🛢️ Oil just sent the Federal Reserve another invoice.

The market wanted a clean start to earnings season. Instead, it received Brent near $80, a 10 year Treasury yield near 4.6%, falling semiconductor stocks, and another reminder that geopolitics is now embedded in the cost of capital.Today’s GRO Money News explains:📉 Why the AI trade is being repriced rather than abandoned⚡ Why EQT, MasTec, Meta, and institutional capital are buying power infrastructure beneath artificial intelligence🏦 What First Hawaiian’s $2.01B acquisition of TriCo says about the value of stable deposits🏠 Why record home prices and 6% plus mortgages have split housing into two separate financial systems🏗️ What must be verified before a data center or infrastructure project is actually bankableThe sharpest point: a parcel without executable power is not a data center site. It is dirt with an ambitious brochure.Listen, share, and tag someone who needs a sharper briefing on where serious capital is moving.~ Teresa GrobeckerGRO GROUP is actively looking to place $5B of equity financing in 2026 for qualified Master Builders in major MSA territories, with multiple financing structures available for qualified developments, data centers, and solar projects.GRO MONEY PODcast and the accompanying newsletter are provided for informational and educational purposes only and do not constitute financial, investment, legal, tax, or accounting advice. Nothing herein constitutes an offer to sell or solicitation to purchase any security. Grobecker Holland International, its affiliates, including GRO GROUP, and their principals may hold positions or maintain business relationships involving companies or assets discussed.