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Top related persons:
Ted Mortonson - 2 — - 2 Baird - 2 Mortonson - 2 doesn't - 1 outlays - 1 Ross Sandler - 1 Morton - 1
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Service - 2 Nvidia - 2 Barclays - 1 Companies - 1 Business - 1 Nasdaq - 1 Federal - 1 Microsoft - 1

Search resuls for: "Baird's Ted Mortonson"


4 mentions found


☆ There's a hidden risk lurking for AI stocks in 2025
  + stars: | 2024-08-11 | by ( Matthew Fox | ) www.businessinsider.com   time to read: +6 min
Depreciation costs could lead to AI stock price declines and valuation scrutiny, according to Baird's Ted Mortonson. AdvertisementThe lurking problem is that the useful lifetime of AI GPU chips can be a lot shorter than many expect, especially as AI chips go through an ever-accelerating innovation cycle, leading to higher-than-expected depreciation expenses that ultimately drag down profits. For example, the bank expects Alphabet to record $28 billion in depreciation costs in 2026, which is 24% more than current consensus estimates of $22.6 billion. AdvertisementBut even that has its limits because of how quickly Nvidia is releasing new GPU chips. And for Mortonson, it all comes back to the return on invested AI capital.
Persons: Ted Mortonson, —, doesn't, outlays, Ross Sandler, Baird, Morton, Sandler, Mortonson, there's Organizations: Barclays, Service, Companies, Nvidia, Business
☆ AI spending is in the crosshairs in a 'make-or-break' week that determines where Big Tech heads next
  + stars: | 2024-07-30 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
The Roundhill Magnificent Seven ETF (MAGS) currently sits 11% off its highs. MAGS YTD mountain Magnificent Seven ETF performance This backdrop sets the tone for a "make or break week" coinciding with the Federal Reserve's July rate decision Wednesday, according to Wolfe Research's Chris Senyek. Now, more than 18 months after the launch of groundbreaking ChatGPT, Wall Street wants results. Some Wall Street analysts believe strong quarterly results may not be enough to reverse the pullback in tech shares. "My gut is that the tech earnings are going to come in better than people expect."
Persons: Morgan, Roundhill, Wolfe, Chris Senyek, Jay Woods, Sundar Pichai, Deutsche Bank's David Folkerts, Baird's Ted Mortonson, Senyek, Rowe Price, Dominic Rizzo, CNBC's Organizations: Nasdaq, Federal, Microsoft, Meta, Apple, Freedom Capital, Deutsche, Tech, Fed, Trump
☆ The AI boom is unraveling the most dominant tech trade of the last decade
  + stars: | 2024-06-15 | by ( Matthew Fox | ) www.businessinsider.com   time to read: +5 min
Software stocks have been slammed this year after a long period of strong performance. Meanwhile, hardware stocks are reaping the benefits of the AI boom as their profits soar. AdvertisementYear-to-date, hardware tech stocks are outperforming software tech stocks by a whopping 30 percentage points. AdvertisementThis dynamic means that hardware stocks will continue to outperform software stocks through 2025, according to Mortonson. "The moats that some of the software companies, not all but some, have around their businesses are not going to be quite as high.
Persons: Ted Mortonson, —, Baird, Mortonson, It's, Larry Tentarelli, Chip, Steve Eisman, Eisman Organizations: Service, Software, NYSE Arca, Dow Jones US Software, Nvidia, AMD, Micro Computer, Broadcom, Dell, Chip Daily, CNBC Locations: Salesforce, Snowflake
☆ Who’s the next Chegg? A.I. could threaten the main revenue sources for these companies
  + stars: | 2023-05-02 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
Tuesday's selloff in Chegg shares exposed some investors to the dark side of artificial intelligence, igniting concerns about how the latest technology craze may be putting some companies' revenue sources in danger. CHGG 1D mountain Chegg shares plummet on AI risks While Chegg may be the first shoe to drop, it's certainly not the last company set to showcase some of the risks posed by AI. Elsewhere, Deepwater Asset Management's Gene Munster sees potential risks ahead to some consulting companies known to outsource work for other businesses. Companies operating off of seat-based models, such as human resources companies, may face headwinds from declining headcount, but could benefit long term from optimizing AI, he added. To be sure, even the largest companies dominating the space and poised to prosper from AI face risks ahead.
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