🚨 AI JUST MET THE CREDIT COMMITTEE.
Podcast: GRO MONEY NEWS · Teresa Grobecker
Opublikowano: 2026-10-30
Alphabet lost roughly $500 BILLION of market value. Amazon fell after hours despite AWS growing nearly 40 percent. Intel cratered. Asia followed the selloff. But here is the part that matters: 💰 Microsoft just priced $25 BILLION of debt. ⚡ GE Vernova is paying $9 BILLION for high voltage grid infrastructure. 🏢 TPG is circling a roughly $5 BILLION data center platform. 🤝 DoorDash is buying Instacart for approximately $17 BILLION. The AI infrastructure trade is not dead. Capital is simply becoming smarter. Wall Street is starting to distinguish between companies spending money on AI and assets...