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 1.3%. Meanwhile, the U.S. 10 year Treasury is hovering around 4.7% and oil is above $90 a barrel. Apparently even artificial intelligence has to pay its cost of capital. But here is the part serious investors should watch: public markets are selling AI stocks while sovereign capital is buying AI infrastructure. GIC and Macquarie have partnered with Anthropic to build Theseus Infrastructure , a platform that will own purpose built U.S. data centers leased long term to Anthropic. GIC and Macquarie will provide most of the project equity, while Anthropic becomes the anchor tenant and absorbs electricity price increases tied to the facilities. Goldman Sachs is buying LCN Capital Partners for as much as $410 million , pushing further into sale leaseback real estate where hard assets are paired with contractual corporate credit. CPPIB is increasingly using Blackstone, KKR and EQT commitments to get access to enormous infrastructure co investments. The capital is there. The scarcity is increasingly in projects that are actually bankable. Housing is not exactly throwing a party either. July housing starts dropped 12.4% , pending home sales fell 2.3% , and 30 year mortgage pricing remains around the high 6% range. Treasury is also moving the GENIUS Act into the rulemaking phase, which means stablecoins are rapidly becoming less of a crypto sideshow and more of a regulated financial infrastructure business. 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 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.
