Shows / GRO MONEY NEWS
GRO MONEY NEWS
GRO MONEY NEWS brings quick, clear insights on real estate and financial markets. In under 10 minutes, Teresa Grobecker covers capital markets, mortgage rates, housing trends, Fed policy, crypto and digital assets, and economic shifts to keep you ahead.
Episodes
- GRO MONEY NEWS
🚨 COREWEAVE REPORTS $132.5 BILLION IN BACKLOG. ITS INTEREST BILL TELLS THE OTHER HALF OF THE STORY.
💰 CoreWeave reported $846 million in quarterly net interest expense against $207 million in operating income. ⚡ NRG agreed to sell 4.9 gigawatts of natural gas…
- GRO MONEY NEWS
🚨 THE POWER DEAL IS SIGNED. THE DATA CENTER LOAN IS NOT FUNDED. AND CPI JUST GOT HOTTER.
Wall Street celebrated Monday. Tuesday morning, inflation delivered the invoice. ⚡ $4 BILLION: NRG agreed to sell 4.9 gigawatts of natural gas generation to LS…
- GRO MONEY NEWS
⚡ AI stocks can rebound overnight. Megawatts cannot.
💰 On November 6, Crusoe confirmed that Google acquired its southeast Wyoming data center site. Google’s separate $17 billion announcement concerns the broader…
- GRO MONEY NEWS
🚨 THE CHIPS GOT CRUSHED. THE LEASE GOT A BACKSTOP.
Wall Street is dumping AI stocks. Institutional lenders are looking for something more valuable than the next exciting technology forecast: actual contractual…
- GRO MONEY NEWS
⚖️ WASHINGTON GETS GRIDLOCK. WALL STREET GETS A NEGOTIATING TABLE.
📈 Democrats have won both chambers of Congress. Wednesday, the Dow surged 3%. The market is considering whether divided government could reduce sweeping…
- GRO MONEY NEWS
WALL STREET JUST SPENT $115 BILLION ON THE PLUMBING.
Marvell agreed to acquire Lumentum for approximately $115B in enterprise value. Oracle priced $20B in financing. Anthropic disclosed $895.4B in aggregate…
- GRO MONEY NEWS
🚨 OPEC HELD THE QUOTAS. INTEL LOST 29%. THE GRID WENT SHOPPING.
GRO MONEY NEWS | MONDAY, NOVEMBER 2, 2026 💻 Intel lost nearly 29% Friday. 📉 The Nasdaq fell approximately 2.9%. 🛢️ OPEC Plus maintained December production…
- GRO MONEY NEWS
🚨 AI JUST MET THE CREDIT COMMITTEE.
Alphabet lost roughly $500 BILLION of market value. Amazon fell after hours despite AWS growing nearly 40 percent. Intel cratered. Asia followed the selloff…
- GRO MONEY NEWS
🚨 THE FED PAUSED. YOUR COST OF CAPITAL DIDN’T. 💸
The Fed held rates at 3.75 percent to 4 percent yesterday, but the 10 year Treasury is still hovering around 5 percent. Mortgage rates are roughly 7.35…
- GRO MONEY NEWS
💰 WALL STREET FOUND $63 BILLION FOR AI. YOUR MORTGAGE IS STILL 7.33%.
That may be the cleanest explanation of today’s capital markets. 🤖 Bank of America, Blackstone, Citi and Morgan Stanley have assembled a $63 billion AI compute…
- GRO MONEY NEWS
🚨 AI JUST PUT $160.5 BILLION ON THE CAPITAL STACK.
Two transactions tell you exactly where the AI economy is going. 💰 A $63 billion SPV financing backed by Bank of America, Citi, Morgan Stanley and Blackstone…
- GRO MONEY NEWS
🚨 $34 BILLION. TWO CEOS. ZERO DEAL.
Apparently, $34 billion can buy an enormous orthopedic business, but it cannot guarantee agreement over who gets the CEO's chair. 🏦 Johnson & Johnson and Smith…
- GRO MONEY NEWS
🚨 META SPENT $35 BILLION. WALL STREET SPENT $3.5 BILLION TO UNDERSTAND THE CREDIT RISK.
