Latest / Market Pulse by Orestes Capital
July 10, 2026 - Markets Bet on AI While Hormuz Sends a Warning
Wall Street is piling back into the market’s heaviest AI winners—but the message from the Strait of Hormuz tells a very different story.
In this episode of Market Pulse, we break down the growing disconnect between risk assets and geopolitical reality, why investors continue to crowd into capital-intensive AI trades, and what the oil market may be signaling beneath the surface.
Is the market correctly looking through the noise—or underpricing a shock that could quickly hit inflation, yields, and growth?
A fast, sharp breakdown of the forces driving today’s market—and the risks investors may…
The skinny
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