprMayJunJulAugSepOctNovDec
+0.30+0.10+0.10+0.14+0.20+0.19+0.20+0.20+0.20+0.10+0.10+0.00

Choppy: Volmageddon and a Q4 selloff bracketed the year, Facebook's Cambridge Analytica scandal hit social/ad, but the AT&T-Time Warner merger cleared court. Mildly positive, volatile.

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 2018
Apr
T-Mobile and Sprint merge in $26.5 billion all-stock deal cnbc.com →

T-Mobile and Sprint have agreed to merge in a $26.5 billion all-stock transaction, creating a combined entity valued at $146 billion including debt, aiming to better compete with Verizon and AT&T. The merged company will retain T-Mobile's name and leadership under CEO John Legere, with dual headquarters and a focus on rapid 5G deployment. The deal faces significant regulatory scrutiny, but if approved, will form the third-largest U.S. wireless carrier with 100 million subscribers.

Jun
AT&T's $85B Time Warner merger approved by federal judge fortune.com →

A U.S. District Court judge approved AT&T's acquisition of Time Warner without conditions, rejecting DOJ claims that it would harm competition and consumers. The decision clears a major hurdle for the $85 billion deal, boosts M&A prospects across media and telecom, and may influence pending transactions like Disney-Fox and CVS-Aetna.