CoreWeave’s three co-founders cash out $3.3B since IPO

Founder selling of this scale shifts the shareholder base from insiders to public and institutional holders, which changes the stock's behavior around AI-spending headlines. The concentration of exits in a single year, against a backdrop of rising credit risk, makes the demand side of the equity story the more telling signal. Whether the pace of insider sales continues, and how credit conditions evolve alongside AI capex sentiment, is the open question.