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…
The skinny
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