Demand will remain very high for Peloton bikes: Cowen senior internet analyst
John Blackledge, Cowen senior internet analyst, and Brent Thill, Jefferies lead tech analyst, join 'Squawk Alley' to discuss the 'stay-at-home' winners and if consumers will go after big ticket items like Peloton bikes this holiday season. The next couple months will be huge for these cloud platforms, says Blackledge. We expect good growth from all of them. And with coronavirus cases in the U.S. surging, these platforms are really well positioned, he adds.