The AI Capex Reality Check

When rates fall but earnings call the bluff.The Fed cut, but markets are demanding proof: AI spending is no longer automatically “bullish” if margins do not follow. In today’s episode, we cover risk sentiment, Asia’s open, jobless claims, mortgage rates, CRE liquidity, major real estate transactions, and the latest crypto/stablecoin policy signals—plus a practical sales move you can run immediately. Also: a quick nod to SIMERP, the no-cost benefit that can save $630/year in taxes.Until tomorrow, be the best human you can be.~ Teresa GrobeckerWhy read when you can listen! GRO MONEY NEWS availble on Apple Podcasts and Spotify.GRO GROUP offering up to 100% financing for ground up developments, data centers and solar. Sign up for our investment banking training and join the team.Teresa Grobecker, MBA, CRPC, is an investment banker specializing in capital formation and structured finance, bonds and REITs, data centers, AI, solar, ground-up development and conversions, and is a global speaker on blockchain, stablecoins and payment rails with a focus on CRE and public policy.CA DRE 01908507 CEO and Broker of Record, Grobecker Holland International, Inc., CA DRE 01976696GRO 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 is an offer to sell or a solicitation of an offer to buy any security or to participate in any investment strategy. Reliance upon any information provided is at your sole discretion and risk. Views expressed are those of the authors as of the publication date and may change without notice. While sources are believed to be reliable, no representation or warranty is made as to accuracy, completeness, or timeliness, and no duty to update is assumed. Past performance is not indicative of future results. Receipt of this content does not create a client, advisory, fiduciary, or brokerage relationship. You should consult your own licensed financial, legal, and tax advisers regarding your specific circumstances. Grobecker Holland International, its affiliates (including GRO GROUP), and their principals may hold positions or have business relationships related to companies or assets discussed.