Daniel Marsh

Daniel Marsh

Senior Markets Analyst

Daniel Marsh is a senior markets analyst at StockTi with over 12 years of experience covering U.S. and global equity markets. He holds a CFA charter and previously worked as an equity research associate at a major Wall Street firm. Daniel specializes in macroeconomic analysis, market trends, and cross-sector investment themes. His work focuses on translating complex market data into actionable insights for individual and institutional investors.

Markets, Economy, Analysis 7,513 articles

Articles by Daniel Marsh

US National Debt Hits $40T as 20-Year Auction Yields 5.2%
Economy

US National Debt Hits $40T as 20-Year Auction Yields 5.2%

Gross federal debt surpassed $40 trillion for the first time, while a 20-year Treasury auction demanded a 5.204% yield, signaling rising funding costs.

TLT GLD SLV USO UNG XLK XLF XLE XLV FXI
Airbus Faces Steep Climb as A320 Delivery Targets Spark Investor Caution
Analysis

Airbus Faces Steep Climb as A320 Delivery Targets Spark Investor Caution

Airbus shares slipped 0.8% as the market scrutinized the company's aggressive A320 production ramp, which demands a 48% jump in H2 deliveries. Strong backlog supports pricing power, but execution risks remain.

AIR BA RTX
Tencent's AI Capex Surge Tests Bullish Case as Cash Flow Turns Negative
Analysis

Tencent's AI Capex Surge Tests Bullish Case as Cash Flow Turns Negative

Tencent's Q2 AI investment surge drove capex up 176% to RMB52.8B, turning free cash flow negative, yet shares rose 1.08%. Analysts stay bullish but disagree on spending duration.

TCEHY BABA
Boeing Stock Slips 0.5% as Netflix Documentary Raises Safety Questions
Markets

Boeing Stock Slips 0.5% as Netflix Documentary Raises Safety Questions

Boeing shares dipped 0.5% on Wednesday following the release of a critical Netflix documentary, but a record $715B backlog and solid Q2 earnings tempered the selloff.

BA NFLX
Aramco's $224B Upside Hinges on Hormuz Bypass as Saudi Market Halts
Markets

Aramco's $224B Upside Hinges on Hormuz Bypass as Saudi Market Halts

Saudi Exchange halted, Aramco flat at SAR 26.64. Analysts see 13% upside, $224B value, tied to East-West pipeline amid Hormuz risks.

MRK Surges 13% on Cancer Vaccine Data, Market Cap Jumps $44B
Markets

MRK Surges 13% on Cancer Vaccine Data, Market Cap Jumps $44B

Merck (MRK) shares soared 13.3% to $153.12 after promising Phase 3 data for its melanoma vaccine with Moderna (MRNA), boosting market cap by $44.4B.

MRK MRNA
S&P 500 Recovers Most of Tuesday's Loss, Healthcare Leads as Tech Lags
Markets

S&P 500 Recovers Most of Tuesday's Loss, Healthcare Leads as Tech Lags

The S&P 500 bounced back on Wednesday, recovering most of Tuesday's decline, but leadership shifted to healthcare as technology remained flat.

SPY MRNA MRK AVGO MRVL GOOGL C JPM GS UBS
Fed Minutes Signal More Hikes, but Treasury Buybacks Mute Long-End Reaction
Markets

Fed Minutes Signal More Hikes, but Treasury Buybacks Mute Long-End Reaction

Fed minutes show wider backing for a July hike, but Treasury buybacks keep long yields in check. Two-year yield barely moves while 30-year falls.

TLT GLD SPY QQQ
Salesforce Stock Surges 4.9% on JPMorgan's Bullish $250 Target
Markets

Salesforce Stock Surges 4.9% on JPMorgan's Bullish $250 Target

Salesforce (CRM) climbed 4.9% to $205.65 after JPMorgan set a $250 price target, implying 22% upside. The rally highlights optimism, but fiscal 2027 organic growth and margin targets remain a key focus.

CRM MRK ADBE SAP ORCL WDAY
Chip ETF Slips as Marvell-Broadcom Deal Talks Collapse
Markets

Chip ETF Slips as Marvell-Broadcom Deal Talks Collapse

The VanEck Semiconductor ETF (SMH) dropped 1.2% after Marvell and Broadcom ended merger talks, triggering a broader chip selloff despite gains in the S&P 500.

SMH SOXX QQQ MRVL AVGO AMD MU NVDA TSM
Lumentum Stock Slides on Capacity Concerns Despite Strong AI Demand
Markets

Lumentum Stock Slides on Capacity Concerns Despite Strong AI Demand

Lumentum shares dropped 3.9% as investors focus on capacity challenges despite a 24% revenue growth forecast and strong AI-driven demand.

LITE COHR AAOI SPY NVDA
Treasury Doubles Long-Duration Buybacks; TLT Rallies 1.6%
Markets

Treasury Doubles Long-Duration Buybacks; TLT Rallies 1.6%

TLT rallied 1.6% after Treasury doubled long-dated buybacks, but duration risk remains the dominant factor. The move offers temporary relief, not a trend reversal.

TLT