GRO MONEY NEWS

Firmus added OpenAI as an anchor customer at two Malaysian AI Factory sites and now reports more than 900 MW of contracted capacity across its total customer portfolio. Institutional capital has to go several layers deeper: how much is powered, how much is operating, who is obligated to pay, and when does the revenue actually begin?Today’s GRO Money News also covers the $3.9B EverBank and WaFd merger, oil pushing toward $100, mortgage rates still near 7%, sovereign capital moving into AI infrastructure, and why banks are now building their own stablecoin rails.💰 The headline gets attention. The contract, power, credit, and cash flow get financed.🎧 Listen to today’s GRO Money News.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/id1833953369

Broadcom reported $16.7 billion of AI semiconductor revenue in one quarter, up 221% from last year.At almost the same moment, Vertiv agreed to spend as much as $2.6 billion acquiring a company whose specialty is microgrids, onsite generation controls, switchgear, storage, and behind the meter power for data centers. That tells you where the AI bottleneck is moving.It is no longer enough to have chips.You need power by a date.CPP Investments also completed its $4 billion acquisition of Nordic data center operator atNorth with Equinix, giving Canadian pension capital control of an AI and high performance computing infrastructure platform backed by a roughly $4.1 billion financing package. Meanwhile, the Federal Reserve’s new Beige Book says residential construction is declining while nonresidential construction is increasingly concentrated around data center projects. Manufacturing contacts are also reporting strength from data center and defense demand. And the labor market is moving the other direction.Private employers added only 38,000 jobs in August, the weakest ADP reading since January. Manufacturing lost 17,000 jobs while construction added 12,000. The capital allocation conclusion is not complicated.The economy is slowing broadly while capital is concentrating narrowly around strategic infrastructure.That is where investors should be paying attention.Today’s GRO Money News breaks down why time to power is becoming an asset class, what makes an AI infrastructure project truly bankable, why Shell just completed a $16.5 billion energy acquisition, how one Orlando office building lost roughly 74% of its prior sale value, and the tax rule payment platforms need to understand around Form 1099 K.The hot sales idea today is equally simple.Take every project in your pipeline and add one metric:TIME TO REVENUE.Put an actual date beside power, permits, construction, tenant commencement, first rent, and permanent financing.Find the least certain date.That is your mandate.A gigawatt in a presentation is marketing.A megawatt with a delivery date is an asset.Until tomorrow, be the best human you can be.~ Teresa GrobeckerSign up for the daily newsletter on LinkedIn.Read on LinkedInListen to GRO MONEY NEWSGRO 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.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 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.(c) 2026 Grobecker Holland International, INC. All rights reserved.

⚡ AI has a power problem.Dell is sitting on $95B of AI server backlog while Google is locking down hundreds of megawatts of geothermal power years in advance.That tells you where the real bottleneck is moving.Not chips.Power. Cooling. Fiber. Land. Interconnection. Financing.And with the 10 year Treasury pushing toward 4.8%, bad capital structures are getting exposed fast.Today’s GRO Money News breaks down where the real AI infrastructure opportunity is, what makes these projects bankable, and why a megawatt with a delivery date is worth more than a gigawatt in a pitch deck.🎧 Listen to today’s episode and share it with someone allocating capital into AI infrastructure.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 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.

Monday gave capital allocators a better lesson than another thousand words about whether AI stocks are expensive. SLB agreed to spend roughly $4.1 billion acquiring Kelvion, a thermal management business expected to generate as much as $1.3 billion of 2026 revenue from data centers. SLB is targeting as much as $5 billion of annual data center revenue by 2028 from the combined platform. 💰 At the same time, Aon agreed to buy USI Insurance Services for $17 billion, funded with new debt. KKR says the exit represents roughly 6.0 times its original 2017 equity investment, while Aon inherits the integration, leverage, and synergy burden. Aon shares promptly fell almost 10%, because the market is perfectly capable of believing an acquisition is strategic while simultaneously believing the buyer paid a lot for it. 🏗️ Then there is the financing lesson every data center sponsor should study. Host Digital announced a 43 MW, 15 year take or pay lease representing approximately $1.25 billion of contracted base term revenue, with the lease expected to receive support from a U.S. based investment grade technology company. That is the progression from site control to bankability: power, contracted demand, credit support, and enforceable cash flow. 📈 Meanwhile, the U.S. 10 year Treasury is pressing toward 4.8%, Brent crude has moved above $91, the top tier 30 year mortgage is roughly 6.87%, and Asian bonds are selling off as inflation risk returns to the front of the rate discussion. This is not panic. It is repricing, and repricing punishes capital structures that require cheap money to work. 🏦 Today’s GRO Money News gets into the consequences: why recurring cash flow becomes more valuable as discount rates rise, why cooling and power are becoming investable AI infrastructure, why data center community opposition now belongs inside the underwriting model, how Broadcom is pushing enterprise AI toward private cloud, what today’s JOLTS and ISM releases can do to rates, and why the IRS just expanded the Section 45Q safe harbor for carbon capture projects. 💡 The sales idea today is equally simple: stop calling sponsors to ask whether they need financing. Prepare a one page bankability audit, identify exactly where the capital stack will fail committee, and call with two structures that fix it.The market is not short of capital. It is short of transactions that can survive an adversarial investment committee.Listen, share this with someone who allocates capital, and tag the person whose underwriting model still contains the phrase “rates normalize” without explaining why.Until tomorrow, be the best human you can be. ~ Teresa GrobeckerRead 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 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.

Markets spent months asking when the Fed would make money cheaper.Friday’s answer was basically: perhaps stop underwriting that assumption.🌏 Asia is selling off Monday morning.🛢️ Brent is back around $90.🏦 September Fed hike odds jumped materially.🏠 Thirty year mortgages are back around 6.8%.⚡ Power security is becoming national industrial policy.🤖 AI infrastructure demand keeps getting larger.💰 And Apollo just showed everyone what sophisticated structured capital actually looks like.The transaction I am watching most closely is not a stock.ONEOK is acquiring roughly $4.4 billion of Permian Basin infrastructure while Apollo provides approximately $9 billion of nonvoting minority equity capital, including billions earmarked to reduce ONEOK debt.That is the lesson for developers and family offices this morning.A good asset is not enough.A bankable asset has contracted cash flow, downside protection, a deliberate capital stack, and a credible answer to the question: what happens when the forecast is wrong?This morning’s GRO Money News covers:📉 The Fed’s new rate problem🌏 What Asia is signaling before Wall Street opens🏠 Housing, mortgage rates, and CRE credit🏗️ What actually makes an infrastructure transaction bankable⚡ Why power is becoming the new prime real estate🤖 The next phase of AI infrastructure💵 Stablecoin regulation moving into implementation🧾 A major Section 163(j) tax change for leveraged businesses📊 The jobs data that could move everything Friday💡 Plus today’s sales idea: stop asking clients whether they need financing and show them the capital gap before their lender does.Listen. Share it. Tag somebody whose underwriting model still has interest rates magically falling because the spreadsheet needed them to.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/id1833953369Until tomorrow, be the best human you can be.~ Teresa GrobeckerGRO 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.

The AI infrastructure debate is stuck in the wrong century.Bloated hyperscalers are marching around like digital landlords, pouring concrete fortresses in the middle of nowhere and calling it “innovation.” Meanwhile, a new class of neoclouds is quietly spinning up next‑gen, hyper‑efficient data centers right where the workforces and workloads actually live.We’re unlocking trapped power across the US, running closed‑loop water systems, and doing it with economics that make the old model look insane. Think double‑digit IRRs and a levered MOIC north of 23x.If you still think the future belongs to the hyperscalers, you’re already behind.Play the full manifesto: The End of Digital Feudalism →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.

