GRO MONEY NEWS - 💥 AI HAS PLENTY OF BELIEVERS. IT IS RUNNING SHORT OF BUYERS AT THE ASKING PRICE.

An Australian AI infrastructure company just scrapped a proposed multibillion-dollar IPO. Meanwhile, hundreds of millions of dollars are being committed to private real assets, institutional buyers are acquiring leased industrial properties, and the semiconductor trade is getting absolutely hammered in Asia.

Welcome to Tuesday's capital markets.

📉 ASIA: South Korea's Kospi plunged approximately 7.4% during Tuesday's session as semiconductor shares sold off.

💰 PRIVATE CAPITAL: Apogem Capital announced $472 million in aggregate real assets fund and co-investment commitments.

🏢 REAL ESTATE: Link Logistics confirmed its acquisition of a 550,992-square-foot North Carolina industrial facility, fully leased to an investment-grade tenant.

🧠 M&A: IonQ agreed to acquire cybersecurity company Elisity in a transaction valued at up to $1.3 billion.

📈 RATES: The 10-year Treasury last stood at 5.24%, while Freddie Mac's latest 30-year mortgage average reached 7.40%.

⚡ THE BIG LESSON: AI infrastructure is not automatically bankable because everybody wants compute. Investors still want enforceable contracts, credible counterparties, power availability, and cash flow.

My take: The next big winners in infrastructure will not necessarily be the companies promising the most capacity. They will be the ones that can actually finance, construct, and deliver it.

In today's GRO MONEY NEWS, we're breaking down the market signals, transactions, and financing structures that institutional investors need to understand.

🎙️ Listen, share, and tag somebody who needs a sharper perspective on where capital is moving.

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

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Duration: 18m
Broadcast on: 13 Oct 2026
Audio Format: other

The bond market took Monday off. Reality did not. Good morning, and welcome to Grow Money News. It's Tuesday, October 13th, and Wall Street has returned from a particularly strange Monday. The stock market was open, the bond market took a holiday, oil was trading above $100, and investors were preparing for bank earnings and inflation numbers that could determine whether the Federal Reserve tightens financial conditions even further. Meanwhile, Asia decided that American technology investors had not been sufficiently frightened and delivered a rather spectacular semiconductor sell-off. Today's episode is brought to you by Grow Group. We're actively looking to place $5 billion of equity financing in 2026 for qualified master builders in major metropolitan markets. Our financing options include structures that can reach up to 100% for qualifying developments, data centers, and solar projects. Of course, getting a project financed still requires the inconvenient little details, such as tenants, power, collateral, cashflow, and someone who can explain the capital stack without pointing at an inspirational PowerPoint. And that brings us to today's central question. When investors become nervous about valuations, who actually gets the money? Because this week offers a fascinating contrast. An Australian AI infrastructure company has abandoned a massive public offering. A private real assets investment program has closed on hundreds of millions of dollars. Institutional buyers are acquiring fully leased industrial real estate. And one quantum computing company has agreed to spend as much as $1.3 billion in stock to acquire cybersecurity capabilities. The capital has not disappeared. It is becoming considerably more selective. Let's start with the markets. Monday's American trading session looked relatively uneventful if you only glanced at the major indexes.

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