Demand will remain very high for Peloton bikes Cowen senior internet analyst

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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. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi • » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision • » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC • » Subscribe to CNBC Classic: https://cnb.cx/SubscribeCNBCclassic • Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. • The News with Shepard Smith is CNBC’s daily news podcast providing deep, non-partisan coverage and perspective on the day’s most important stories. Available to listen by 8:30pm ET / 5:30pm PT daily beginning September 30: https://www.cnbc.com/2020/09/29/the-n... • • Connect with CNBC News Online • Get the latest news: http://www.cnbc.com/ • Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC • Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC • Follow CNBC News on Twitter: https://cnb.cx/FollowCNBC • Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC • https://www.cnbc.com/select/best-cred... • #CNBC • #CNBCTV

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