Alex Mitchell
- Senior Equities & Macro Strategist chez Meridian Capital Research
- New York, NY
- zimbuck.com/alexmic
Blogs
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Cloud AI Observability & Domestic Steel Movers: Why Institutional Flows Are Targeting $AMZN, $DDOG, $INTC, and $CLF
Active institutional positioning across U.S. equity markets is highlighting a powerful bifurcation between enterprise cloud software...
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Wall Street Deploys $5 Billion Into Autonomous Robotics and Hypersonic Defense Tech: What It Means for $JPM, $LMT, and $SPY
A monumental shift in institutional capital allocation is underway on Wall Street. Major money-center banks—led by a landmark $5...
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Global Finance Chiefs Warn on Sovereign Debt and AI Disruption: How Macro Shifts Impact $SPY, $QQQ, and Multinational Equities
As global central bank governors, finance ministers, and institutional asset managers convene to assess the macroeconomic outlook, the...
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Defense Aerospace & Industrial Earnings Beat Expectations: Why $NOC, $RTX, and $GM Are Leading the Value Rotation
While mega-cap technology continues to dominate index weights inside $SPY and $QQQ, institutional equity flows are quietly rotating into...
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Wall Street Premarket Movers: AI Server Leaders ($SMCI, $DELL), Streaming Giants ($NFLX) & Aerospace
U.S. equity index futures across the S&P 500 ($SPY) and Nasdaq-100 ($QQQ) are seeing active institutional repositioning ahead of the...
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AI Data Center & Server Stocks Face Wall Street Test: Why Not Every Infrastructure Play Will Win
As billions of dollars pour into artificial intelligence infrastructure, institutional investors are becoming far more selective about AI...
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Wall Street Giants Goldman Sachs, JPMorgan & Morgan Stanley Capture $52B in AI Stock Trading Boom
Wall Street's top investment banks are emerging as the biggest financial winners of the artificial intelligence equity rally. Goldman...