Nvidia jumped after delivering $96.2B of quarterly revenue and $89B from Data Center.That is the headline.The capital allocation story is considerably bigger.⚡ OpenAI is moving toward 3.2 GW of new Georgia generation capacity.✈️ Apollo and KKR just valued Atlantic Aviation at nearly $10B.🌎 Mubadala Capital is buying a majority interest in major U.S. logistics platform Arrive Logistics.💰 Lambda closed approximately $926M of secured GPU financing around committed customer deployment and investment grade offtake.🏢 A $450M tri state real estate portfolio was financed through multiple asset level debt structures rather than one generic capital solution.🏦 Treasury is moving ahead with GENIUS Act stablecoin rules while Jackson Hole focuses directly on payments, tokenization and financial innovation.The institutional thesis is becoming difficult to miss:AI is not merely a technology trade anymore. It is an infrastructure, power, credit and sovereign capital trade.Family offices and sovereign investors should be asking different questions now.Who controls the power?Who owns the land?Who has the investment grade offtake?Who carries completion risk?Who gets paid if the original AI thesis is wrong?And perhaps most importantly, what makes the deal bankable before anyone wires the money?That is what we cover in today’s GRO MONEY NEWS.🎧 Listen.📩 Read the full newsletter.🔁 Share it with someone still evaluating AI infrastructure like it is a software investment.🏷️ Tag the person in your network who actually understands the capital stack.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 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.

🚨 Nvidia sold $89 BILLION of data center hardware in one quarter. That still does not make your vacant industrial site an AI data center.The market is finally separating compute demand from infrastructure bankability.🧠 Nvidia reported $96.2 billion in quarterly revenue, with data center revenue up 117 percent from the prior year.⚡ A $500 million AI infrastructure merger centered on an Ohio campus with 154 megawatts available today and a path to 480 megawatts.🏦 Boston’s Winthrop Center secured $856 million through separate residential and office financing structures.🏗 Port 99 raised $102 million using senior construction debt, mezzanine capital, and joint venture equity.📈 The ten year Treasury is near 4.66 percent, while the thirty year is above 5.18 percent.🏠 Mortgage rates remain near the upper sixes, purchase applications are behind last year, and pending home sales are still declining.💵 Treasury is writing the rules for regulated payment stablecoins, while major banks decide whether to compete or surrender the digital settlement layer.📋 IRS Opportunity Zone transition guidance makes December 31, 2026, a real underwriting deadline, not a ceremonial date.The central lesson is blunt: AI demand does not make a project bankable.Power, permits, interconnection, offtake, tenant credit, completion protection, and disciplined capitalization make it bankable.Today’s hot sales idea is to sell sponsors a bankability audit before they waste another quarter circulating an unfinanceable deck. Identify the three risks blocking capital, document the remedy, and convert the project into something an investment committee can actually approve.Listen, share, and tag someone who still thinks “we are near a substation” is an acceptable power strategy. 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/id1833953369

Oil backed off Tuesday. Treasury yields eased. Tech rallied. Nvidia reports tonight.But the most interesting capital allocation story has almost nothing to do with Nvidia’s stock price.🏗️ nVent is buying data center power infrastructure company Maverick Power for $1.75 billion, with another potential $550 million tied to performance.⚡ Texas has nearly 2,000 requests waiting for energization in the ERCOT queue, approximately 90 percent tied to data centers, representing more than 466,000 MW of requested demand. The state has paused approvals for data center grid connections while it audits what is real.🏠 New home sales fell sharply in July while inventory climbed to 9.6 months of supply.💰 Commercial lenders are still widening spreads even when Treasury yields fall, which means lower benchmark rates do NOT automatically create cheaper capital.🌏 GIC and Macquarie are backing purpose built data centers leased long term to Anthropic. That is what institutional AI infrastructure begins to look like: sophisticated equity, identifiable offtake, long duration revenue, and actual bankability.₿ Bitcoin pushed above $81,000 before retreating, while institutional ETF inflows and stablecoin liquidity continued growing.📊 And this morning we get PCE inflation, the second estimate of Q2 GDP, corporate profits, durable goods, and then Nvidia after the bell.My hot take: GPUs are becoming easier to source than permissioned power.Family offices, sovereign investors, lenders, and developers should stop asking, “How many megawatts does the project want?”Ask instead:How many megawatts are contractually deliverable?On what date?Under what curtailment provisions?Who is obligated to pay for them?That is the difference between a data center and a very expensive piece of dirt with a rendering.Today on GRO MONEY NEWS: markets, rates, housing, infrastructure M&A, sovereign capital, AI power constraints, crypto liquidity, tax law, and what actually makes a project bankable. Listen, share, and tag someone who is underwriting AI infrastructure before the power contract shows up.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 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.

Nvidia reports Wednesday, but Friday may have already given us the more important AI signal: Nvidia took a minority stake in Cloverleaf Infrastructure, a company developing powered sites for data centers, only days after another $1.5 billion infrastructure investment. The chip company is moving upstream because AI demand does not become revenue without land, power, transmission, cooling, permits, and capital. 🏗️⚡🧠 Meanwhile, the 30 year Treasury is sitting around 5.25 percent, Asia opened cautiously, and Nvidia is heading into Wednesday with expectations for roughly $92 billion of quarterly revenue. The market is not terrified, but it is increasingly forcing expensive assets to prove they deserve their valuations. 💰📊 🏠 Housing is now a buyer’s market across most major U.S. metros tracked by Redfin, with sellers outnumbering buyers by roughly 51 percent nationally. 🏢 CRE credit is available, but July CMBS delinquencies reached 7.86 percent, creating a very different opportunity for private credit and rescue capital. 🌎 Sovereign capital is also moving deeper into the AI stack. Singapore’s GIC and Macquarie are funding a purpose built data center platform with Anthropic as the anchor tenant, which is a far more sophisticated institutional thesis than simply buying “AI exposure.” 🏦 M&A remains aggressive. Paramount begins talks today over regulatory concessions affecting its planned $81 billion Warner Bros. Discovery acquisition, KKR backed capital agreed Friday to acquire Australia’s Steadfast in a roughly $5.5 billion transaction, and Goldman Sachs is buying the LCN sale leaseback platform for up to $410 million. 💵 Stablecoins are moving from political argument into regulated infrastructure as Treasury advances implementation of the GENIUS Act. The next money will not simply be made speculating on tokens; it will be made owning and operating the compliant rails through which digital money moves. 🔥 Today’s GRO Money News covers markets, rates, housing, CRE, AI infrastructure, sovereign capital, stablecoins, tax strategy, M&A, and what actually makes an infrastructure deal bankable. If you know a developer, investor, family office, lender, or banker who needs a sharper view of where capital is moving, share this with them and tag them below.Until tomorrow, be the best human you can be.~ Teresa GrobeckerSign up for the daily newsletter on LinkedIn and follow the analysis each morning. Read on LinkedInListen to GRO MONEY NEWS wherever you follow the show. Listen to GRO MONEY NEWS

Treasury tried to calm long duration yields.The ten year Treasury went right back toward 4.7%.Oil is sitting above $90.The Dow dumped more than 700 points.Walmart beat earnings and still lost more than 9%.And somehow, that is not even the most interesting capital markets story this morning.🤖 AI just discovered project finance.Nvidia is providing massive credit support behind OpenAI related infrastructure in Ohio.Why should investors care?Because the winning AI infrastructure projects will not simply have GPUs and a nice story.They will have:⚡ Real power🏗️ Executable construction📑 Permits🧾 Long duration offtake🏦 Creditworthy counterparties🔐 Guarantees and credit enhancement💰 A capital stack that survives underwritingThat is the difference between a data center presentation and an institutional asset.🏠 Mortgage rates remain around the mid to upper 6% range, and new home purchase applications were down 5.7% year over year in July.🏢 CRE capital is getting more competitive for quality assets, yet CMBS special servicing is still above 11%.🌎 Asia is mixed rather than panicked, while Japan continues inching toward a world where Japanese capital is no longer effectively free.💵 Stablecoins are quietly graduating from crypto novelty to payment infrastructure. Deel and Mesh are now building wallet verification directly into global stablecoin payroll.🏗️ Charter closed its $34.5 billion Cox transaction.📊 T. Rowe Price is buying a $19 billion fixed income manager.🛢️ Continental is expanding again in the Permian.The common thread?Serious capital is buying rails, power, connectivity, credit, and control.That is where I think the next decade gets very interesting.Today on GRO MONEY NEWS, I break down what is happening in markets, rates, real estate, AI infrastructure, M&A, stablecoins, policy and private capital.And today’s sales idea is worth stealing:Stop asking a sponsor, “Do you need capital?”Ask:“What is preventing this transaction from becoming bankable?”That question will tell you whether you have a client, a project, or merely a pitch deck.🎙️ Listen.📈 Subscribe.🤝 Share this with somebody allocating capital.🏦 Tag the person who still thinks the Federal Reserve controls every interest rate in America.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 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.

