2017 was a strong year for big-cap stocks, as Facebook, Amazon, Netflix, and Google all handily beat the returns delivered by the NASDAQ. James Cakmak, Internet Analyst at Monness, Crespi, Hardt, was with us to deliver his tech stock outlook for 2018.
The past year delivered remarkable returns for big tech stocks, and Cakmak says the momentum will continue into 2018. Despite financial success, he sees headline risks persisting for Facebook, Amazon, and Google as regulatory scrutiny looms. The analyst names Amazon as the "most politically savvy" tech company, saying they are getting closer to the government as agencies adopt AWS and cities try become the location of choice for its new headquarters.
Facebook has made an aggressive move forward with its video strategy as it looks to diversify its revenue from traditional ads. Cakmak weighs in on whether Facebook Watch will be the next big way for them to bring in revenue.
Chris Versace, CIO at Tematica Research, joins to discuss earnings season trends, Flash PMI signals, Walmart’s strategy updates, and Nike’s evolving outlook.
Andrew Nusca, Editorial Director at Fortune, dives into WhatsApp’s first-ever ads rollout —and how Meta’s ad push intensifies its showdown with OpenAI.
Ben Geman, Energy Reporter at Axios, joins to discuss the latest Middle East tensions, Brent crude price swings, and why gas prices aren’t falling with oil.
Al Root, Associate Editor at Barron's, joins to discuss Tesla’s robotaxis going live in Texas—what it means for autonomy, safety, and the EV race ahead.
Dena Jalbert, M&A expert and CEO of Align Business Advisory Services, on the state of U.S. M&A: deals worth $1–$10 billion (including debt) are surging.
Jeremy Jansen, Head of Supply Chain at Wells Fargo, unpacks the ongoing trade talks between the United States and China as consumers still wonder about tariffs.
A group of Democratic Texas lawmakers is asking Elon Musk to delay his rollout of driverless ‘robotaxis’ in the state this weekend to assure the vehicles are safe enough.
