There’s been a recent divergence in the performance of the Big Tech titans that have ruled the market for so long. So we ask the question: what’s the new set of stocks to lead the way in the new year? Plus Bank of America’s Savita Subramanian and, with less than 10 days to go ‘til Christmas, how to play the big names in retail.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.