BANK 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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Adam Ziaja/Shutterstock.com

  • Bank of America Merrill Lynch outlined more than 60 events that could shake up the internet and gaming sector in the second half of 2019.
  • The firm’s analysis includes the companies that are likely to reap the most benefit from each event, and which firms face the greatest risk.
  • Here are ten of the biggest events investors should look out for in the internet and gaming space for the second half of 2019.
  • Visit the Markets Insider homepage to read more stories.

The rest of 2019 is set to be an exciting year for internet and gaming companies.

A team of analysts at Bank of America Merrill Lynch broke down which events in the second half of 2019 will have the greatest impact on the space.

From Google’s launch of its gaming platform to some of the biggest tech conferences, here are ten events in the internet and gaming space – listed in chronological order – that could move the market in the second half of 2019:


G20 summit in Osaka

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NICOLAS ASFOURI/AFP/Getty Images

When: June 26-28

Why: Trump’s meeting with Chinese President Xi Jinping could impact the retail supply chain and third-party sellers based in China.

Potential winners/losers: Amazon, Wayfair

Source: Bank of America Merrill Lynch


Amazon Prime Day

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Getty/Helen H. Richardson

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

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Getty Images

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

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Democratic debate stage in Miami
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Reuters

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

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

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Hope King/BI Intelligence

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

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Nick Bastone/Business Insider

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

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Antonio Villas-Boas/Business Insider

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

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Disney

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

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Amazon

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