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Capitalbytes

Capitalbytes

  • Equity Analysis
  • Data & Analytics
  • Global Finance
  • Investment Strategies
Semiconductor Stocks Are Splitting in Two: AI Exposure vs. Everything Else
  • Equity Analysis

Semiconductor Stocks Are Splitting in Two: AI Exposure vs. Everything Else

AI-exposed chip stocks gained this week even as the broader market fell, while Intel and…
Ron WelshSeptember 17, 2026
The Big Data Market Hits 1.89 Billion as Agentic AI Redefines Business Intelligence
  • Data & Analytics

The Big Data Market Hits $151.89 Billion as Agentic AI Redefines Business Intelligence

The big data and analytics market hit $151.89 billion in 2026, heading toward $249 billion…
Ron WelshSeptember 17, 2026
How to Think About Portfolio Positioning When a Fed Hike Is Already Priced In
  • Investment Strategies

How to Think About Portfolio Positioning When a Fed Hike Is Already Priced In

With a Fed hike priced at over 90% odds, positioning gets tricky — much of…
Ron WelshSeptember 16, 2026September 16, 2026
The Fed and Bank of Japan Are on a Collision Course This Week
  • Global Finance

The Fed and Bank of Japan Are on a Collision Course This Week

The Fed and Bank of Japan are both expected to raise rates within days of…
Ron WelshSeptember 16, 2026September 15, 2026
Corporate Insiders Are Selling at a Near-Record Pace — And Tech Executives Are Leading the Exit
  • Equity Analysis

Corporate Insiders Are Selling at a Near-Record Pace — And Tech Executives Are Leading the Exit

Corporate insiders sold $77.6 billion in stock in H1 2026, the second-fastest pace in 20…
Ron WelshSeptember 15, 2026September 14, 2026

Trending

Semiconductor Stocks Are Splitting in Two: AI Exposure vs. Everything Else
  • Equity Analysis

Semiconductor Stocks Are Splitting in Two: AI Exposure vs. Everything Else

September 17, 2026
The Big Data Market Hits 1.89 Billion as Agentic AI Redefines Business Intelligence
  • Data & Analytics

The Big Data Market Hits $151.89 Billion as Agentic AI Redefines Business Intelligence

September 17, 2026
How to Think About Portfolio Positioning When a Fed Hike Is Already Priced In
  • Investment Strategies

How to Think About Portfolio Positioning When a Fed Hike Is Already Priced In

September 16, 2026September 16, 2026
The Big Data Market Hits 1.89 Billion as Agentic AI Redefines Business Intelligence
Data & Analytics
Semiconductor Stocks Are Splitting in Two: AI Exposure vs. Everything Else
Equity Analysis
The Fed and Bank of Japan Are on a Collision Course This Week
Global Finance
Semiconductor Stocks Are Splitting in Two: AI Exposure vs. Everything Else
  • Equity Analysis

Semiconductor Stocks Are Splitting in Two: AI Exposure vs. Everything Else

Ron Welsh12 mins0
AI-exposed chip stocks gained this week even as the broader market fell, while Intel and AMD's traditional…
continue reading..September 17, 2026
The Big Data Market Hits 1.89 Billion as Agentic AI Redefines Business Intelligence
  • Data & Analytics

The Big Data Market Hits $151.89 Billion as Agentic AI Redefines Business Intelligence

Ron Welsh12 mins0
The big data and analytics market hit $151.89 billion in 2026, heading toward $249 billion by 2030,…
continue reading..September 17, 2026
How to Think About Portfolio Positioning When a Fed Hike Is Already Priced In
  • Investment Strategies

How to Think About Portfolio Positioning When a Fed Hike Is Already Priced In

Ron Welsh11 mins0
With a Fed hike priced at over 90% odds, positioning gets tricky — much of the move…
continue reading..September 16, 2026September 16, 2026
The Fed and Bank of Japan Are on a Collision Course This Week
  • Global Finance

The Fed and Bank of Japan Are on a Collision Course This Week

Ron Welsh12 mins0
The Fed and Bank of Japan are both expected to raise rates within days of each other…
continue reading..September 16, 2026September 15, 2026
Corporate Insiders Are Selling at a Near-Record Pace — And Tech Executives Are Leading the Exit
  • Equity Analysis

Corporate Insiders Are Selling at a Near-Record Pace — And Tech Executives Are Leading the Exit

Ron Welsh13 mins0
Corporate insiders sold $77.6 billion in stock in H1 2026, the second-fastest pace in 20 years —…
continue reading..September 15, 2026September 14, 2026
Data Agents Are the New Dashboards: Inside 2026’s Shift to Autonomous Analytics
  • Data & Analytics

Data Agents Are the New Dashboards: Inside 2026’s Shift to Autonomous Analytics

Ron Welsh13 mins0
Static dashboards are losing ground to autonomous "data agents" that investigate anomalies and act before a human…
continue reading..September 15, 2026September 10, 2026
Dividend Growth vs. High Yield: What Morningstar’s 2026 Data Shows Is Actually Working
  • Investment Strategies

Dividend Growth vs. High Yield: What Morningstar’s 2026 Data Shows Is Actually Working

Ron Welsh12 mins0
High-yield dividend funds beat dividend-growth strategies in H1 2026, led by a small-cap fund's 22.7% gain. Here's…
continue reading..September 14, 2026September 9, 2026
Is the 60/40 Portfolio Still Relevant in 2026? What the Data Actually Shows
  • Investment Strategies

Is the 60/40 Portfolio Still Relevant in 2026? What the Data Actually Shows

Ron Welsh12 mins0
The 60/40 portfolio crashed 17.5% in 2022 but has since rebounded roughly 15% a year. Here's what…
continue reading..September 14, 2026September 9, 2026
Japan’s Bond Market Awakens: Yields Hit 30-Year Highs as Investors Pull Capital Home
  • Global Finance

Japan’s Bond Market Awakens: Yields Hit 30-Year Highs as Investors Pull Capital Home

Ron Welsh11 mins0
Japan's 10-year bond yield hit 2.93% in August 2026, the highest since 1996, as Japanese investors repatriate…
continue reading..September 13, 2026September 9, 2026
Global Debt Hits a Record 3 Trillion: Inside 2026’s Sovereign Borrowing Surge
  • Global Finance

Global Debt Hits a Record $353 Trillion: Inside 2026’s Sovereign Borrowing Surge

Ron Welsh13 mins0
Global debt hit a record $353 trillion in early 2026, with $29 trillion in bond-market borrowing expected…
continue reading..September 13, 2026September 9, 2026
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Latest

Semiconductor Stocks Are Splitting in Two: AI Exposure vs. Everything Else
  • Equity Analysis

Semiconductor Stocks Are Splitting in Two: AI Exposure vs. Everything Else

September 17, 2026
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