🛢️ A barrel of oil walked into next week’s Fed meeting and apparently brought voting rights.

🛢️ A barrel of oil walked into next week’s Fed meeting and apparently brought voting rights.

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 NEWS [https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369] Subscribe to the newsletter Teresa Grobecker, MBA, CRPC CEO and Broker of Record Grobecker Holland International, Inc. CA DRE 01908507 | Company CA DRE 01976696 This 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.

⚡ Wall Street found more than $12 billion for a one-gigawatt Meta data center.

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 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 [https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369] 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]. 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 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 met its electric bill this week, and Wall Street finally read the meter.

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 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 [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 got a margin call. ⚡ Power got a term sheet.

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 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 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.

🚨 Wall Street smiled. Asia pulled the fire alarm.

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 capital Listen, 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 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 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 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.