I'd put my money on the challengers to Big Tech: Mark May
Mark May, Stifel Investment Banking managing director of internet and digital media, joins 'Squawk Alley' to discuss the names he's watching after yesterday's market move on promising Pfizer vaccine news. He also weighs in on the chance of tech regulation easing. The world did change a lot yesterday and it's not surprising we're seeing a rotation out of some tech names, says May. Expect the expected, a short-term rotation out of the work-from-home names, he adds.
Tue, Nov 10 202011:35 AM EST