The AI Trade Got a Margin Call in Public

AI stocks got smacked like they forgot to bring earnings to a valuation fight. 🤖💸Today’s GRO Money News is serving the spicy market breakfast: fear is back, the AI/data center trade is getting repriced, mortgage rates are still acting rude, CRE debt is open but judgy, and real estate investors are learning once again that “hope” is not a capital stack. 🏗️📉Inside today’s briefing, we cover what the tech selloff means for data centers, why sticky Treasury yields are keeping housing affordability in the penalty box, where real estate capital is still moving, what policy watchers should track, and the Hot Sales Idea of the Day for finding developers with real pipeline pain. 🔥Listen, share, and tag the person who needs a sharper daily money briefing before they underwrite another deal with fairy dust and a prayer. 🧚‍♀️📊🎧 Podcast: https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369📰 LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208Until 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=7354236980961886208 Listen to GRO MONEY NEWS https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369 ⁠GRO GROUP⁠ Brought to you by GRO Group—we are actively looking to place $5B of equity financing in 2026 for qualified Master Builders in major MSA territories. We offer multiple financing options, including up to 100% for developments, data centers, and solar projects. 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.