💰 Meta just reported $34.9 billion in quarterly capital expenditure and negative $2.1 billion in free cash flow. 🏦 Meanwhile, the London Stock Exchange Group…
- GRO MONEY NEWS
📈 THE MARKET FOUND ITS SMILE. CREDIT STILL WANTS COLLATERAL.
Wednesday gave us the perfect snapshot of this market. 📊 S&P 500: +0.6% 💻 Nasdaq: +1.1% 😬 Fear and Greed: still just 31 🏠 30 year mortgage: roughly 7.4% 🛢…
- GRO MONEY NEWS
🚨 YOUR MORTGAGE RATE HAS A GPU PROBLEM.
AI credit is officially big enough to spill into the broader cost of capital. Mortgage News Daily says recent improvement in mortgage rates has been driven in…
- GRO MONEY NEWS
THE RALLY PUT ON LIPSTICK. CREDIT STILL ASKED FOR ID.
🚨 TECH BOUNCED MONDAY. CREDIT DID NOT GET THE MEMO. The Nasdaq gained about 1.1% yesterday, but Tuesday morning Asia is selling AI hardware again. Meanwhile…
- GRO MONEY NEWS
🚨 THE GRID JUST REPRICED AI.
AI did not suddenly stop growing. Wall Street simply remembered that data centers require electricity, debt has a cost, and revenue backlog is not the same…
GRO MONEY NEWS🚨 AI DATA CENTER DEMAND ISN’T THE PROBLEM. THE COST OF CAPITAL IS.
We are heading into a very active Q4 for AI infrastructure, private credit and real assets. CoreWeave is being repriced, Treasury yields remain high, and the…
GRO MONEY NEWS🧠 AI was meant to come before blockchain
For the real estate applications we were building at Consortia, the missing piece was the computational capacity to make fragmented information useful before…
- GRO MONEY NEWS
YOUR GPU CANNOT COSIGN THE LOAN. 🧠🏦
AI demand can grow while the investors financing it lose money. The difference sits in the purchase price, customer contract, equipment replacement cycle, and…
- GRO MONEY NEWS
🚨 AI DIDN’T BREAK. THE CAPITAL STACK DID.
AI demand is still screaming. Credit markets have simply decided that enormous demand does not give borrowers a free pass on leverage. 🔥 PPI jumped 1.3% in…
- GRO MONEY NEWS
💰 AI WANTS YOUR INSURANCE PREMIUMS. HOUSING WANTS A PULSE.
The AI infrastructure industry is pursuing insurance capital while American homebuyers are still paying mortgage rates above 7%. 🏦 Goldman Sachs reported…
- GRO MONEY NEWS
💥 AI HAS PLENTY OF BELIEVERS. IT IS RUNNING SHORT OF BUYERS AT THE ASKING PRICE.
An Australian AI infrastructure company just scrapped a proposed multibillion-dollar IPO. Meanwhile, hundreds of millions of dollars are being committed to…
- GRO MONEY NEWS
THE STOCK MARKET GOT CHAMPAGNE. THE LENDERS GOT A SPREADSHEET.
Wall Street is celebrating. The credit markets would like a word. 📈 S&P 500: 7,811.54 after Friday's rally. 💰 10 year Treasury: 5.24%. 🏠 Mortgage rates: 7.40%…
- GRO MONEY NEWS
🚨 THE AI INFRASTRUCTURE MARKET JUST GOT A LOT SMARTER.
Nvidia backed Firmus tried to take a multibillion dollar data center IPO to market. Investors said: show us the economics. Meanwhile, Google’s Wyoming data…
- GRO MONEY NEWS
⚡ AI POWER JUST GOT A $37.5B VALUATION. THE PREF STARTS AT 10%.
💰 Flex is separating its AI power and cloud infrastructure business, Axiom, after raising $2B of convertible preferred capital. The preferred pays 10% cash…
- GRO MONEY NEWS
⚡ AI POWER JUST GOT A $37.5B VALUATION. THE PREF STARTS AT 10%.
💰 Flex is separating its AI power and cloud infrastructure business, Axiom, after raising $2B of convertible preferred capital. The preferred pays 10% cash…
- GRO MONEY NEWS
⚡ AI POWER JUST GOT A $37.5B VALUATION. THE PREF STARTS AT 10%.
💰 Flex is separating its AI power and cloud infrastructure business, Axiom, after raising $2B of convertible preferred capital. The preferred pays 10% cash…
- GRO MONEY NEWS
🤖 THE CLOUD JUST LEARNED TO RENT ITS OWN CHIPS.
