How these investors are playing stay-at-home stocks going into the holidays
CNBC's "Squawk Alley" team discusses markets, expected holiday sales and what stocks to watch, including stay-at-home stocks, with Youssef Squali of Truist Securities and Laura Martin of Needham. We've been expecting an acceleration in top line growth for many of the companies we follow, says Squali. The question is, what will 2021 really look like? I think Q4 is a gimme right now — everybody anticipates that acceleration. And to a certain degree, it's already baked into a lot of these stocks.