GRO MONEY NEWS

That may be the cleanest explanation of today’s capital markets.🤖 Bank of America, Blackstone, Citi and Morgan Stanley have assembled a $63 billion AI compute financing structure around Broadcom infrastructure for Anthropic.⚡ Vertiv just completed a $1.45 billion acquisition of a power infrastructure company specializing in microgrids and behind the meter architecture for data centers.📈 Nasdaq: +1.18%🏦 10 year Treasury: approximately 5%🏠 30 year mortgage: 7.33%🛢️ Brent crude: approximately $114🇯🇵 Japan: AI stocks higher Wednesday morning🇰🇷 South Korea: ripping higher on the semiconductor tradeThe 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, housing’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 GrobeckerSign up for the daily newsletter on LinkedInRead GRO Money News on LinkedInListen to GRO MONEY NEWS on Apple Podcasts

Two transactions tell you exactly where the AI economy is going.💰 A $63 billion SPV financing backed by Bank of America, Citi, Morgan Stanley and Blackstone will finance Broadcom compute infrastructure for Anthropic. Meta simultaneously expanded its AI related capital plan to $97.5 billion.⚡ This is no longer a software story. AI is becoming structured finance, equipment finance, infrastructure finance, power finance and real estate finance.🔥 Then EQT announced its acquisition of Range Resources, creating a natural gas company with a pro forma enterprise value above $50 billion. Data center demand is becoming part of the natural gas consolidation thesis because compute needs electricity, electricity needs generation and generation needs fuel.🏦 Meanwhile, the ten year Treasury is hovering around 5%, mortgage rates remain above 7% in many daily surveys, and commercial real estate borrowers are being forced to underwrite capital honestly again.📊 Today’s GRO Money News breaks down where the capital is moving, why the Anthropic structure matters, the EQT and Range power thesis, housing data, CRE debt, sovereign capital, today’s tax law opportunity and what investors should diligence before wiring into an AI infrastructure deal.My takeaway: AI did not escape the laws of finance. It just became large enough to require the entire capital markets system.Until tomorrow, be the best human you can be.~ Teresa GrobeckerSign up for the daily newsletter on LinkedIn.Read on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208Listen to GRO MONEY NEWS https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369

Apparently, $34 billion can buy an enormous orthopedic business, but it cannot guarantee agreement over who gets the CEO's chair.🏦 Johnson & Johnson and Smith & Nephew reportedly reached advanced negotiations on a potential $34 billion combination, only to see the deal collapse over management control.The financial terms were substantially aligned. The leadership terms were not.And that's the lesson.Governance is part of the capital stack.💰 Meanwhile, another $6 BILLION healthcare acquisition is under negotiation as Bon Secours Mercy Health reportedly pursues a controlling interest in Surgery Partners, with Bain Capital potentially retaining a substantial minority position.🌍 In Australia, a sovereign-backed bidder has entered the competition for Ingenia Communities, challenging an existing private equity takeover effort.🏗️ And Rexford Industrial Realty reported $1.3 BILLION in completed industrial property sales, alongside debt repayment and a reduction in leverage.⚡ All of this is happening as oil prices remain elevated, the ten-year Treasury finished Friday near 5%, and the Federal Reserve prepares its Wednesday policy decision.🤖 The AI infrastructure story is part of the same equation. Meta reported nearly $35 billion in quarterly capital expenditure, reminding investors that future computing demand and current available cash flow are two very different things.MY TAKE: Institutional capital isn't disappearing. It is becoming more selective about who controls the assets, who holds the collateral, what the contracts actually guarantee, and whether the financing can survive the execution risk.🎯 TODAY'S HOT SALES IDEA: THE 48-HOUR CONTROL AND CAPITAL AUDIT.Find ten development or acquisition transactions that have stalled despite apparently attractive valuations. Examine the ownership rights, management authority, lender consents, cash flow protections, and provisions for resolving deadlocks.Then identify what actually needs to change for the investment committee to approve the deal.Don't just bring the capital. Make the transaction bankable.⚡ WE HAVE BILLIONS FOR INFRASTRUCTURE.GRO Group is actively seeking qualified developers and project sponsors with substantial projects in data centers, power generation, solar, energy storage, logistics, and major real estate.We structure institutional equity, debt, and financing solutions.🌐 Explore financing: https://grobeckerholland.com🎧 Spotify: https://open.spotify.com/search/GRO%20Money%20News🎙️ Apple Podcasts: https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369📰 Subscribe to the LinkedIn Newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208Share this with a developer, investment banker, family office, or institutional investor who understands that an agreed valuation is not the same as a closed transaction.Until tomorrow, be the best human you can be.~ Teresa Grobecker#GROMoneyNews #InvestmentBanking #Infrastructure #PrivateCredit #MergersAndAcquisitions #SovereignWealthFunds #CapitalMarkets #DataCenters #RealEstateGRO Money News is informational commentary, not investment, financing, legal, or tax advice or a securities solicitation. Financing is subject to eligibility, underwriting, and capital availability.© 2026 Grobecker Holland International, INC. All rights reserved.