Brent crude is back above $93, the 10 year Treasury is around 4.69 percent, federal debt just crossed $40 trillion, and Walmart is down sharply despite beating earnings expectations.📉 The S&P 500, Dow and Nasdaq were all lower this morning while long Treasury yields reversed much of yesterday’s relief rally. The problem is increasingly obvious: oil is feeding inflation risk at exactly the moment enormous sovereign debt issuance is forcing investors to rethink what they require to own duration. 🏭 Meanwhile, initial unemployment claims fell to 206,000 and the Philadelphia Fed manufacturing index jumped to 47.4. July payrolls still contracted, which gives us a strange economy where companies are reluctant to fire people but equally reluctant to hire them. 🏠 Mortgage rates are back around 6.68 percent for the national average 30 year fixed, and mortgage applications declined again last week. Housing volume remains weak because affordability has become the adjustment mechanism while sellers continue resisting meaningful price reductions. 🤖 The institutional AI story is getting much more interesting than another Nvidia stock chart. Stripe is buying OpenRouter in a transaction valued around $8 billion, JLL estimates the four largest hyperscalers will spend roughly $725 billion on compute and data center infrastructure this year, and sovereign capital is increasingly funding the physical infrastructure beneath AI. ⚡ The number that should get every developer’s attention is not an AI valuation. It is the price of powered land, because data centers are moving to where power can actually be delivered, and that means electricity, interconnection and permitting are becoming more valuable than proximity to traditional metropolitan demand centers. 💰 Today’s sales idea: Call every developer in your pipeline whose project was modeled before the recent Treasury move and ask whether the deal still works if permanent financing costs another 75 to 100 basis points. Do not sell them money; identify where their capital stack broke and solve that.🎙️ Today on GRO MONEY NEWS we cover markets, rates, real estate, the labor contradiction, AI infrastructure, M&A, sovereign capital, stablecoin regulation, tax strategy and what family offices should check before wiring into the next infrastructure deal. Listen, share it, and tag somebody whose underwriting model still thinks the 10 year Treasury is going back to three percent because hope apparently has an Excel function.Until tomorrow, be the best human you can be. ~ Teresa Grobecker. Sign up for the daily newsletter on LinkedIn and listen to GRO MONEY NEWS. GRO GROUP is actively looking to place $5B of equity financing in 2026 for qualified Master Builders in major MSA territories, with multiple financing options including up to 100% for developments, data centers, and solar projects.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/id1833953369

South Korea’s KOSPI plunged more than 5% Wednesday morning as Samsung and SK Hynix were hammered. Japan’s Nikkei fell roughly 2.6%. Tuesday’s Nasdaq dropped 1.3%. Meanwhile, the U.S. 10 year Treasury is hovering around 4.7% and oil is above $90 a barrel. Apparently even artificial intelligence has to pay its cost of capital. 📉🧠💰 But here is the part serious investors should watch: public markets are selling AI stocks while sovereign capital is buying AI infrastructure.🇸🇬 GIC and Macquarie have partnered with Anthropic to build Theseus Infrastructure, a platform that will own purpose built U.S. data centers leased long term to Anthropic. GIC and Macquarie will provide most of the project equity, while Anthropic becomes the anchor tenant and absorbs electricity price increases tied to the facilities. 🏦 Goldman Sachs is buying LCN Capital Partners for as much as $410 million, pushing further into sale leaseback real estate where hard assets are paired with contractual corporate credit. 🌎 CPPIB is increasingly using Blackstone, KKR and EQT commitments to get access to enormous infrastructure co investments. The capital is there. The scarcity is increasingly in projects that are actually bankable. 🏠 Housing is not exactly throwing a party either. July housing starts dropped 12.4%, pending home sales fell 2.3%, and 30 year mortgage pricing remains around the high 6% range. 🪙 Treasury is also moving the GENIUS Act into the rulemaking phase, which means stablecoins are rapidly becoming less of a crypto sideshow and more of a regulated financial infrastructure business. 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.

Brent closed Monday above $90, the 10 year Treasury moved to 4.72 percent, Wall Street pulled back, and Asia opened Tuesday with Japan down sharply as markets started repricing inflation risk. Yet CNN’s Fear & Greed Index remains in “greed” and volatility is still unusually low. Translation: the market sees the fire alarm; it simply has not decided to leave the building. 💰 Monday’s deal tape was far more interesting than the stock indexes. Stripe agreed to acquire OpenRouter for more than $7 billion, Madison Air agreed to buy airflow technology giant Ebm Papst for $5.4 billion, and Nvidia committed $1.5 billion to SB Energy as the financing architecture around OpenAI’s massive Ohio compute build becomes almost as important as the technology itself. ⚡ That is today’s institutional theme: AI is becoming an infrastructure and capital stack business. Chips need compute, compute needs buildings, buildings need power, power needs generation and transmission, and lenders eventually need somebody creditworthy contractually obligated to pay the bill.🏗️ WhiteFiber also agreed Monday to buy two North Carolina industrial properties for $60 million and retrofit them into data center campuses with 60 MW of initial expected gross utility capacity and potential expansion toward 200 MW. Great story, but the underwriting lesson matters more: megawatts are not bankability. Utility certainty, signed credit, completion support, construction economics, and a permanent takeout are bankability. 🏦 Today on GRO MONEY NEWS, we break down markets, Asia, mortgage and CRE rates, housing, employment, Monday’s M&A, Nvidia and OpenAI’s infrastructure financing structure, stablecoin regulation under Treasury’s new GENIUS Act proposal, Opportunity Zone tax changes, and the risks family offices should diligence before wiring capital.🎯 Hot sales idea: Stop asking a developer whether they need financing. Ask what is preventing financial close. Then ask who the tenant is, how much of the capital stack is actually committed, what the takeout is, and which unresolved condition is stopping the transaction. You will learn more in five minutes than from three months of “checking in.”Listen, share it, and tag somebody who understands that the most valuable AI asset may not be an algorithm. It may be the power plant, transmission line, cooling system, lease, or financing agreement underneath it.Until tomorrow, be the best human you can be. ~ Teresa Grobecker. Sign 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/id1833953369GRO 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.

🤖 Nvidia is working with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize more than $500 BILLION for AI compute infrastructure.🏗️ The giant OpenAI Ohio data center financing is reportedly being restructured around a smaller initial guarantee and phased deployment.💳 Stripe is reportedly paying more than $7 BILLION for OpenRouter, a company sitting between developers and hundreds of competing AI models.🏢 Meanwhile, roughly $5.5 BILLION of private label CMBS hard maturities hits this month while the ten year Treasury sits near 4.7 percent.Those are not four unrelated headlines.They are the same story.Capital is getting more selective about what actually deserves financing.AI compute is becoming an infrastructure credit product. Data center land is becoming a power trade. Model routing is becoming a strategic rail. Commercial real estate is separating viable assets from obsolete capital structures.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.

🚨 Wall Street celebrated flat producer inflation. The thirty year Treasury responded by charging the United States its highest auction yield since 2001. One side ordered champagne; the other asked to see the balance sheet.Today’s GRO MONEY NEWS explains why the S&P 500 reached another record while long term financing risk remains unresolved. We cover the technology rally across Japan and South Korea, current mortgage and CRE rates, rising housing inventory, H&R REIT’s C$6.7 billion transaction, and the construction inflation number hidden beneath the friendly PPI headline. 📈🏦🏗️The capital formation story is even larger. NVIDIA signed preliminary agreements with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to pursue more than $500 billion of compute financing, while Bank of America announced a $250 billion infrastructure initiative. Those are powerful distribution channels, but they are not unconditional checks. Capital still requires power, permits, credit support, delivery certainty, and an executable capital stack. ⚡🖥️💰We also dissect Fermi’s $6.5 billion TensorWave lease, delayed GENIUS Act rules, the year end Opportunity Zone execution deadline, and a forty eight hour bankability screen that developers and capital advisers can use immediately. Listen, share, and tag someone who still thinks a press release is the same thing as funded capital. 🎙️📊Until tomorrow, be the best human you can be.~ Teresa GrobeckerSign up for the daily newsletter on LinkedIn.Read on LinkedInhttps://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208Listen to GRO MONEY NEWShttps://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.