💰 Amazon is exploring moving roughly $8B of Nvidia Blackwell GPUs into an outside SPV, then leasing the same chips back for AWS and AI workloads. The proposed…
- GRO MONEY NEWS
🤖 AI JUST REDISCOVERED VENDOR FINANCE.
💰 Broadcom can provide Anthropic with up to $42B of financing around a $125.2B compute commitment. That is the real underwriting question now: when the…
- GRO MONEY NEWS
🚨 THE BOND MARKET LOST SEPTEMBER. SOFTBANK BOUGHT THE TOLLBOOTH.
💰 The 10 year Treasury ended around 5.29%, the 30 year around 5.64%, and mortgage rates hit 7.30%. Capital is not cheap. 🏗️ SoftBank still completed its $3.1B…
- GRO MONEY NEWS
🤖 AI JUST ENTERED THE INFLATION MODEL.
🏦 Australia raised rates to 4.60% and explicitly cited AI demand as one force driving global technology prices higher. AI has moved from software, to chips, to…
- GRO MONEY NEWS
🤖 AI INFRASTRUCTURE JUST DISCOVERED WORKING CAPITAL.
💰 Hut 8 closed a $1.07B corporate revolver after already raising $7.5B of nonrecourse project financing for its AI data centers. ⚡ That matters because…
- GRO MONEY NEWS
🤖 ANTHROPIC SIGNED $11.6 BILLION. THE DEBT MARKET STILL WANTS 9.25%.
Akamai signed a 7 year, $11.6B infrastructure commitment with Anthropic and expects roughly $5.5B of capex to support it. The relationship could ultimately…
- GRO MONEY NEWS
🚨 THE 10-YEAR IS AT ~5.2%. SO WHY IS INSTITUTIONAL CAPITAL STILL WRITING $10 BILLION AND $25 BILLION CHECKS?
That is the question underneath Friday's GRO Money News. The risk-free rate moved sharply higher this week, oil returned to roughly $105, jobless claims stayed…
- GRO MONEY NEWS
THE 5.11% TREASURY JUST PUT EVERY PRIVATE DEAL ON TRIAL.
The ten year Treasury jumped to 5.11% Wednesday, its highest level since 2007, while the S&P 500 fell 0.75%, the Nasdaq dropped 1.13%, and the Russell 2000…
- GRO MONEY NEWS
💰 AI JUST BECAME A 10% COST OF CAPITAL BUSINESS.
SoftBank is launching more than $11 billion of high yield bonds at roughly 9% to 10% yields to fund its OpenAI bet, which is a remarkably clean reminder that…
- GRO MONEY NEWS
🤖 BIG TECH JUST PUT A $300 BILLION FLOOR UNDER AI DEBT.
Big technology companies are increasingly using residual value guarantees to support as much as $300 billion of financing for AI data centers and chips. The…
- GRO MONEY NEWS
🚨 The Fed hiked. The 10 year Treasury basically said, “That’s adorable.”
The Fed raised rates 25 bps yesterday, but the bigger number is 5.003%, where the 10 year Treasury finished. That is a nineteen year high, and it matters far…
- GRO MONEY NEWS
🏦 THE FED GETS 25 BASIS POINTS. CANADA BROUGHT A TAX BAZOOKA.
The 10 year Treasury hit roughly 5.04%, mortgages moved back above 7%, and Brent finished near $109. The market’s biggest fear is no longer an AI bubble: Bank…
- GRO MONEY NEWS
🚨 The 10 year Treasury touched 5 percent. That is not a bond market story. It is a capital stack story.
Oil is above $100, mortgage rates are pushing back toward and above 7 percent, semiconductors were hit hard Monday, and the Fed begins its two day meeting…
- GRO MONEY NEWS
⚡ THE CLOUD JUST HIT A TRANSMISSION LINE.
Oil is back above $108, the ten year Treasury is near 5%, and U.S. futures opened lower Sunday night. Friday gave Wall Street a relief rally, but the weekend…
- GRO MONEY NEWS
🤖 THE CLOUD JUST GOT VERY HEAVY.
