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That may be the cleanest explanation of todayโ€™s capital markets.

๐Ÿค– Bank of America, Blackstone, Citi and Morgan Stanley have assembled a $63 billion AI compute financing structure around Broadcom infrastructure for Anthropic.

โšก Vertiv just completed a $1.45 billion acquisition of a power infrastructure company specializing in microgrids and behind the meter architecture for data centers.

๐Ÿ“ˆ Nasdaq: +1.18%
๐Ÿฆ 10 year Treasury: approximately 5%
๐Ÿ  30 year mortgage: 7.33%
๐Ÿ›ข๏ธ Brent crude: approximately $114
๐Ÿ‡ฏ๐Ÿ‡ต Japan: AI stocks higher Wednesday morning
๐Ÿ‡ฐ๐Ÿ‡ท South Korea: ripping higher on the semiconductor trade

The conclusion is not that capital disappeared.

Capital got selective.

The winners will be projects that can prove power, site control, offtake, equipment, cash flow and downside protection.

GRO Group has billions of dollars for infrastructure, and we are actively looking for qualified data centers, energy projects, solar projects and ground up developments that can survive institutional underwriting.

Today on GRO Money News: the Fed decision, the $63 billion AI financing, data center power M&A, housingโ€™s real value correction, mortgage rates, and a proposed federal tax change that could materially affect large data center underwriting.

Until tomorrow, be the best human you can be.
~ Teresa Grobecker

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Read GRO Money News on LinkedIn
Listen to GRO MONEY NEWS on Apple Podcasts

Duration
11m
Broadcast on
28 Oct 2026
Audio Format
other
Wall Street found $63 billion for AI. Your mortgage is still 7.33%. Today's tagline, "The money did not disappear. "It got selective." Brought to you by Grow Group. Grow Group has billions of dollars for infrastructure. We are actively looking to deploy equity and structured capital into qualified data centers, power, energy, solar, and ground up development. Multiple financing structures are available, including up to 100% financing for qualifying projects. Apparently, America is not short of capital. The capital markets are simply becoming extremely opinionated about who gets it. The market tape, AI carried the index. The S&P 500 gained 0.60% Tuesday to 7,722.60,
while the NASDAQ rose 1.18%, and the Russell 2000 gained 1.16%. The Dow barely moved. The interesting detail is that most S&P 500 stocks actually declined, meaning the headline rally remained heavily dependent on influential AI names. The VIX closed around 17.5. CNN's fear and greed gauge was still around 34, firmly in fear territory. That creates an unusual combination. Rising indexes with weak underlying sentiment. This does not look like indiscriminate risk appetite. It looks like capital concentrating around a narrow set of perceived winners. Asia this morning, the AI bid travels east. Japanese equities opened higher Wednesday, with the Nikke gaining more than 1%, as semiconductor names continued benefiting from expectations for AI demand. South Korea was considerably stronger, with the cost be up roughly 5% during Wednesday morning trading. Hong Kong was weaker, down approximately 0.7%. The signal is more important than the exact intraday print. Capital remains willing to chase semiconductor and compute exposure, even while the broader macro environment remains expensive. 63 billion dollars says AI compute is becoming infrastructure finance. Bank of America, Blackstone, City and Morgan Stanley announced a 63 billion dollar financing structure to support AI compute capacity

Transcription truncated.

That may be the cleanest explanation of todayโ€™s capital markets.

๐Ÿค– Bank of America, Blackstone, Citi and Morgan Stanley have assembled a $63 billion AI compute financing structure around Broadcom infrastructure for Anthropic.

โšก Vertiv just completed a $1.45 billion acquisition of a power infrastructure company specializing in microgrids and behind the meter architecture for data centers.

๐Ÿ“ˆ Nasdaq: +1.18%
๐Ÿฆ 10 year Treasury: approximately 5%
๐Ÿ  30 year mortgage: 7.33%
๐Ÿ›ข๏ธ Brent crude: approximately $114
๐Ÿ‡ฏ๐Ÿ‡ต Japan: AI stocks higher Wednesday morning
๐Ÿ‡ฐ๐Ÿ‡ท South Korea: ripping higher on the semiconductor trade

The conclusion is not that capital disappeared.

Capital got selective.

The winners will be projects that can prove power, site control, offtake, equipment, cash flow and downside protection.

GRO Group has billions of dollars for infrastructure, and we are actively looking for qualified data centers, energy projects, solar projects and ground up developments that can survive institutional underwriting.

Today on GRO Money News: the Fed decision, the $63 billion AI financing, data center power M&A, housingโ€™s real value correction, mortgage rates, and a proposed federal tax change that could materially affect large data center underwriting.

Until tomorrow, be the best human you can be.
~ Teresa Grobecker

Sign up for the daily newsletter on LinkedIn
Read GRO Money News on LinkedIn
Listen to GRO MONEY NEWS on Apple Podcasts