📊 CPI has the microphone this morning. Megawatts have the money.Wall Street is waiting for one inflation decimal point while Fermi and Riot have attached $15.6 billion of base term revenue to 413 megawatts of Texas data center capacity. The market may reprice Treasury yields in seconds, but institutional capital is being allocated through power rights, permits, tenant guarantees, completion support, and twenty year lease economics.🌏 South Korea’s Kospi surged 4 percent as Samsung and SK Hynix rallied.⚡ Fermi signed a $6.5 billion TensorWave lease covering 222 megawatts.🏗️ Riot signed a $9.1 billion base term lease covering 191 critical information technology megawatts.✈️ Joby agreed to acquire defense contractor Resonant Sciences for approximately $500 million.🏠 Existing home sales fell even while prices rose, proving that price stability and market liquidity are not the same thing.⚖️ FinCEN permanently eliminated domestic Corporate Transparency Act beneficial ownership reporting, but serious lenders will still demand full ownership and source of funds diligence.Today’s episode explains what makes contracted data center revenue financeable, why the ten year Treasury auction may matter as much as CPI, and how developers can turn a tenant commitment into institutional collateral.Listen, share, and tag someone who still thinks a data center becomes bankable when someone adds more GPUs to the pitch deck. GRO GROUP is actively evaluating qualified data centers, solar projects, oil and gas transactions, and ground up developments for financing structures that can provide up to 100 percent of project capital.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.

💻 Nvidia opened a bank for GPUs, and the bond market sent everyone else the bill. Six major capital providers are preparing financing platforms intended to mobilize more than $500 billion for AI infrastructure. The critical distinction is that the announcement consists of memorandums of understanding, not $500 billion of funded commitments.📈 Monday’s indexes barely moved, but oil surged 5.1 percent, the ten year Treasury reached 4.72 percent, and the thirty year reached 5.25 percent. Real estate lost approximately 1.5 percent because strategic scarcity may be valuable, but ordinary yield looks weak when the government pays more.✈️ Archer also agreed to acquire Boeing’s Wisk, SkyGrid, and Insitu businesses using stock, warrants, governance rights, and future financing participation. We break down the actual dilution mathematics, the more than $200 million of acquired annual revenue, Archer’s current cash burn, and why representation and warranty insurance does not insure the business plan.🎧 Listen to today’s GRO Money News for the markets, rates, real estate consequences, AI financing mechanics, policy catalysts, and the one page bankability map every developer should prepare before approaching capital. Share it and tag someone who still thinks a GPU rack is the entire collateral package.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.

🤖⚡ AI infrastructure is no longer the boring trade. This Deca Download examines the $10B, fully unlevered DECA Fund: modular GPU pods, just in time compute, recurring GPU refreshes and ring fenced SPVs built to own the physical layer of the AI buildout. 🔒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.

📉 America lost 23,000 jobs in July. 📈 Wall Street responded by pushing the S&P 500 to another record, because financial markets are perfectly capable of converting labor market weakness into a discount rate celebration.Today’s GRO MONEY NEWS explains what sophisticated capital should see beneath the rally. Asia is buying the rate pause thesis, the VIX has fallen to 14.90, and Wednesday’s inflation report will collide with a $42 billion ten year Treasury auction that could determine whether Friday’s rally survives the week.🏗️ Prologis is buying SEGRO for approximately $18.8 billion, creating a logistics and digital infrastructure platform with roughly $269 billion under management. KKR has closed a $19.2 billion infrastructure fund, while commercial lenders are competing on spread but reducing leverage and demanding stronger debt service coverage.⚡ Power policy is becoming underwriting policy. New York has paused new hyperscale data centers, Texas is auditing every data center in the ERCOT interconnection process, and a site without verified power is no longer a bankable project, regardless of how attractive the rendering looks.In today’s episode, you will learn what markets are pricing, where infrastructure capital is moving, why commercial credit remains available but unforgiving, and how a ten day Bankability Sprint can turn an unstructured development pipeline into a credible financing mandate.Listen, share, and tag someone who still thinks data center underwriting begins with land instead of power, tenancy, and contractual cash flow.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.

Nothing says Friday quite like a weak jobs report becoming bullish because investors decide the Federal Reserve might now have a slightly smaller reason to make money even more expensive.But the headline market reaction is not the important story.💰 The real capital story this week was enormous.Saudi Arabia’s PIF, Silver Lake and Affinity completed the approximately $55 billion Electronic Arts take private.Apollo agreed to acquire easyJet for roughly $7.7 billion.Visa agreed to buy BioCatch for $2.4 billion, pushing deeper into AI powered fraud and identity infrastructure.Brookfield reported a record $77 billion of fundraising in one quarter, with $5 billion already committed to its first AI Infrastructure Fund.Amazon filed plans for multiple new Texas data center buildings carrying hundreds of millions of dollars of estimated construction cost each.🏗️ Meanwhile, the labor market quietly deteriorated.July payrolls declined by 23,000.May and June employment were revised downward by another 103,000 jobs combined.Financial activities employment lost another 14,000 jobs in July and is now down 121,000 from its May 2025 peak.🏠 Mortgage rates are still near 7%, but sellers are finally blinking. National median list prices have now trailed last year for 29 consecutive weeks, and more than 100,000 properties received price reductions for the fourth consecutive week.⚡ And the AI thesis keeps becoming less about software and more about infrastructure.The largest capital pools are not merely betting on who makes the best chatbot. They are positioning to own the infrastructure underneath intelligence.🧠 My end of week thesis:Capital is not disappearing.Capital is becoming selective.Next week brings July CPI on Wednesday and PPI on Thursday.That will tell us whether Friday’s weak jobs number gives the Fed real breathing room or whether we are moving toward the uglier combination of softer employment and persistent inflation.🎙️ Today’s GRO MONEY NEWS covers the entire week through an institutional capital allocation lens: markets, rates, housing, sovereign capital, M&A, AI infrastructure, crypto compliance, tax changes and exactly what family offices should be asking before they wire money.Listen. Share it. Tag somebody whose investment thesis could survive a little more underwriting.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 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.

🧠 The market is not rejecting artificial intelligence. It is finally asking who earns the return and who merely receives the invoice.The Dow can look calm while the capital stack is flashing warnings. Today’s GRO MONEY NEWS explains why the semiconductor selloff in Asia matters, why slow hiring has not killed wage pressure, and why low volatility should not be confused with low risk.🏭 We examine the institutional logic behind Prologis acquiring European logistics scale.🏢 We break down BlackRock’s purchase of a major Southern California apartment portfolio and the financing structure supporting it.⚡ We explain why a completed, powered, fully leased data center can attract nearly one billion dollars of financing while speculative sites remain stranded.🏠 We analyze how new federal housing legislation may redirect institutional capital from existing single family homes toward build to rent and new housing supply.💰 We cover rural Opportunity Zone changes and the underwriting advantage created by a lower substantial improvement threshold.🔥 The hot sales idea identifies exactly what developers should produce before asking an investor or lender to take them seriously.The thesis is straightforward: the next generation of wealth will be built by owning the power, land, transmission, fiber, cooling, tenancy, and contracted cash flow beneath the intelligence layer.Listen, share, and tag someone who needs a sharper daily briefing on markets, rates, real estate, infrastructure, policy, and capital formation.Until tomorrow, be the best human you can be. ~ Teresa Grobecker. Sign 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 is 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 RecordGRO 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.

