🛢️ The market does not hate AI. It hates AI spending without receipts.

Oil crossed $100, long term Treasury yields approached levels not seen since the financial crisis, and the Magnificent Seven lost nearly $800B in market value during Thursday’s selloff. The market finally asked the question every serious lender asks: where is the contractual cash flow?🏗️ This morning’s GRO Money News examines the $40B acquisition of Aligned Data Centers and BlackRock’s proposed $12B financing for Meta’s nearly one gigawatt El Paso campus. The structure shows exactly what makes AI infrastructure bankable: a 20 year credit tenant commitment, defined cost overrun support, investment grade ratings and enforceable revenue behind the debt.📈 We also break down the 4.7% 10 year Treasury yield, 6.58% mortgage rates, June new home sales, the rotation out of expensive technology stocks, the sharp decline across Asian semiconductor markets, Bitcoin near $64,100, and the new tariffs affecting imports from 60 trading partners.⚡ The hot sales idea is a practical three part stress test for every data center, solar, energy and ground up development pipeline. Reprice the debt. Audit tariff exposure. Identify who bears cost overruns, power escalation and revenue shortfalls.Listen, share and tag someone who needs a sharper daily briefing on where serious capital is moving and what actually makes a transaction financeable.GRO GROUP is actively looking to place $5B of equity financing in 2026 for qualified Master Builders in major MSA territories. Financing options include up to 100% for qualified developments, data centers and solar projects.Until 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=7354236980961886208Listen to GRO MONEY NEWS https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369GRO 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.