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May 13, 2026 - AI Stocks Melt Up While Credit Cracks Beneath the Surface
Published 5 months, 1 week ago
Description
AI stocks are ripping, risk appetite is back, and the market is acting like the soft landing is already locked in.
But beneath the surface, credit stress is starting to flash warning signs.
In this episode of Market Pulse by Orestes Capital, we break down the rally in AI and tech, the disconnect between equity momentum and credit risk, and what investors should be watching as markets price perfection while cracks build below the surface.
From liquidity and positioning to consumer pressure, credit spreads, and macro risk, this episode connects the dots across the market’s most important signals.
If the AI trade is the headline, credit may be the warning label.