2 Titans. 2 Announcements. 2 Responses.

Jun. 15, 2016 11:20 AM ET
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ETF investing, Momentum, social media

Contributor Since 2012

Jamie Wise is the Founder of BUZZ Indexes and the President and Chief Executive Officer of Periscope Capital, a Toronto-based hedge fund manager. BUZZ Indexes creates and maintains proprietary quantitative index and portfolio strategies based on Big Data analytics models. Established in 2009, Periscope Capital is an alternative investment asset manager focused on cross-asset arbitrage strategies. Previously, Mr. Wise was a managing director at Moore Capital Advisors Canada and a Managing Director and Portfolio Manager at the Bank of Montreal where he led an internal proprietary trading group. 

Mr. Wise has appeared on CNBC, BNN and regularly contributes to various podcasts and blog posts. He has been quoted in the Wall Street Journal, Bloomberg, MarketWatch and across leading ETF industry journals. Mr. Wise has an undergraduate business degree (hons.); graduating first in his class from the Ivey School of Business at the University of Western Ontario and holds a Chartered Financial Analyst (CFA) designation. 

On Monday, Apple (AAPL) announced a number of new features and benefits to its platform - largely centered around tighter integration and a better user experience. Microsoft (MSFT) chose the same day to announce its acquisition of LinkedIn (LNKD) for $26.2B. So, which of these two titans fared better in the social media landscape?

  1. MSFT Wins the Conversation Tide: Leaping over Apple, the amount of people talking about Microsoft's acquisition of LinkedIn represented an increase in the level of conversation 5 times over its normal volume. For all of the work Apple put into its developer platform, the response was lackluster, generating just a doubling of typical levels of conversation.
  2. AI for the Win: A hot topic, much of the acquisition news drove conversation around the future - and importance - of artificial intelligence to both Microsoft and the workplace.
  3. Notably Negative Sentiment for AAPL: Hand-in-hand with its increase in conversation volume, the news of the LinkedIn acquisition was markedly positive for MSFT (+55%). And while modest, it's notable that sentiment for AAPL declined overall (-33%).

Apple News Summary:http://www.theverge.com/2016/6/13/11906654/apple-wwdc-2016-news-highlights-recap-imessage-siri

Microsoft LinkedIn Acquisition:http://www.theverge.com/2016/6/13/11920072/microsoft-linkedin-acquisition-2016

Additional disclosure: Analysis of social sentiment performed by Buzz Indexes.

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