Ted Mortensen
Managing partner at Baird who discusses market dynamics around AI, software, cloud spending, and semiconductor demand.
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Feb 18, 2026 • 44min
Warner Bros. Discovery Reopens Paramount Talks; Invesco's Brian Levitt
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.
