Latest / Market Pulse by Orestes Capital
July 9, 2026 - Wall Street Shrugs Off War and Piles Into AI Chips
Markets are sending a strange but powerful message: geopolitical risk is rising, oil remains tense, and the macro backdrop is far from clean — yet investors keep reaching for the AI trade.
In this episode of Market Pulse, we break down why equities are looking through war risk, why semiconductor momentum refuses to die, and what the market’s rotation into AI chips says about positioning, liquidity, and investor psychology.
The tape is not calm. It is concentrated. And that makes this rally more important — and more fragile — than it looks.
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