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Wall Street Breakfast

Nvidia-backed CoreWeave aims to raise $2.7B in IPO

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
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Broadcast on:
20 Mar 2025

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.