About this episode
The CoreWeave $26B valuation is scaled back from initial expectations. (0:15) Existing home sales surprise . (2:47) Accenture warns about DOGE contract impact . (3:45) Show Notes Nearly all the AI valuation premium is gone Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .