💰 WALL STREET FOUND $63 BILLION FOR AI. YOUR MORTGAGE IS STILL 7.33%.
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…
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