Latest / Market Pulse by Orestes Capital
August 27, 2026 - Nvidia Rips Higher—But Credit Markets Are Starting to Crack
Nvidia is surging, technology stocks are celebrating, and the artificial-intelligence trade appears stronger than ever. But beneath the equity rally, credit markets are sending a far less comfortable message.
In today’s Market Pulse, we examine the growing divide between enthusiasm in mega-cap technology and emerging stress in the markets that finance corporate risk. Is Nvidia’s strength confirming a durable bull market—or masking deteriorating liquidity, tighter financing conditions, and weakening investor risk appetite elsewhere?
We break down why equity and credit markets can tell very…
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