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Ted Mortonson

Person

Heard in 2 episodes across 1 show since Sep 2026

Ted Mortonson is a managing director and technology sector strategist at Baird. He is known for analyzing technology-sector companies and investment opportunities.

Episodes

2
across 1 show

First heard

Sep 2026

Guest appearances

2

Episodes per month

Public PodLume episodes featuring it, over the last year.

Show the data
MonthEpisodes
Nov 20250
Dec 20250
Jan 20260
Feb 20260
Mar 20260
Apr 20260
May 20260
Jun 20260
Jul 20260
Aug 20260
Sep 20261
Oct 20261

What Ted Mortonson has said on podcasts

21 statements

  1. on AI infrastructureMixedOct 14, 2026· Bloomberg Surveillance

    AI infrastructure construction is positive but inflationary.

    “This infrastructure build is very positive and, quite frankly, Tom, very inflationary.”

    Listen at 44:06

    Open the episode · CPI and the AI Trade
  2. on AI hardware pricesNegativeOct 14, 2026· Bloomberg Surveillance

    GPU and semiconductor prices rose 15–20%, while memory prices rose triple digits.

    “GPUs or raw semis are up 15 to 20 percent. Memory is up triple digits.”

    Listen at 44:16

    Open the episode · CPI and the AI Trade
  3. on Microsoft, ServiceNow, and SalesforcePositiveOct 14, 2026· Bloomberg Surveillance

    Microsoft, ServiceNow, and Salesforce will drive enterprise AI adoption.

    “those are three companies that are going to fuel the AI revolution”

    Listen at 47:38

    Open the episode · CPI and the AI Trade
See all 21 statements →

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

Episodes

2 episodes featuring Ted Mortonson, newest first

Ted Mortonson · PodLume