Paul Meeks, Head of Tech Research for NYC investment bank Freedom Capital Markets, who has covered tech for over 30 years, will review the sector trends and the key companies that have been pushed and pulled by them. What are these drivers, and are they sustainable? Looking forward not just to the second half of 2026 but beyond, which industries within the sector and which companies within these industries will feel the headwinds or tailwinds swirling about AI? Meeks will name names and offer both long and short stock ideas.
