🤖 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…
The skinny
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