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The State of Technology

Discussion with Baird’s Technology Sector Strategist

Digital transformation and generative AI are reshaping the Technology sector. In an evolving macro backdrop, hear how investors are approaching the market and which secular themes are driving the recent recovery in Technology equities. Baird’s Technology Sector Desk Specialist Ted Mortonson shares his perspectives summarizing 60 Q1 Technology earnings calls and discussions with over 140 institutional Technology investors.

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Read more about Baird Global Investment Banking’s Equity Capital Markets team and Technology & Services practice.

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Macie House

Renn Anderson

Tom Schadewald

Kotryna Smith