Latest / Market Pulse by Orestes Capital
July 22, 2026 - Alphabet Beats—Then Sells Off: The Market’s AI Bar Just Moved Higher
Alphabet delivered strong results—but the stock still fell after the close.
In this episode of Market Pulse, we examine why solid earnings were not enough to satisfy investors, what the reaction says about increasingly demanding AI expectations, and how rising yields and surging oil prices are tightening financial conditions around the market’s biggest technology companies.
When even an earnings beat triggers a selloff, the message is clear: investors are no longer rewarding good results. They are demanding perfection.
Disclosure: This podcast is for informational and educational purposes…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.