The Fed Has The Mic, Oil Has The Drama, And AI Wants The Power Bill

The Market Put On a Suit, Then Stepped on a Semiconductor

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 Grobecker ⁠Sign up for the daily newsletter on LinkedIn.⁠ Read on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208 [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 [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 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.

The Market Put on AI Cologne and Called It a Quarter

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 Grobecker Sign up for the daily newsletter on LinkedIn. Read on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208 [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 [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 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.

Blackstone Sold the Servers, But Kept the Thesis

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 Grobecker Sign 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 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. Read on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208 [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 [https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369]

AI Got a Margin Call in a Hoodie

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 Grobecker ⁠Sign up for the daily newsletter on LinkedIn.⁠ [https://www.linkedin.com/newsletters/gro-group-daily-news-7354236980961886208/] Read on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208 [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 [https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369]  ⁠GRO GROUP⁠ [https://grobeckerholland.com/] 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.,⁠ [https://grobeckerholland.com/] 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.

The Market Ate a Semiconductor and Asked for Dessert

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 Grobecker ⁠Sign up for the daily newsletter on LinkedIn.⁠ [https://www.linkedin.com/newsletters/gro-group-daily-news-7354236980961886208/] Read on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208 [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 [https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369]  ⁠GRO GROUP⁠ [https://grobeckerholland.com/] 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.,⁠ [https://grobeckerholland.com/] 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.