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

SPMO's 2026 Lead Over SPY Narrows Amid Momentum Shift
Markets

SPMO's 2026 Lead Over SPY Narrows Amid Momentum Shift

SPMO's 21.11% year-to-date gain tops SPY's 9.58%, but a recent losing streak narrowed the advantage, underscoring momentum risk and heavy tech exposure.

SPY IVZ STT MU NVDA AVGO
Wall Street Opens Mixed as Chip Stocks Partially Recover AI-Led Losses
Markets

Wall Street Opens Mixed as Chip Stocks Partially Recover AI-Led Losses

Wall Street started the session mixed, with chip stocks regaining roughly 9.9% of the losses from their June peak to Friday. Analysts now project 26% S&P 500 earnings growth.

GOOGL AMD MSFT TSLA INTC SPY QQQ DIA
CoreWeave Stock Rebounds, But $34B Capex Outlook Pressures Margins
Markets

CoreWeave Stock Rebounds, But $34B Capex Outlook Pressures Margins

CoreWeave shares rose 5.5% to $77.20 after BofA reiterated a Buy rating, but a $34 billion capex projection and steep interest costs keep margin pressure high.

CRWV BAC META NBIS APLD
Chip Stocks Fuel SOXX Rebound, Driving VGT's Early Rally
Markets

Chip Stocks Fuel SOXX Rebound, Driving VGT's Early Rally

A handful of chip stocks drove a rebound in the semiconductor sector, accounting for nearly all of the early gains in two major ETFs.

SOXX VGT SOXQ MU AMD NVDA INTC AVGO AAPL MSFT TSM TXN
Bloom Energy Stock Slips 5.6% as $1.7B AI Deal Raises Revenue Concerns
Markets

Bloom Energy Stock Slips 5.6% as $1.7B AI Deal Raises Revenue Concerns

Bloom Energy shares dropped 5.6% Monday as a $1.7 billion AI financing deal for Nebius Group fails to reassure investors about near-term revenue realization. The market awaits Q2 earnings on July 28.

BE NBIS BAM
USA TODAY Stock Nears 52-Week High Amid New Awards Deal
Markets

USA TODAY Stock Nears 52-Week High Amid New Awards Deal

USA TODAY Co. shares rose 3.4% in premarket trading as the company launches a new awards initiative, while digital subscriptions remain a small fraction of its audience.

TDAY SRAD
Tech Stocks Rally on Chip Sector Strength Ahead of Key Earnings
Markets

Tech Stocks Rally on Chip Sector Strength Ahead of Key Earnings

US stock futures advanced on Monday, led by a 3.5% surge in semiconductor stocks, as investors anticipate earnings from major tech companies.

MU AMD WDC INTC NVDA GOOGL TSLA IBM DPZ
Oracle's Share Plunge Triples Dilution from $20B Equity Plan
Markets

Oracle's Share Plunge Triples Dilution from $20B Equity Plan

Oracle shares fell 63%, nearly tripling the dilution from its $20 billion equity plan. S&P downgraded the stock to BBB- on a projected $42 billion free cash flow shortfall for fiscal 2027.

ORCL SPGI GOOGL
Chip Giants Dominate KOSPI as ETF Unwinding Boosts Concentration Risk
Markets

Chip Giants Dominate KOSPI as ETF Unwinding Boosts Concentration Risk

Samsung and SK Hynix accounted for 50.33% of KOSPI value at Monday's close, driving 48.2% of the index's 4.46% decline. ETF unwinding amplifies concentration risk.

SSNLF GS AAPL
IREN Boosts 2026 AI Cloud ARR Target Past $4 Billion with $2.8 Billion in New Contracts
Markets

IREN Boosts 2026 AI Cloud ARR Target Past $4 Billion with $2.8 Billion in New Contracts

IREN raises its 2026 AI Cloud ARR target above $4 billion, driven by $2.8 billion in new multi-year contracts. Shares rose 8.7% in premarket trading.

IREN CRWV NBIS MSFT NVDA
World Cup 2026 Boosts Local Spending, Hotels Lead with Price Hikes
Markets

World Cup 2026 Boosts Local Spending, Hotels Lead with Price Hikes

The 2026 FIFA World Cup drove a 17.4% surge in non-local spending across U.S. host cities, with hotels capturing most benefits through higher rates rather than occupancy gains.

BAC HLT
FIFA World Cup 2026: TKO Leads Gross Cash, Fox Eyes Profit Edge
Markets

FIFA World Cup 2026: TKO Leads Gross Cash, Fox Eyes Profit Edge

TKO Group Holdings leads in gross cash from the 2026 World Cup, while Fox Corp shows stronger profit dynamics. Key financial data and market implications analyzed.

TKO FOXA MS CMCSA ABNB