CoreWeave Co-Founders Sell $3.3B in Stock Since IPO

Insider selling of this scale at a company whose shares are already swinging on credit risk and AI-spending nerves is a signal about where the founders see the balance of risk, not a verdict on the business. It matters because CoreWeave sits at the center of the AI infrastructure trade, where debt-funded capacity and investor patience are tightly linked. The open question is whether the selling reflects personal diversification or a broader reassessment of AI capex durability — and whether credit markets read it the same way.