Here's how the tech sector could perform on positive vaccine news

Mark Mahaney of RBC Capital Markets and Jethro Townsend of Addend Capital join "Squawk Alley" to discuss tech stocks and the rotation in stocks as positive vaccine news means investors are looking toward getting back to normal. The stay-at-home names are going to face pressure, says Mahaney. And now I think the market is going to look through and try and decide which of the Covid winners is actually doing something structurally different — that they took advantage of this opportunity, he adds.
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Mon, Nov 16 202012:17 PM EST

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