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 4,455 articles

Articles by Daniel Marsh

Pershing Square Builds Microsoft Stake; Ackman Sees AI Value
Markets

Pershing Square Builds Microsoft Stake; Ackman Sees AI Value

Bill Ackman's Pershing Square has taken a new position in Microsoft, attracted by what he calls a 'highly compelling' valuation amid AI-driven spending concerns.

MSFT GOOGL AMZN META
Bill Ackman's Microsoft Stake Revives Wall Street Scrutiny of AI Spending Plans
Markets

Bill Ackman's Microsoft Stake Revives Wall Street Scrutiny of AI Spending Plans

Pershing Square, led by Bill Ackman, disclosed a new Microsoft stake as shares fell 15% this year amid AI spending concerns. The $190 billion capex plan for 2026 faces fresh scrutiny.

MSFT
Boeing Secures China Deal, But Market Hopes for More
Markets

Boeing Secures China Deal, But Market Hopes for More

China agreed to buy 200 Boeing jets, with a potential commitment for up to 750. Boeing shares fell 4.7% as the order was smaller than expected.

BA GE
AI Stocks Face Yield Test as Treasury Rates, Oil Rise
Markets

AI Stocks Face Yield Test as Treasury Rates, Oil Rise

U.S. AI stocks face a harsh market mood as higher Treasury yields and climbing oil prices threaten the rally that just sent Wall Street to record highs.

NVDA MSFT AVGO AMD PLTR
Oil Surges Past $109 on Hormuz Tensions; Energy Stocks Rally
Markets

Oil Surges Past $109 on Hormuz Tensions; Energy Stocks Rally

Brent crude surged past $109 a barrel amid renewed geopolitical risks near the Strait of Hormuz, driving U.S. energy stocks sharply higher in early trading.

XOM CVX COP OXY SLB HAL XLE USO
SolarEdge Shares Surge 17% on Tax-Credit Deadline and Demand Hopes
Markets

SolarEdge Shares Surge 17% on Tax-Credit Deadline and Demand Hopes

SolarEdge shares rose 17.47% on Thursday, driven by expected order spikes ahead of the July 4 U.S. solar tax-credit deadline and improving demand trends.

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Smart Powerr Stock Skyrockets 257% Amid Nasdaq Delisting Concerns
Markets

Smart Powerr Stock Skyrockets 257% Amid Nasdaq Delisting Concerns

Smart Powerr Corp. shares surged 257% on Thursday fueled by hopes of a Nasdaq delisting delay, but the stock remains below the $1 minimum bid price and slipped in premarket Friday.

CREG
AEP Stock Sale Nears $3B as Data Centers Drive Utility Expansion
Markets

AEP Stock Sale Nears $3B as Data Centers Drive Utility Expansion

AEP's stock sale expands to nearly $3 billion as underwriters exercise options, supporting a $78B capital plan fueled by data-center and industrial load growth. Shares fell 3% on dilution concerns.

AEP
Dow Reclaims 50,000 as AI Rally Hits Yield Headwinds
Markets

Dow Reclaims 50,000 as AI Rally Hits Yield Headwinds

U.S. stock futures fell Friday after the Dow reclaimed 50,000, as rising Treasury yields and oil prices tempered AI-driven gains. Cisco surged on earnings, with Nvidia and key retailers on deck.

CSCO NVDA INTC QCOM MU WMT HD TGT TJX
Wall Street Futures Tumble as Surging Oil, Yields Rattle Markets
Markets

Wall Street Futures Tumble as Surging Oil, Yields Rattle Markets

U.S. stock futures fell sharply on Friday as Brent crude surged past $109 and the 10-year Treasury yield hit 4.54%, with the Nasdaq 100 sliding 1.56%. April retail sales matched forecasts, dimming Fed rate cut hopes.

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Murano Global Shares Surge Premarket Amid Nasdaq Compliance and Debt Restructuring
Markets

Murano Global Shares Surge Premarket Amid Nasdaq Compliance and Debt Restructuring

Murano Global shares surged 67% in premarket trading Friday, but the company still faces an Oct. 5 deadline to meet Nasdaq's $1 minimum bid rule and is working through debt restructuring.

MRNO
Upstart CEO's $1.38M Stock Buy Fuels 10% Rally
Markets

Upstart CEO's $1.38M Stock Buy Fuels 10% Rally

Upstart Holdings shares jumped 10.1% after CEO Paul Gu bought $1.38 million in stock, signaling confidence amid robust loan growth but rising losses.

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