Permanent changes from the coronavirus pandemic will benefit these tech stocks, Credit Suisse says

A worker assembles a box for delivery at the Amazon fulfillment center in Baltimore, Maryland, U.S., April 30, 2019.
Clodagh Kilcoyne | Reuters

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The coronavirus crisis may cause "permanent shifts" in the American economy that will hurt some tech companies and boost others, according to a new note from Credit Suisse.

Analysts at the firm identified four major themes that should change the business world after the crisis passes and identified two big tech stocks best positioned to take advantage.