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tech · sector mood
2019
year mood +0.16 · -0.22 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 -0.22 Jun Jul Aug Sep Oct +0.30 Nov Dec
month values ▾
JanFebMarAprMayJunJulAugSepOctNovDec
+0.02+0.10+0.20+0.20-0.22+0.20+0.20+0.10+0.20+0.30+0.30+0.30

Apple's January China warning and the May Huawei blacklist hurt chip suppliers, but the Fed's pivot to rate cuts fueled a strong tech rally (S&P +29%).

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 tech stories of 2019
Jan
Apple cuts revenue forecast due to China weakness, first guidance cut since 2002 cnbc.com →

Apple lowered its Q1 revenue guidance to $84 billion, citing economic slowdown in China and weaker iPhone upgrades globally. The rare move spooked markets, with shares dropping 7%, though services and wearables showed strong growth. The revision highlights risks from U.S.-China trade tensions and shifting consumer behavior.

May
US blacklists Huawei, disrupting global chip supply chains scmp.com →

The US added Huawei and 70 affiliates to its Entity List, restricting access to US technology without government approval. The move, backed by President Trump, targets national security concerns and impacts major global chip suppliers reliant on Huawei. Telecom and semiconductor markets may face disruptions due to tightened export controls.

May
Uber debuts below IPO price in $8.1B public listing inquirer.com →

Uber began trading at $42, nearly 7% below its $45 IPO price, raising $8.1 billion and achieving an $82 billion valuation despite market volatility and unprofitability concerns. The weak debut reflects broader skepticism around ride-hailing economics and trade tensions, though analysts note Uber's long-term potential in transportation and delivery services. The IPO remains the largest U.S. tech listing since Alibaba, with implications for investor sentiment toward high-profile, loss-making tech firms.