Latest / Market Pulse by Orestes Capital
July 2, 2026 - AI Infrastructure Cracks as Jobs Data Stuns Markets
A weak labor shock hit the tape — and the AI infrastructure trade suddenly cracked.
In this episode of Market Pulse, we break down why the jobs data rattled markets, how the slowdown narrative collided with stretched AI expectations, and why the selloff in AI infrastructure may be signaling something bigger beneath the surface.
Is this just a growth scare… or the first real unwind of one of the market’s most crowded trades?
Tune in for the key market moves, the macro signal, and what investors should watch next.
Disclosure: This podcast is for informational and educational purposes only and…
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