Ted Mortonson
Managing Director, Technology at Baird with experience in aerospace and defense; provides equity research and commentary on NVIDIA, semiconductors, and AI infrastructure.
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Feb 26, 2026 • 28min
Nvidia Fails to Stoke AI Trade
Drew Matus, MetLife market strategist who focuses on macro and Fed direction; John Bilton, JPMorgan multi-asset chief and former chemist who models asset allocation; Ted Mortonson, Baird tech analyst with semiconductor and AI infrastructure expertise. They debate Nvidia pricing and alternative silicon. They unpack how agentic AI reshapes compute, software economics, and portfolio positioning amid tech repricing.
