AI Trade Faces a “PR Problem” Despite Strong Fundamentals, says Analyst

Freedom Capital Markets

Sep 17

1 min read

CNBC

17 September 2026

Paul Meeks of Freedom Capital Markets says AI’s public-image problem could weigh on the trade through the U.S. midterms, even as earnings and spending signals remain robust. His chief concern is rising U.S. interest rates, which could raise funding costs for debt-reliant AI infrastructure builders and pressure long-duration tech valuations. He also says Chinese open-weight AI models could take market share from U.S. rivals if the technology gains broad adoption.

Link to Video: AI Trade Faces a “PR Problem” Despite Strong Fundamentals, says Analyst

Important Notices and Disclosures

The materials provided here are intended solely for informational and educational use. They do not constitute investment advice, a recommendation of any security or strategy, or an offer for any financial product or service by Freedom Capital Markets (FCM) or its affiliates. The information is not from FCM’s research department and should not be considered a research report or used for investment decisions. FCM is not liable for any reliance on these materials and holds no responsibility for updates. Reproduction or distribution without FCM’s consent is prohibited.

Freedom Capital Markets is the Investment Banking and Equity Capital Markets arm of Prime Executons, Inc., an NYSE, FINRA, and SIPC Member Firm.