Paul Meeks: AI Infrastructure Spending is not Slowing Down

Freedom Capital Markets
Jul 16
1 min read

CNBC Morning Call

16 July 2026

Paul Meeks, Head of Technology Research at Freedom Capital Markets, said AI infrastructure spending remains strong through at least 2028, stays bullish on TSMC and sees long term value in Netflix.

Link to Video: Paul Meeks: AI Infrastructure Spending is not Slowing Down

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