Wall Street closed at record highs Tuesday, with the S&P 500 up 1.8 percent, the Dow up 1.7 percent, and the Nasdaq surging 2.6 percent. Asia largely followed, led by a 3.3 percent move in Japan. The rally says investors believe earnings, lower oil prices, and AI demand can outweigh higher long term borrowing costs. 🏗️ The private capital market is sending a more complicated message.Prologis agreed to acquire SEGRO for approximately 18.8 billion dollars, creating a platform with roughly 269 billion dollars of assets under management and dramatically expanding its European land, logistics, energy, and digital infrastructure footprint. At the same time, banks are reportedly structuring approximately fifteen billion dollars of financing for a Texas data center and integrated 1.6 gigawatt power plant connected to Anthropic and backed by Google obligations. ⚡ The lesson is not that AI infrastructure cannot be financed. The lesson is that investors must distinguish construction risk from stabilized credit.A hyperscaler guarantee may support long term cash flow, but it does not automatically solve cost overruns, equipment delays, commissioning failures, fuel supply, permitting, or takeout risk. Those exposures need separate guarantees, reserves, covenants, and remedies.📊 In today’s GRO Money News, I cover the record equity rally, Asia, Treasury yields, current mortgage and CRE debt pricing, the Prologis and SEGRO transaction, the emerging bond market for data center debt, and the one page bankability memorandum every sponsor should prepare before approaching institutional capital.My hot take is simple: software may deserve software economics. The infrastructure underneath it requires project finance discipline.Listen, share, and tag someone who needs a sharper daily briefing on where serious capital is moving and what must be true before anyone wires the money.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/id1833953369CA 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.(c) 2026 Grobecker Holland International, INC. All rights reserved.

Monday’s market move was impressive: the Dow reached a record, the Nasdaq gained more than 2%, and volatility retreated. However, Tuesday’s Asian session was mixed, Treasury yields remain restrictive, mortgage demand is weakening, and the Federal Reserve’s 9 to 3 vote exposed a serious internal argument over whether rates should increase again. ⚡ The real capital story was not the rally. Prysmian agreed to acquire electrical infrastructure manufacturer Atkore for approximately $3.8B, PIF’s consortium is expected to complete its $55B Electronic Arts take private, and Brookfield and NextEra are participating in a proposed $100B power and artificial intelligence campus in Kentucky. Capital is buying electrical equipment, intellectual property, distribution, power, and control. 🏗️ Today’s GRO Money News explains what these transactions mean for family offices, sovereign investors, developers, and bankers. We cover Monday’s market consequences, Asian market dispersion, mortgage and real estate pressure, AMD’s earnings, data center bankability, and the five questions every capital provider should ask before funding another beautiful rendering with no documented power.🎙️ Listen, share, and tag someone who needs a sharper daily briefing on where serious capital is actually moving. GRO GROUP is actively seeking qualified project pipelines and offers financing structures of up to 100% for qualified data centers, solar projects, and ground up developments.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.

🚨 A Waymo nearly hit me in a San Francisco crosswalk.My first thought was not about litigation.It was: this vehicle needs faster, better inference.Luckily, I was quick enough to get out of the way. Grandma may not be.Training teaches an autonomous vehicle what a pedestrian looks like. Inference determines whether it stops before hitting one.That distinction sits at the center of our investment thesis for a $10 billion AI infrastructure strategy.The first phase of the AI boom was dominated by massive training clusters and multi gigawatt campuses. Those facilities remain essential. But the next phase will be driven by what happens after the model is trained.Every fraud alert, medical interpretation, robotic movement, industrial control, customer interaction, and autonomous vehicle decision requires inference.And inference has a different physical geography.⚡ It needs power that can be secured quickly.📍 It often needs to operate closer to customers, machines, and regulated data.🏗️ It benefits from modular facilities that can be built in financeable phases.🌐 It favors distributed neocloud infrastructure rather than total dependence on a handful of hyperscalers.🤝 It can reduce the political and community concentration risk created by enormous speculative campuses.The market is beginning to validate this architecture. EPRI, NVIDIA, Prologis, utilities, and infrastructure developers are now evaluating distributed inference centers in the 5 to 20 megawatt range near substations with available power.That is not edge computing theater. It is institutional infrastructure.The problem is that these projects remain difficult to finance. They are too physical for traditional venture capital, too operational for conventional real estate lenders, too early for core infrastructure funds, and often too specialized for generalist capital.That financing gap is not a weakness in the thesis.It is the opportunity.Our view is straightforward: the future is not large data centers versus small data centers. The future is a layered compute network.Large campuses will train frontier models. Regional and modular neocloud centers will deliver inference closer to the economic activity those models serve.The winning portfolio will not simply own the most GPUs.It will control the right power, in the right locations, supporting the right workloads, under contracts that convert artificial intelligence into durable cash flow.Because I may still be fast enough to outrun a confused autonomous vehicle.Grandma should not have to be.Read “Don’t Hit Grandma in the Crosswalk: Why the Future of AI Compute Is Inference and Smaller, More Nimble Neocloud Data Centers.”#ArtificialIntelligence #DataCenters #Inference #Neocloud #AIInfrastructure #PowerInfrastructure #SovereignAI #PrivateCapital #InvestmentBanking #AutonomousVehicles #FutureOfCompute #GROGroupImportant NoticeThis paper is provided solely for informational and discussion purposes. It does not constitute an offer to sell or a solicitation of an offer to purchase any security or investment product. Any investment opportunity will be offered only through definitive offering documents and in accordance with applicable securities laws. Market forecasts and projections are inherently uncertain and should not be interpreted as guarantees of future results. Prospective investors must conduct their own legal, financial, tax, commercial, and technical diligence.(c) 2026 Grobecker Holland International, INC. All rights reserved.

It will also be negotiated in Washington, inside the institutions that control policy, funding, infrastructure, international cooperation and access to the world’s largest markets.On September 16, 2026, the DCNY Summit will bring together policymakers, corporate leaders, family offices, sovereign investors, diplomats, innovators and capital allocators on Capitol Hill in Washington, D.C. The program is focused on artificial intelligence, the future of work, HealthTech, innovation funding and cross-border investment.This is not another convention where thousands of people exchange business cards and call it capital formation.The summit is structured around curated roundtables, private policy discussions, investor dialogues, innovator presentations and intentional introductions. The objective is to connect people who can actually approve, finance, regulate, purchase and scale new technologies.💰 Capital without policy access can become stranded.🤖 Technology without infrastructure cannot scale.🏛️ Policy without private execution rarely produces the intended economic result.🌍 Cross-border investment without trusted relationships is usually just a presentation traveling through email.The leaders who understand how to connect these systems will determine where the next generation of companies, jobs and strategic infrastructure is built.I am inviting members of my network who operate at the intersection of capital, government, technology, healthcare, infrastructure and international investment to request consideration.Attendance is limited and by invitation.Request an invitation at:https://www.dcnyc.org/Tag a family-office principal, sovereign investor, policymaker, founder, corporate executive or capital allocator who should be part of this discussion.#DCNYSummit #ArtificialIntelligence #FamilyOffice #SovereignWealth #PrivateCapital #CapitalFormation #HealthTech #PublicPolicy #CrossBorderInvestment #EconomicDevelopment #Innovation #WashingtonDC

Microsoft proved that massive infrastructure spending can translate into cloud revenue, enterprise adoption, and profit. The market responded with the company’s strongest trading day since 2008, while the thirty-year Treasury reminded every infrastructure and real-estate investor that cash flow arriving ten years from now has become significantly more expensive to own. 📈 South Korea’s Kospi surged more than 16% at one point Friday, with Samsung and SK Hynix leading a violent reversal in the global AI trade. This was not a declaration that every AI investment works. It was the market repricing the difference between compute that generates revenue and compute that merely consumes capital. 🏦 ICE agreed to acquire MarketAxess for approximately $6B, purchasing institutional connectivity, execution data, analytics, liquidity, and control over more of the fixed-income workflow. The valuable asset is not merely the bond. It is the rail through which the bond is priced, traded, measured, and regulated. ⚡ Brookfield and NextEra’s proposed $100B Paducah AI campus makes the real infrastructure thesis impossible to ignore. The project contemplates more than 1.2 gigawatts of compute capacity backed by as much as 4.6 gigawatts of dedicated generation, because power is no longer an operating input. Power is the asset. 🏗️ Today’s episode also examines the $555.6M Scion student-housing refinance, higher mortgage rates, persistent inflation, and why a $100B announcement still requires land control, interconnection, offtake, completion support, insurance, and definitive documentation before it becomes financeable. 🎯 The hot sales idea: run a forty-eight-hour bankability audit on every active prospect. A sponsor who produces only a presentation has not delivered a project. They have delivered a graphic-design exercise.Listen, share, and tag someone who needs a sharper daily briefing on where serious capital is moving and why certain deals clear while others die before the wire.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/id1833953369

