(This story is for CNBC Pro subscribers only). 

One of the top technology analysts thinks two big stocks are well-positioned to outperform if the economy sputters into a recession.

Mark Mahaney of RBC Capital Markets said on CNBC’s “Squawk Alley” that companies that rely on subscriptions and smaller purchases from consumers should be safer bets during a downturn. 

Originally published at CNBC

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