Yields Rise, Tech Slips, and Utilities Steal the Show

🛢️ Oil just sent the Federal Reserve another invoice.

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 bankable The 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 Grobecker GRO 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.

⚡ AI ate the power grid, and private equity sent the bill.

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 capital The 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 Grobecker Sign up for the daily newsletter 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] 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 economy is still breathing, but it is breathing through an oil filter. 🛢️📊

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 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 [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.

AI wants the throne. Power wants rent. ⚡🤖

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 deals The 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 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.

AI took the wheel. Asia hit the brakes. 🤖📉

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 today Listen, 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 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]