360 Spotlight on the outlook for cloud and A.I. stocks next year - Steven Dickens joins the program to discuss. The key trend is the "infrastructure and application level," he says. He calls Nvidia (NVDA), Microsoft (MSFT), and Intel (INTC) stocks to watch in that area, along with smaller players like HashiCorp (HCP). He also talks security, saying 97% of executives that the Futurum Group interviewed were worried about cyberattacks.