At this point, the spreadsheet has developed its own investment committee.📉 Wall Street received a reality check. The Dow fell more than 1,150 points, the S&P 500 lost 1.5%, the Nasdaq dropped 1.7%, and oil surged as geopolitical risk returned to the inflation equation. 🏦 The Fed held rates, but the bond market raised them anyway. The target rate remained at 3.50% to 3.75%, while the 30 year Treasury yield moved above 5.20%. That is a direct threat to mortgages, permanent debt, infrastructure financing, and long duration valuations. 🤖 Microsoft and Meta gave investors two very different AI lessons. Microsoft reported $90 billion of revenue and 43% Azure growth. Meta grew revenue 28%, but expenses climbed 55% and operating margins compressed sharply. ⚡ Power remains the real data center asset. Nvidia’s reported lease structure supporting a one gigawatt Texas campus shows how credible offtake can convert power rights into investment grade infrastructure financing. 🏠 Housing remains trapped between prices and payments. Mortgage applications fell 6.4%, purchase applications declined 4%, and refinance applications dropped 10% as conforming mortgage rates reached 6.76%. 🏢 Commercial real estate credit is reopening, but only for financeable assets. Major banks are increasing CRE loan exposure, with capital concentrating around multifamily, logistics, industrial assets, and data center development. 💼 Today’s deals include Grant Thornton’s $5 billion acquisition of CBIZ and Bloomberg’s agreement to acquire Canoe Intelligence. The Bloomberg transaction is especially important for family offices because private market data, risk, and portfolio visibility are becoming institutional infrastructure. 🔥 Today’s hot sales idea: Stop asking data center sponsors whether they need money. Ask whether they have firm power, a delivery date, an offtaker, a complete capital stack, and a credible downside case.Listen, subscribe, share, and tag someone who needs a sharper daily briefing on capital markets, real estate, infrastructure, rates, policy, and where serious money is actually moving.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.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 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.

The lesson is not that risk disappeared. Risk changed addresses.Monday’s ceasefire optimism pushed crude sharply lower and lifted the Dow, but the Nasdaq weakened and Japanese semiconductor stocks sold off hard Tuesday. Public markets are becoming less charitable toward AI businesses that consume capital without controlling scarce infrastructure. 🏗️ The real capital story is the $40 billion acquisition of Aligned Data Centers, supported by another $5 billion of growth capital. Institutional and sovereign capital is buying power, land, cooling, operating systems, customer access, and the ability to scale across 6.4 gigawatts of operational and planned capacity. 📈 Today’s GRO Money News covers markets, Treasury yields, SOFR, mortgage rates, the Federal Reserve meeting, DCC Energy’s £5.75 billion takeover, sovereign AI infrastructure, and the difference between a compelling demand story and a bankable transaction.🔥 The hot sales idea is simple: eliminate the generic market opportunity slide. Replace it with a bankability matrix showing site control, entitlements, power, interconnection, fiber, cooling, offtake, construction, completion support, contingency capital, and exit risk.Listen, share, and tag someone who needs a sharper daily briefing on where institutional capital is actually moving.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/id1833953369

Now comes the awkward part: explaining how several hundred billion dollars of artificial intelligence capital expenditure becomes cash flow.The week begins with a relief rally, but the real capital allocation question is not whether artificial intelligence infrastructure will be built. It is who owns the power, who guarantees the debt, who signs the offtake, and who is left holding the depreciation.Alphabet raised its expected 2026 capital expenditure range to between $195B and $205B, then lost nearly $294B of market value as investors questioned the timing of returns. Meanwhile, a consortium including MGX and BlackRock’s Global Infrastructure Partners completed the approximately $40B acquisition of Aligned Data Centers, securing a platform with 51 campuses and more than 6.4 gigawatts of operational and planned capacity. That contrast defines the institutional trade.💻 Public market investors are punishing unrestricted artificial intelligence capital spending.⚡ Infrastructure investors are paying for power access, entitled land, interconnection rights, operating campuses, and contractual control over scarce capacity.🏦 Lenders are asking who guarantees completion and payment.🌍 Sovereign capital is acquiring participation in the physical rails beneath national and enterprise artificial intelligence systems.🏢 Brookfield and CPP Investments are also acquiring LXP Industrial Trust for approximately $5.2B, reinforcing institutional demand for modern logistics assets with scale, strategic geography, and durable cash flow. This morning’s GRO Money News covers the Federal Reserve meeting, mixed Asian markets, Treasury and mortgage rates, commercial real estate financing, housing inventory, the Aligned acquisition, the reported Nvidia and OpenAI financing structure, BlackRock’s data center transaction with Meta, major technology earnings, and the week’s most important economic releases.The hot sales idea is direct: stop selling project size and start demonstrating bankability. Investors need evidence of site control, entitlements, power, offtake, construction protections, insurance, phased capital deployment, and permanent takeout.Listen, share, and tag someone who still believes “artificial intelligence demand is enormous” constitutes a complete investment memorandum.Until tomorrow, be the best human you can be.~ Teresa GrobeckerSign up for the daily newsletter on LinkedIn.Read on LinkedInhttps://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208Listen to GRO MONEY NEWShttps://podcasts.apple.com/us/podcast/gro-money-news/id1833953369

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.

Alphabet spent $44.9B on infrastructure, BlackRock is structuring billions around Meta and Aligned, and the 10 year Treasury crossed 4.70%. Today’s GRO MONEY NEWS explains why AI demand is real, cheap capital is not, and bankability now determines who gets funded. 🎧 Listen, share, and tag someone still pitching “AI ready” land without documented power.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.

Brent is back near $94 to $95. The 10 year Treasury has reached 4.63%, the 30 year stands at 5.13%, and markets are assigning a material probability to another rate increase. June’s inflation relief depended heavily on falling energy prices, which means the oil rebound is attacking the strongest part of the disinflation argument.⚡ Meanwhile, AI has stopped speaking in abstractions. AMD will invest up to $5B in Anthropic, while Anthropic plans to deploy up to 2 gigawatts of AMD compute infrastructure. That is approximately 17.5 terawatt hours of annual electricity at continuous utilization before facility overhead.🏗️ Prologis has also submitted a £14B proposal for SEGRO. The real target is not merely warehouse rent. It is a European platform controlling industrial land, logistics infrastructure, development rights, customer relationships, and a growing data center pipeline.Today’s GRO Money News explains what the market is actually repricing, why 2 gigawatts of demand does not automatically make a specific data center financeable, how sovereign shareholders are influencing the Prologis and SEGRO negotiations, and why developers must replace generic land decks with a documented power to rent memorandum.🎧 Listen, share, and tag someone who still believes “near a transmission line” is the same thing as controlled power. It is not.Listen to GRO MONEY NEWSSubscribe to the newsletterTeresa Grobecker, MBA, CRPCCEO and Broker of RecordGrobecker Holland International, Inc.CA DRE 01908507 | Company CA DRE 01976696This content is provided for informational and educational purposes only and does not constitute financial, investment, legal, tax, or accounting advice. Nothing herein constitutes an offer to sell or solicitation to purchase any security. Views may change without notice, and Grobecker Holland International, its affiliates, and their principals may hold positions or maintain business relationships involving companies or assets discussed.