💰 Meta just reported $34.9 billion in quarterly capital expenditure and negative $2.1 billion in free cash flow.🏦 Meanwhile, the London Stock Exchange Group announced a $3.535 billion acquisition of Octus, a company specializing in private credit intelligence, loan documents, and distressed debt.Why is this important?Because owning the compute is one thing. Understanding who actually gets paid is another.📉 The Nasdaq fell 2.6% while investors questioned the economics behind the AI infrastructure boom.🏗️ Meanwhile, $3.3 billion in construction financing CLOSED for 350 Park Avenue in Manhattan, backed by institutional sponsors and a major Citadel lease.🌍 Sovereign and pension capital from Abu Dhabi and Canada is participating in EQT's proposed €10.8 billion acquisition of QIAGEN.⚡ And the market continues repricing energy, sovereign debt, and the infrastructure necessary to support artificial intelligence.MY TAKE: Institutional capital isn't abandoning AI. It's becoming more selective about who controls the infrastructure, the data, the contracts, and the cash flow.💡 Today's GRO Money News follows the money through private credit, real estate, AI infrastructure, M&A, sovereign capital, and the latest tax developments.WE HAVE BILLIONS FOR INFRASTRUCTURE.GRO Group is seeking qualified developers and sponsors with substantial projects in data centers, power generation, solar, energy storage, logistics, and major real estate. We structure institutional equity, debt, and financing solutions.🌐 Explore financing: https://grobeckerholland.com🎧 Listen on Spotify: https://open.spotify.com/search/GRO%20Money%20News🎙️ Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369📰 Subscribe to the LinkedIn Newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208Until tomorrow, be the best human you can be.~ Teresa Grobecker#GROMoneyNews #InvestmentBanking #ArtificialIntelligence #DataCenters #PrivateCredit #Infrastructure #CapitalMarkets #RealEstate #SovereignWealthFunds© 2026 Grobecker Holland International, INC. All rights reserved.

Wednesday gave us the perfect snapshot of this market.📊 S&P 500: +0.6%💻 Nasdaq: +1.1%😬 Fear and Greed: still just 31🏠 30 year mortgage: roughly 7.4%🛢 Brent crude: roughly $109🤖 Meta Q3 capital expenditures: $34.9 BILLIONAnd then there is CoreWeave.Its June bonds were issued around a 9.675% yield. They recently traded around 15%.That does not mean AI demand disappeared.It means credit investors are separating AI demand from AI financing risk.Meanwhile:🏘 Mortgage applications fell another 5.3%.📉 Pending home sales fell 7.3% to a record low index reading.🏗 Dream Finders just closed its $2.2B acquisition of Beazer and became the sixth largest U.S. homebuilder.💳 S&P promptly downgraded Dream Finders because leverage increased.That is the lesson.A great asset does not fix a bad capital structure.A strategic acquisition does not eliminate credit risk.Massive AI demand does not make debt cheap.The asset is not the entire trade anymore. The capital stack is the trade.Thursday we are watching Blackstone, CBRE, PulteGroup, Valero, Union Pacific, Western Digital and Bloom Energy for the next read on capital, housing, freight, energy and infrastructure.Until tomorrow, be the best human you can be.~ Teresa GrobeckerSign up for the daily newsletter on LinkedIn.Read on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208Listen to GRO MONEY NEWS https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369