scorecardBANK OF AMERICA: These 10 crucially important events will determine the fate of internet and gaming stocks in the second half of 2019
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BANK OF AMERICA: These 10 crucially important events will determine the fate of internet and gaming stocks in the second half of 2019

G20 summit in Osaka

BANK OF AMERICA: These 10 crucially important events will determine the fate of internet and gaming stocks in the second half of 2019

Amazon Prime Day

Amazon Prime Day

When: July 15-16

Why: Analysts from Bank of America expect Amazon to offer attractive deals on electronics and possible discounted Prime memberships.

Potential winners: Amazon

Potential losers: eBay, retail sector

Source: Bank of America Merrill Lynch

From Insider Picks: Amazon Prime Day 2019 is fast approaching — check out the best deals we expect to see again this year

House and Senate hearings on Facebook's Libra

House and Senate hearings on Facebook

When: July 16-17

Why: According to Bank of America's analysts, Facebooks plans on fully cooperating with the hearing but has no intention of pausing the project.

Potential winner/loser: Facebook, of course

Source: Bank of America Merrill Lynch

Democratic primary debates

Democratic primary debates

When: Second half of 2019

Why: Privacy and antitrust regulation on big tech companies are expected to major topics in the Democratic debates.

Potential winners/losers: Facebook, Amazon, Netflix, Alphabet

Source: Bank of America Merrill Lynch

Amazon's NFL partnership

Amazon

When: Second half of 2019

Why: The National Football League is reportedly looking for a new digital streaming partner to replace DirecTV, and has reportedly already held conversations with Amazon about striking a deal this year.

Potential winners: Amazon

Potential losers: Netflix

Source: Bank of America Merrill Lynch

Advertising Week

Advertising Week

When: September 23-26

Why: Executives from Facebook, Snap, Twitter, and Google are all expected to speak at the global advertising conference.

Potential winners: Facebook, Alphabet, Twitter, Pinterest, Snap, Amazon

Source: Bank of America Merrill Lynch

TwitchCon

TwitchCon

When: September 27-29

Why: The annual streaming conference put on by Amazon-owned Twitch is likely to be filled with new announcements for streaming features, content investments, and eSports developments.

Potential winners: Amazon, Activision, Electronic Arts

Potential losers: Facebook, Google

Source: Bank of America Merrill Lynch

Google's Stadia launch

Google

When: November

Why: Alphabet's Google is expected to release its gaming platform, Stadia, in 14 countries with about 60 games starting at $10 a month.

Potential winners: Alphabet, Electronic Arts, Activision, Take Two Interactive

Source: Bank of America Merrill Lynch

Disney+ launch

Disney+ launch

When: November 12

Why: Disney is expected to release its own streaming service, Disney+, to compete directly with Netflix.

Potential winners/losers: Amazon, Netflix

Source: Bank of America Merrill Lynch

AWS Re:Invent conference

AWS Re:Invent conference

When: December 2-6

Why: Amazon's most important event for Amazon Web Service's customers will receive a lot of attention from the investor community, according to Bank of America's analysts.

Potential winners: Amazon

Potential losers: Microsoft, Alphabet

Source: Bank of America Merrill Lynch

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