Washington’s response is effectively: excellent, now bring your own electricity and water.Today’s GRO Money News examines the collision between abundant AI capital and scarce infrastructure. We break down BlackRock’s 80% ownership position in Meta’s El Paso venture, the rising 10-year Treasury yield, oil near one-month highs, Asia’s semiconductor rebound, current residential and CRE financing costs, and the £13.5 billion Prologis offer that SEGRO rejected because strategic warehouses, development land and data center exposure are not easily replaced.🏗️ The critical lesson for developers is that “power secured” can no longer mean a utility conversation and a hopeful arrow on a site plan. Ratepayer neutrality, deliverable generation, interconnection responsibility, water strategy, completion support and investment-grade revenue are becoming part of the capital stack.💵 The episode also covers emerging stablecoin reporting and AML requirements, today’s earnings catalysts, and a practical hot sales idea for converting a data center deck into an institutional bankability memorandum.Listen, share, and tag someone who needs a sharper briefing on where serious capital is moving and what must be proven before the wire.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/id1833953369Until 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.

Semiconductor stocks entered a bear market, Brent moved above $90, and policymakers began treating data center power consumption as a taxable, insurable, politically negotiable liability rather than a free public subsidy.🏗️ Monday’s GRO MONEY NEWS explains why Meta’s 5 GW Louisiana structure is bankable, why New York stopped incomplete hyperscale permits, and how Virginia’s $0.011 per kilowatt hour tax could add approximately $30.35M annually to a 350 MW facility at 90% utilization. We also examine Asia’s opening signal, Treasury and mortgage rates, the misleading housing starts headline, the $1.8B Sprng Energy acquisition, Five Point’s $2.5B infrastructure fundraise, and the FDIC’s proposed stablecoin reporting regime.💰 The conclusion is blunt: the AI trade is not ending. It is being divided into financeable infrastructure and expensive theater. Investors should own power, contracts, grid access, transmission, and creditworthy offtake rather than assume that every GPU purchase creates durable enterprise value.🎧 Listen, share, and tag someone who needs a sharper briefing on where institutional capital is moving. Today’s hot sales idea shows developers and bankers how to build a power and policy repricing memorandum before a weak project reaches investment committee.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.

Friday is not ending the AI story. It is repricing who gets funded.Semiconductors are selling off, Asia closed sharply lower, oil is lifting inflation risk, and credit is calmer than equities.Today’s GRO Money News explains why Williams’ $5.34B power transaction is the week’s real AI signal; how PIF and I Squared are targeting digital infrastructure and district cooling; why a 19% housing-starts jump is a multifamily headline; what Ares’ $1.7B Whitestone acquisition says about selective CRE liquidity; and why NextEra–Dominion still must buy regulatory permission.📉 Markets and rates🏗️ Real estate and infrastructure🏛️ Policy and regulation💼 A 48-hour Bankability Diagnostic to identify the one condition keeping a project from financeable status: power, entitlement, offtake, completion support, or equity.Listen, share, and tag someone who still thinks the AI stack ends at the chip.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 is 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 01976696.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 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.

U.S. markets finished higher Wednesday as wholesale inflation cooled, megacap technology recovered, and BlackRock’s assets under management passed $15T.Then Asia delivered a different message.South Korea’s semiconductor-heavy KOSPI fell more than 6%, Japan declined sharply, and mainland China weakened. The market is no longer treating the AI economy as one trade. It is separating the companies collecting AI revenue from the businesses carrying fabrication, power, construction, export, and obsolescence risk.⚡ Blackstone is investing approximately $5.34B in behind-the-meter natural-gas power for data centers.🏗️ DataBank is reportedly exploring a transaction that could value the platform near $25B.📉 Treasury yields eased, but the cost of construction and permanent capital remains punitive for weak projects.🛍️ June retail sales will test whether the consumer can absorb elevated borrowing costs and energy prices.🏦 The real question is no longer whether investors want AI infrastructure. They do. The question is which projects have actual power, enforceable offtake, credible tenants, and a capital structure capable of surviving delays.Today’s GRO Money News explains:⚡ Why power control now matters more than raw acreage🏢 Why the data-center industry is entering an ownership reset💰 What makes an AI infrastructure transaction bankable🌏 What Asia’s selloff says about hardware risk₿ Why institutional digital settlement matters more than Bitcoin’s daily price🔥 The one-page bankability map every developer should produce before requesting capitalListen, share, and tag someone who needs a sharper daily briefing on where serious capital is moving.Until tomorrow, be the best human you can be.~ Teresa GrobeckerSign up for the daily newsletter on LinkedIn.Read on LinkedInhttps://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208Listen to GRO MONEY NEWShttps://podcasts.apple.com/us/podcast/gro-money-news/id1833953369GRO GROUP is 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.

Producer prices fell 0.3%, but Brent moved back toward $86 as the conflict with Iran intensified. Meanwhile, South Korea’s market surged more than 6%, BlackRock crossed $15T in assets, Morgan Stanley reported record revenue, and institutional capital moved deeper into commercial solar and energy storage.Today’s GRO Money News explains:📉 Why lower PPI does not automatically mean cheaper development capital⚡ What BlackRock’s Summit Ridge Energy transaction says about power, storage, and interconnection scarcity🏦 Why record banking profits confirm that the capital allocation machine is active again🧠 How chip equipment, power, cooling, and financing form the real sovereign AI stack🏗️ What makes a data center or infrastructure project bankable before an investor wires capitalThe hot sales idea is blunt: stop asking sponsors for another pitch deck. Ask for a one page bankability map showing power, permits, tenancy, equity, construction protection, and takeout financing.Listen, share, and tag someone who needs a sharper daily briefing on where serious capital is moving. ~ Teresa GrobeckerCEO, Grobecker Holland International, Inc.GRO GROUPGRO 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 participate in any investment strategy. Past performance is not indicative of future results. Grobecker Holland International, its affiliates, and their principals may hold positions or have business relationships related to companies or assets discussed.

Oil surged, Treasury yields climbed, technology stocks sold off, and Blackstone, Apollo, and KKR committed $5.34B to five behind the meter power projects being developed by Williams.That transaction is the real market signal.Today’s GRO MONEY NEWS explains:⚡ Why power infrastructure may capture more leverage than the artificial intelligence companies consuming it📉 Why the Nasdaq fell 1.6% while energy assets gained strategic value🏦 How Williams raised billions without surrendering operating control🏗️ What makes a data center or power project genuinely bankable🏠 Why mortgage rates near 6.5% continue freezing housing transaction volume🌏 Why India’s $1.8B Sprng Energy transaction matters to sovereign and industrial capital📄 The documents every investor should demand before accepting the claim that a project “has power”The hot sales idea is brutally simple: stop accepting verbal claims about power capacity. Demand the interconnection agreement, study status, construction responsibility, reservation economics, curtailment provisions, and delivery schedule.Public markets are debating inflation. Serious capital is buying the infrastructure underneath the next economy.Listen, share, and tag someone who needs a sharper briefing on where capital is actually moving.#GROMoneyNews #InvestmentBanking #FamilyOffice #SovereignWealth #DataCenters #AIInfrastructure #EnergyInfrastructure #PrivateCapital #CommercialRealEstate #StructuredFinance~ Teresa GrobeckerRead on LinkedInhttps://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208Listen to GRO MONEY NEWShttps://podcasts.apple.com/us/podcast/gro-money-news/id1833953369GRO GROUP is actively looking to place $5B of equity financing in 2026 for qualified Master Builders in major MSA territories, including financing structures offering up to 100% for qualified developments, data centers, and solar projects.GRO MONEY NEWS is provided for informational and educational purposes only and does not constitute financial, investment, legal, tax, or accounting advice.

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.

The most important artificial intelligence transaction this week was not another software acquisition. EQT agreed to acquire Copia Power from Carlyle for approximately $2.6 billion, giving it greater control over the energy infrastructure required by data centers. Carlyle is expected to earn more than five times its original investment.Meanwhile, SK Hynix raised approximately $26.5 billion through a blockbuster United States offering, Asian technology markets rallied, Treasury yields eased and the Nasdaq climbed 1.3%.Today’s GRO Money News explains:📈 Why markets returned to semiconductor stocks despite geopolitical risk🌏 What Asia’s rally and the SK Hynix offering reveal about global capital flows⚡ Why power, interconnection and entitled land now determine data center value🏗️ What makes an artificial intelligence infrastructure project genuinely bankable🏠 Why housing inventory is improving while affordability remains broken💰 How sponsors should build a one-page bankability matrix before approaching capitalThe central conclusion is simple: public markets are buying the artificial intelligence story. Institutional capital is buying the infrastructure everyone else must rent.Listen, share and tag someone who needs a sharper daily briefing on where serious money is moving.Until tomorrow, be the best human you can be.~ Teresa GrobeckerSign up for the daily newsletter 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/id1833953369Teresa 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.

