Macro
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month values ▾
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.48 | +0.00 | +0.10 | +0.10 | +0.10 | +0.56 | +0.10 | +0.44 | +0.20 | +0.20 | +0.10 | +0.20 |
The tech sector remains neutral this month, with sentiment supported by Microsoft’s $26.2 billion acquisition of LinkedIn, a move signaling confidence in professional digital platforms and data-driven services. While the deal underscores strategic expansion in enterprise software and cloud-adjacent offerings, it does not materially shift sector-wide momentum. Broader market stability and lack of additional sector-specific catalysts keep the overall read flat.
How this mood is scored ▾
Apple reported record Q1 revenue of $75.9 billion but forecast a decline for the current quarter, signaling its first year-over-year drop in over ten years due to weakening iPhone demand. The iPhone, contributing over 60% of revenue, saw sales below expectations, raising concerns about market saturation and future profitability. Analysts note broader smartphone market slowdown, while Apple maintains focus on product innovation.
Microsoft is acquiring LinkedIn in an all-cash $26.2 billion deal, with LinkedIn CEO Jeff Weiner remaining in place and reporting to Satya Nadella. The acquisition aims to accelerate growth in Microsoft's Office 365 and Dynamics platforms while enhancing LinkedIn's reach in the professional network economy. The deal is subject to shareholder and regulatory approval, with expected closing by year-end.
Uber has exited China by selling its local operations to rival Didi Chuxing, ending a costly price war that saw Uber lose $1 billion annually. The deal, valuing the combined entity at $35 billion, allows Uber to focus on global markets and profitability ahead of a potential IPO, while Didi gains control of Uber’s China business and takes a stake in Uber’s global operations, enhancing its international reach.