Latest / Market Pulse by Orestes Capital
June 18, 2026 - AI Hardware Explodes as the Fed Turns Hawkish
AI hardware is ripping again — but the Fed just turned up the heat.
This episode of Market Pulse dives into the market’s latest tug-of-war: chip stocks and AI infrastructure names charging higher, even as a hawkish Fed pivot threatens to cool risk appetite. Investors are chasing the next leg of the AI trade, but rates, policy expectations, and stretched positioning are starting to matter again.
Is this the start of another AI-led melt-up, or the moment the Fed finally pushes back?
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The skinny
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