Latest / Market Pulse by Orestes Capital
September 21, 2026 - Real Yields Are Surging—So Why Won’t Tech Break?
Rising real yields are supposed to be kryptonite for technology stocks. Instead, the sector keeps pushing higher.
In this episode of Market Pulse, we examine why tech continues to defy one of its biggest macro headwinds. They break down the forces supporting the rally, including AI enthusiasm, resilient earnings expectations, market concentration, liquidity, and investor positioning—and explain why the bond market may still have the final word.
Is technology demonstrating genuine fundamental strength, or is the equity market simply ignoring the warning coming from rates?
A clear, timely look…
The skinny
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