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Feb 18, 2026 Ted Mortensen, a managing partner at Baird with deep market expertise, weighs in on AI, software, cloud spending, and semiconductor demand. He discusses the tension between AI hype and real investment cycles. He breaks down compute and memory pressures, hyperscaler capex strains, and what chipmakers must prove to calm markets.
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Apple Targets Low-Cost MacBook Push
- Apple plans in-person March 4 showcases in major global cities and likely will unveil a low-cost MacBook powered by an iPhone chip.
- The new MacBook could target a $700–$900 price band and challenge Chromebooks and budget PCs.
Physical AI Could Become A Trillion-Dollar Market
- Barclays projects physical AI could reach a $1 trillion market by 2035, with autonomous vehicles making up nearly half.
- Autonomous vehicles benefit from vast real-world driving data and an existing automotive supply chain advantage.
Why Humanoids Face A Data Problem
- Humanoid robots lag due to a lack of physical-AI data and the need for precise force and interaction rules in real-world tasks.
- Scaling humanoids requires building extensive physical 'dictionaries' of responses to variable conditions like weight and friction.