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…
The skinny
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