Today on GRO Money News:🌏 Asia opened mixed, with Japan and India stronger while Hong Kong, Shanghai, and Australia weakened🛢️ Oil jumped more than 5 percent as U.S. and Iran tensions hit inflation risk🏦 Treasury yields rose, which means capital stacks just got less forgiving📈 Services are still expanding, with June ISM Services PMI at 54🚚 Freight is improving, with rail traffic showing six straight months of carload growth💳 The consumer is still spending, but household debt remains heavy🤖 Meta is putting $9.1B into an Alberta AI data center tied to natural gas power⚡ Anthropic’s Kentucky lease with TeraWulf shows what bankable AI infrastructure actually looks like💰 Temasek is leaning harder into AI and private credit🔥 Hot sales idea: stop asking sponsors if they need money. Ask what operating metric proves the project belongs in today’s economy.The economy is not collapsing. It is bifurcating.Listen, share, and tag someone who needs a sharper daily money briefing.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.

Today’s GRO Money News is about the market finally remembering that intelligence does not scale on vibes. It scales on power, chips, data centers, permits, long-end rates, credit tenants, and capital stacks that can survive contact with a lender. 📉🏗️What we cover today:📊 Stocks slipped as chip names got hit🛢️ Oil jumped on renewed U.S. and Iran tension🏦 Treasury yields moved higher, with the 30-year back above 5%🏠 Mortgage rates are still trapping housing volume🏢 CRE liquidity exists, but only for serious underwriting🖥️ Digital Realty and Blackstone gave the market another data center valuation signal🌍 Sovereign capital is still circling AI infrastructure, power, and strategic real assets💰 Tax law is creating opportunity, but it will not save bad dealsThe sharpest takeaway: public markets are trading the AI narrative, but private capital has to finance the physical infrastructure underneath it.Listen, share, and tag someone who needs a money briefing with more underwriting and fewer refrigerator-manual market takes. 🚀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.

Today’s GRO Money News is not another lazy “markets were up” recap. The real signal is that AI enthusiasm is still lifting U.S. stocks, while Asia is showing what happens when crowded chip trades meet valuation gravity. ⚡🏗️💰Today we cover:📊 Dow above 53,000 and Nasdaq strength🌏 Asia’s AI-linked selloff🏠 Mortgage rates still near the affordability pain zone🏢 CRE debt and rescue capital pressure🏦 Blackstone infrastructure M&A🤖 Sovereign AI and the MGX $49B AI fund⚖️ Stablecoin policy moving into execution🧾 Tax Law Radar for real estate investors🔥 Hot sales idea: ask what makes the deal bankable todayListen, share, and tag someone who needs a sharper money briefing before they wire into another pitch deck with no takeout strategy.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/id1833953369

🚨 The market came back from the holiday weekend wearing an AI hard hat.Stocks want to rally. Mortgage rates eased. Jobs came in soft. But the real story is not CNBC confetti. It is capital moving into the rails: power, data centers, utility M&A, credit tenancy, tax strategy, and infrastructure that can actually get financed.Today on GRO Money News:💰 U.S. futures are trying to extend last week’s rally🌏 Asia is sending a split signal🏦 30 year mortgage rates eased, but underwriting is still unforgiving📉 June payrolls came in soft at 57,000⚡ OPEC plus raised output targets again🏗️ Digital Realty is buying Blackstone’s interest in three Northern Virginia data centers🧠 AI infrastructure is becoming a power and capital stack story🏢 CRE is separating strategic assets from commodity pain₿ Crypto and stablecoins are moving deeper into regulated infrastructure🧾 Bonus depreciation is back in the underwriting conversationHot sales idea of the day: ask every sponsor one question before you waste time.“What makes this bankable?”Not “what is the dream?” Not “how big is the upside?” Ask about utility capacity, offtake, credit tenancy, construction budget, guarantees, tax benefits, and takeout financing.Listen, share, and tag someone who needs a sharper daily money briefing. 🚀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/id1833953369

Markets are not melting down, but they are getting much pickier. Today’s GRO Money News breaks down why tech weakness hit the Nasdaq, why Asia opened mixed, why mortgage rates are still keeping housing affordability tight, and why the real institutional story is power, data centers, infrastructure M&A, credit tenancy, and bankability. We also cover real estate pricing, the Blackstone and Digital Realty data center signal, crypto and stablecoin rails, tax law changes, and today’s hot sales idea for raising capital with a one page bankability memo. GRO GROUP is actively looking to place $5B of equity financing in 2026, including up to 100% financing for qualified data centers, solar farms, oil and gas projects, and ground up development.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.

The second half of 2026 opens with stocks celebrating AI momentum, Treasury yields refusing to cooperate, mortgage rates stuck in the mid-sixes, and data centers stealing the institutional capital spotlight. Today’s episode covers the strong quarter-end rally, mixed Asia open, labor-market tension, housing affordability, the $3.5B Digital Realty and Blackstone data center deal, Bridgepoint’s $1.39B Kayne Anderson Real Estate acquisition, policy and tax timing, and the hot sales idea professionals should use today. GRO GROUP is actively looking at qualified projects for up to 100% financing across data centers, solar farms, oil and gas, and ground-up development.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.

The market bounced, but the real money story is institutional capital rotating into data centers, building materials, real estate platforms, and anything that controls the bottlenecks behind AI infrastructure.Blackstone’s data center sale is the real headline today. Digital Realty agreed to buy Blackstone’s interest in three Northern Virginia hyperscale data centers in a transaction valuing the assets at $7.8B, giving the market a live marker for how institutional capital values leased, power-backed digital infrastructure. Today’s episode also breaks down Martin Marietta’s $13.5B Lhoist deal, Bridgepoint’s $1.4B Kayne Anderson Real Estate acquisition, mortgage rates in the mid-6s, CRE negative leverage, stablecoin deposit risk, Opportunity Zone planning, and the hot sales question every capital advisor should ask this week. GRO GROUP is actively looking to place $5B of equity financing in 2026, including up to 100% financing for data centers, solar farms, oil and gas, and ground-up development.Until tomorrow, be the best human you can be.~ Teresa GrobeckerSign up for the daily newsletter on LinkedIn.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.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/id1833953369

Monday opens with extreme fear, sticky rates, mixed Asia, oil risk, and a capital market that suddenly wants receipts.AI got a margin call in a hoodie. 🤖📉 Today’s GRO Money News covers extreme fear, mixed Asia, sticky 6.5% mortgage rates, jobs-week risk, power M&A, data centers, CRE, tax strategy, and the one question every developer needs to answer: offtake or just a site? 🎧👇 Listen + share.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=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.

The market is scared… unless you whisper “AI” near it. Then suddenly everyone has a checkbook and selective amnesia. 🤖💸Today’s GRO Money News breaks down the Friday setup: fear is still elevated, AI is cooling volatility, mortgage rates are stuck around the mid-6s, new-home sales fell, and industrial real estate just got very spicy with Prologis taking a swing at Segro. 🏗️📉We’re also covering Merck’s $11.3B Bio-Techne deal, Bitcoin softness, stablecoin policy, bonus depreciation, and why the real money is not just in chasing AI stocks. It is in financing the bottlenecks AI creates: data centers, power, cooling, fiber, land, and serious capital stacks. ⚡🏢Hot sales idea: call every developer, landowner, or energy operator in your pipeline and ask whether they have land, power, fiber, or a stranded asset that could become a data center, solar project, or infrastructure-backed development if the capital stack were solved. Diagnose first. Pitch second. Win cleaner. 🔥Listen, share, and tag someone who needs a sharper daily money briefing before their next meeting. 🎧🚀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=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.