CoreWeave Insiders Cash Out $3.3B as AI Trade Hits Rough Patch

Three CoreWeave co-founders have dumped $3.3 billion worth of company stock since the AI infrastructure firm went public, and the timing couldn't be more telling. Credit risk concerns and growing skepticism around AI capital expenditures are rattling investors, sending CoreWeave shares through a volatile stretch that's making even bulls nervous.

But Dan Ives, Partner at Yorkville & Ives, isn't flinching. His take: we're barely past the opening act. Ives argues the AI trade is sitting in the "third inning," meaning the biggest gains — and the biggest buildout — are still ahead. Insider selling at this scale doesn't change that thesis for him, even if it puts short-term pressure on the stock.

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For retail traders, the signal here is nuanced. Founder selling isn't automatically bearish — early backers locking in life-changing money is normal post-IPO behavior. What matters more is whether the underlying AI infrastructure demand story stays intact. Ives clearly thinks it does, pointing to names like CoreWeave and Apple as key players in the next leg of the AI wave.

Apple is an interesting callout. The company has been slower to monetize AI than pure-play infrastructure names, but Ives apparently sees a runway there worth watching. If the third-inning analogy holds, the middle innings are where momentum names tend to make their biggest moves — and where patient traders get rewarded for holding through the noise.

Volatility in AI stocks right now is real, but Ives is framing it as an entry opportunity rather than an exit signal. Whether you agree depends on your conviction in the multi-year AI buildout thesis. Continue reading at Yahoo.