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 5,966 articles

Articles by Daniel Marsh

Oracle's AI Lease Burden Spurs Credit Concerns Despite Stock Rebound
Analysis

Oracle's AI Lease Burden Spurs Credit Concerns Despite Stock Rebound

Oracle shares rebounded 12.5% over two sessions, yet credit markets signal stress from $260B AI leasing commitments, with CDS at 18-year highs.

ORCL MSFT META AMZN GOOGL SPGI
Wall Street Hits New Highs as AI Rally Broadens and Oil Slumps
Markets

Wall Street Hits New Highs as AI Rally Broadens and Oil Slumps

U.S. stocks reached record highs Tuesday as AI optimism broadened beyond semiconductors, while falling oil prices eased inflation worries. Palantir and Caterpillar surged.

PLTR CAT AMD
Broadcom Surges 7% on AI Deals, But Financing Questions Loom
Markets

Broadcom Surges 7% on AI Deals, But Financing Questions Loom

Broadcom shares rose 7% on AI deal momentum, but $128B in purchase commitments raise financing and cash flow questions as Q3 earnings approach.

AVGO MRVL AMD NVDA GOOGL
Netflix Ad Push Faces Valuation Test as Stock Lags Market Rally
Analysis

Netflix Ad Push Faces Valuation Test as Stock Lags Market Rally

Netflix shares underperformed the broader market as its new short-video initiative aims to boost advertising revenue to $3 billion, but valuation concerns persist.

NFLX GOOGL DIS CMCSA FDS
VTI Rises 2% as AI Rally Broadens Beyond AMD
Markets

VTI Rises 2% as AI Rally Broadens Beyond AMD

VTI advanced 2% as AI and semiconductor stocks rallied broadly. AMD's 9% surge contributed only a small portion of the fund's gains, with other tech names leading.

VTI AMD AVGO NVDA PLTR MU MSFT QQQ SPY IWM
Chipotle Stock Tumbles 7.7% as Salmonella Probe Sparks Traffic Concerns
Markets

Chipotle Stock Tumbles 7.7% as Salmonella Probe Sparks Traffic Concerns

Chipotle (CMG) shares dropped 7.7% as a salmonella investigation linked to jalapeños threatened customer traffic. Rivals Cava and Yum gained, highlighting company-specific risk.

CMG CAVA SG YUM
UiPath Rallies 5.7% as AI Optimism Lifts Automation Stocks
Markets

UiPath Rallies 5.7% as AI Optimism Lifts Automation Stocks

UiPath (PATH) rose 5.7% as AI stocks rallied, but its guidance reveals a slower ARR growth pace, raising questions about its second-half targets.

PATH PLTR NOW PEGA APPN
Oil Slide Fuels Record S&P 500, Widens AI Valuation Gap
Markets

Oil Slide Fuels Record S&P 500, Widens AI Valuation Gap

Markets hit records as oil tumbles, exposing a tenfold valuation gap between AI software (Palantir) and physical AI infrastructure (Caterpillar).

PLTR CAT SPY QQQ USO
2027 Social Security COLA Forecast: 3.8% Hike Could Boost Payments by $63B
Economy

2027 Social Security COLA Forecast: 3.8% Hike Could Boost Payments by $63B

A projected 3.8% Social Security COLA for 2027 could add $63 billion to annual payments, boosting retirees' spending power, though final rate awaits inflation data.

XLP XLV XLY
SK hynix ADR Premium Nears 38% as Wall Street Bets Big on AI Memory
Markets

SK hynix ADR Premium Nears 38% as Wall Street Bets Big on AI Memory

SK hynix's US-listed shares jumped 6.4% to $151.84, implying a 37.5% premium over Seoul-listed shares. Brokerages initiate bullish coverage, but DRAM market share concerns loom.

MU SF SSNLF
Autonomix Medical Stock Skyrockets 400% on Patent News, but Timing Raises Questions
Markets

Autonomix Medical Stock Skyrockets 400% on Patent News, but Timing Raises Questions

Shares of Autonomix Medical (NASDAQ:AMIX) jumped nearly 400% on Tuesday following a patent update, though the patent was granted in October 2025. The rally also brought warrants into the money.

AMIX
P&G to Acquire Thorne for $3.8 Billion in Premium Supplements Bet
Markets

P&G to Acquire Thorne for $3.8 Billion in Premium Supplements Bet

P&G (PG) acquires premium supplement maker Thorne for $3.8 billion, paying 5.8x projected 2026 sales. The deal underscores P&G's push into high-growth wellness categories.

PG UL SPY