Diana Olick: Willy Walker, CEO of Walker and Dunlop. First of all, I'm thrilled to be sitting down with you, because I've known you for years, but I always have to do these kind of back and forth straight interviews, and never get to just chat with you. So happy to have you here.Also very nervous because you have your own very excellent webcast, which I watch all the time. Huge fan. When did you start doing that.Willy Walker: In the pandemic, Diana. It was 2020, we didn't even it wasn't like something that ...

Tesla surged on CEO Elon Musk 's $1 billion share purchase, Alphabet joined the $3 trillion club, and the communication services sector rose 2.3% - despite Nvidia's lackluster performance on news of China's probe. The sector is now up 27% this year, more than double the S&P 500 index's 12% gain.Whether it be price, valuation, or concentration, investors know there are reasonable grounds to at least be cautious on the U.S. tech/AI boom. But it shows no sign of slowing, far less reversing, and on Monday it br ...