Latest / Market Pulse by Orestes Capital
August 25, 2026 - Tech Rips Higher—But Credit Is Flashing Red
Wall Street is trading two very different markets.
Technology stocks are surging as investors continue to chase growth, AI, and the promise of accelerating earnings. But beneath the equity rally, credit markets are beginning to fracture—raising questions about liquidity, refinancing risk, and whether lenders are seeing trouble that stock investors are ignoring.
In this episode of Market Pulse, we examine the widening disconnect between soaring technology shares and deteriorating signals across corporate credit. Is the stress contained to weaker borrowers, or is it an early warning that…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.