Back From BBQ, Straight Into the Bond Pit

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.

The Chip Rally Walked Into a Bond Bar

🚨 The chip rally walked into a bond bar, and the 10-year Treasury still ordered the drinks. Thursday’s GRO Money News is about the market’s weird little split personality: Asia is rallying on AI infrastructure and semiconductor strength, but U.S. markets are still watching rates, inflation, housing weakness, and the Fed like everyone is waiting for the underwriter to clear one last condition. 🧾📉 Today we cover: 💻 Asia’s tech-led rally, with Japan and South Korea ripping on chip enthusiasm 🏦 The 10-year Treasury and why rates still control real estate math 🏠 New home sales falling to 580,000 while inventory rises 🏗️ CRE debt getting more active, but much pickier 🤝 Prologis’ rejected $16.6B Segro approach 🧠 Qualcomm buying Modular to deepen its AI/data center stack 🪙 Bitcoin volatility and stablecoin regulation under the GENIUS Act 📊 Today’s PCE, GDP, durable goods, jobless claims, and income/spending setup 🔥 Hot Sales Idea: ask which project is closest to bankable but stuck because the equity story is not solved The hot take: the market does not need perfect news. It needs believable news. Sticky inflation plus mixed growth plus rate pressure is where underwriting models go to cry in a locked conference room. 😵‍💫 Listen, share, and tag someone who needs a sharper daily money briefing. Especially if they still think rates are “just a mortgage problem.” They need help. 📣 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]

The AI Trade Got a Margin Call in Public

AI stocks got smacked like they forgot to bring earnings to a valuation fight. 🤖💸 Today’s GRO Money News is serving the spicy market breakfast: fear is back, the AI/data center trade is getting repriced, mortgage rates are still acting rude, CRE debt is open but judgy, and real estate investors are learning once again that “hope” is not a capital stack. 🏗️📉 Inside today’s briefing, we cover what the tech selloff means for data centers, why sticky Treasury yields are keeping housing affordability in the penalty box, where real estate capital is still moving, what policy watchers should track, and the Hot Sales Idea of the Day for finding developers with real pipeline pain. 🔥 Listen, share, and tag the person who needs a sharper daily money briefing before they underwrite another deal with fairy dust and a prayer. 🧚‍♀️📊 🎧 Podcast: https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369 [https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369] 📰 LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208 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.

Oil Cooled. Tech Slipped. Rates Still Want Receipts.

Tuesday’s money briefing for people who know the market can chew gum, drop oil, and still side-eye your capital stack. 🛢️ Oil cooled. Big Tech slipped. Rates still want receipts. Today’s GRO MONEY NEWS breaks down: 📉 Monday’s mixed market close 🧊 Cautious investor sentiment 🌏 Asia’s selective handoff 🏡 Current mortgage rates + housing affordability stress 🏢 CRE debt and deal flow 🏛️ The Senate’s major housing bill ⚡ Data-center power policy 🪙 Stablecoin customer-ID rules 💊 AbbVie’s $10.9B Apogee deal 🔥 A hot sales idea to PCE-proof your pipeline before Thursday’s inflation print Plus: a subtle nod to GRO GROUP’s financing options, including up to 100% financing for qualified data centers, solar farms, oil and gas, and ground-up development opportunities. Listen, share, and tag someone who needs sharper money news. 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]

The Market Found Its Mascara, But The Bond Market Still Has Trust Issues

This week is all about the oil-to-inflation-to-rates pipeline. Oil cooled after the U.S.-Iran peace framework, stocks rallied, and everyone suddenly remembered how much lower energy prices can help the inflation story. But the Fed is not exactly handing out rate-cut roses yet. 🌹 Thursday is the big macro obstacle course: PCE, GDP, durable goods, jobless claims, personal income, and spending. For real estate and private credit, that means watch the 10-year Treasury and lender appetite. For AI infrastructure, the message is even louder: power is the trade. ⚡🏗️ Data centers are no longer just buildings. They are energy, fiber, permits, cooling, capital, and speed to revenue. Hot Sales Idea: call every sponsor, developer, utility-connected landowner, and industrial owner sitting on powered assets with no capital markets strategy. The money is not looking for raw dirt with a dream. It is looking for de-risked infrastructure with a route to revenue. 🚀 #GROMoney #Infrastructure #DataCenters #CapitalMarkets #AIInfrastructure #PrivateCredit #RealEstateFinance #Stablecoins 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.