Editorial companion

What stands out

Mark Mahaney, Evercore ISI senior managing director, named Amazon and Meta Platforms as two of his top large-cap picks on Fox Business and added Spotify to the list, while laying out expectations for the upcoming earnings season. The notable detail is the focus on big-cap consumer tech names rather than cyclical sectors, a reminder that sell-side strategists often concentrate on companies whose earnings season moves can swing indexes. The clip matters because it pairs high-profile stock endorsements with a talk about earnings cadence, which tends to drive short-term flows and headline-driven trading.