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

Southland Holdings Surges on Major Winnipeg Civil Contract Win
Markets

Southland Holdings Surges on Major Winnipeg Civil Contract Win

Southland Holdings shares surged 67.3% to $1.14 after winning a C$272 million Winnipeg civil infrastructure contract, which represents 27.5% of its March Civil backlog.

SLND GVA TPC STRL
Joby Aviation Shares Stabilize After 5% Drop Amid Trust Sale and Valuation Concerns
Analysis

Joby Aviation Shares Stabilize After 5% Drop Amid Trust Sale and Valuation Concerns

Joby Aviation shares stabilized after a 5.4% drop, with a trust sale of $4.71 million in shares drawing attention to the company's valuation premium and certification milestones.

JOBY ACHR TM
Synopsys Shares Plunge 8% as Moonshot AI's Chip Demo Raises EDA Moat Concerns
Markets

Synopsys Shares Plunge 8% as Moonshot AI's Chip Demo Raises EDA Moat Concerns

Synopsys shares fell 8.17% after Moonshot AI's Kimi K3 autonomous chip design demo using open-source tools challenged the proprietary EDA moat, erasing $6.5 billion in market value.

SNPS CDNS SMH QQQ TSM NVDA
Cadence Stock Tumbles 10% as AI Spending Worries Pressure Rich Valuation
Markets

Cadence Stock Tumbles 10% as AI Spending Worries Pressure Rich Valuation

Cadence Design Systems (CDNS) shares plunged 9.7% on Friday, erasing $9.8 billion in market value, amid growing investor concerns over AI capital spending sustainability and the stock's premium valuation.

CDNS SNPS NVDA SOXX
Sadot Group Soars 84% on TradeIQ Deal, $200M Financing
Markets

Sadot Group Soars 84% on TradeIQ Deal, $200M Financing

Sadot Group (SDOT) shares jumped 84% following a TradeIQ acquisition and $200 million financing, but dilution risks loom.

SDOT BG ADM ANDE
Chip Stocks Bounce Back from Steep Losses, But Recovery Remains Fragile
Markets

Chip Stocks Bounce Back from Steep Losses, But Recovery Remains Fragile

Semiconductor stocks rebounded from a 6% morning drop to trade down roughly 1% at midday Friday, but the recovery failed to offset the week's valuation correction.

SOXX TSM NVDA AMD MU ARM ASML INTC
Dow Holds Near 52,500 as Travelers Surge Offsets Tech Selloff
Markets

Dow Holds Near 52,500 as Travelers Surge Offsets Tech Selloff

The Dow held steady near 52,500 as a strong earnings report from Travelers offset a broad tech decline, with the Nasdaq falling 1.36%.

TRV NFLX GOOGL TSLA INTC
Chip Selloff Triggers $10B Rotation from Growth to Value Stocks
Markets

Chip Selloff Triggers $10B Rotation from Growth to Value Stocks

US stocks declined on Friday, led by a sharp selloff in chipmakers that fueled a $10 billion rotation from growth to value funds. The Nasdaq dropped over 1% while the Dow held near flat.

NVDA NFLX TRV GOOGL INTC SPY QQQ USO
Tesla-SpaceX Merger Hurdle: $3 Trillion Valuation Gap
Markets

Tesla-SpaceX Merger Hurdle: $3 Trillion Valuation Gap

Tesla and SpaceX merger speculation hits a $3 trillion valuation hurdle, with high price-to-sales ratios and governance concerns. Shares of both companies declined.

TSLA JPM JEF
Intel's $79 Billion Pre-Earnings Plunge Sparks Investor Jitters
Markets

Intel's $79 Billion Pre-Earnings Plunge Sparks Investor Jitters

Intel shares plunged 14.1% in the week leading to earnings, wiping out roughly $79 billion in market value as the chip sector faces valuation scrutiny.

INTC AMD NVDA GOOGL
QQQ Buying Hype Outpaces Real Demand as SEC Filings Show Muted Gains
Markets

QQQ Buying Hype Outpaces Real Demand as SEC Filings Show Muted Gains

Despite headlines of heavy buying in Invesco QQQ Trust, SEC filings show actual demand is limited, with AXS Investments adding just 953 shares and Gerald Baker showing no measurable change.

QQQ AXS
TSMC Revenue Mix Raises Alarm Over AI Spending Growth Deceleration
Markets

TSMC Revenue Mix Raises Alarm Over AI Spending Growth Deceleration

The PHLX Semiconductor Index fell into bear territory as TSMC's AI-driven revenue concentration highlights the risk of slowing spending growth.

TSM UBS NVDA AMD AMAT MU SMH GOOGL INTC