Oracle reported $19.3B of quarterly revenue, but the infrastructure numbers are the real story: $28.5B of capex, 850 MW of new data center capacity, more than…
- GRO MONEY NEWS
💰 THE GPU JUST GOT A $3.1 BILLION MORTGAGE.
AI infrastructure crossed another financing threshold. Zankore signed a senior facility of up to $3.1 billion for Nvidia compute infrastructure, proving that…
- GRO MONEY NEWS
⚡ 900 MW sounds impressive. The better question is how much of it is actually producing cash.
Firmus added OpenAI as an anchor customer at two Malaysian AI Factory sites and now reports more than 900 MW of contracted capacity across its total customer…
- GRO MONEY NEWS
AI JUST BOUGHT THE SUBSTATION.
Broadcom reported $16.7 billion of AI semiconductor revenue in one quarter, up 221% from last year. At almost the same moment, Vertiv agreed to spend as much…
- GRO MONEY NEWS
THE BOND MARKET JUST SENT AI AN ELECTRIC BILL
⚡ AI has a power problem. Dell is sitting on $95B of AI server backlog while Google is locking down hundreds of megawatts of geothermal power years in advance…
- GRO MONEY NEWS
⚡ THE OILFIELD JUST BOUGHT THE DATA CENTER COOLING LOOP.
Monday gave capital allocators a better lesson than another thousand words about whether AI stocks are expensive. SLB agreed to spend roughly $4.1 billion…
- GRO MONEY NEWS
🔥 YOUR CAP RATE JUST MET KEVIN WARSH.
Markets spent months asking when the Fed would make money cheaper. Friday’s answer was basically: perhaps stop underwriting that assumption. 🌏 Asia is selling…
- GRO MONEY NEWS
The End of Digital Feudalism
The AI infrastructure debate is stuck in the wrong century. Bloated hyperscalers are marching around like digital landlords, pouring concrete fortresses in the…
- GRO MONEY NEWS
🔥 THE CHIPS ARE HOT. THE GRID IS NOT.
Nvidia jumped after delivering $96.2B of quarterly revenue and $89B from Data Center. That is the headline. The capital allocation story is considerably…
- GRO MONEY NEWS
Nvidia Printed the Money. Treasury Raised the Rent.
🚨 Nvidia sold $89 BILLION of data center hardware in one quarter. That still does not make your vacant industrial site an AI data center. The market is finally…
- GRO MONEY NEWS
⚡ The AI trade is becoming a power rights trade.
Oil backed off Tuesday. Treasury yields eased. Tech rallied. Nvidia reports tonight. But the most interesting capital allocation story has almost nothing to do…
- GRO MONEY NEWS
⚡ NVIDIA CAN’T PRINT MEGAWATTS.
Nvidia reports Wednesday, but Friday may have already given us the more important AI signal: Nvidia took a minority stake in Cloverleaf Infrastructure, a…
- GRO MONEY NEWS
🚨 THE BOND MARKET JUST CALLED TREASURY’S BLUFF.
Treasury tried to calm long duration yields. The ten year Treasury went right back toward 4.7%. Oil is sitting above $90. The Dow dumped more than 700 points…
- GRO MONEY NEWS
🚨 The bond market just told Wall Street to stop lying to itself about cheap money.
Brent crude is back above $93, the 10 year Treasury is around 4.69 percent, federal debt just crossed $40 trillion, and Walmart is down sharply despite beating…
- GRO MONEY NEWS
🚨 THE AI TRADE JUST RAN INTO THE BOND MARKET. THE BOND MARKET WON.
South Korea’s KOSPI plunged more than 5% Wednesday morning as Samsung and SK Hynix were hammered. Japan’s Nikkei fell roughly 2.6%. Tuesday’s Nasdaq dropped…
- GRO MONEY NEWS
🛢️ Oil just sent your term sheet back for revisions.
Brent closed Monday above $90, the 10 year Treasury moved to 4.72 percent, Wall Street pulled back, and Asia opened Tuesday with Japan down sharply as markets…
- GRO MONEY NEWS
The VIX took a nap. Credit committees did not.
🤖 Nvidia is working with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize more than $500 BILLION for AI compute infrastructure. 🏗️…
- GRO MONEY NEWS
The Bond Market Wants Collateral
🚨 Wall Street celebrated flat producer inflation. The thirty year Treasury responded by charging the United States its highest auction yield since 2001. One…