New York, Feb 14, 2026, 14:04 EST — Market closed
- CEO Michael Intrator reported selling shares as part of a pre-set trading plan
- CRWV ended the session 0.3% higher at $96.04. U.S. markets will be closed Monday for Presidents Day.
- Nvidia is on the calendar for Feb. 25, with CoreWeave following up with its earnings call a day later, Feb. 26.
CoreWeave Inc (CRWV.O) CEO Michael Intrator unloaded roughly $7.7 million in stock through a Rule 10b5-1 plan, according to a filing Friday. Shares ended the day at $96.04, up 0.3%, after trading in a range from $91.11 to $100.67.
This disclosure hits just as U.S. equity markets close Monday for Washington’s Birthday, slicing a day off the trading week. Investors now have less time to absorb fresh filings and earnings headlines ahead of the next session.
Two big dates on the AI infrastructure calendar: Nvidia’s earnings call lands Feb. 25, with CoreWeave set to report Q4 and full-year numbers a day later, at 5 p.m. ET on Feb. 26. Fresh figures from both could shake up views on appetite for high-end AI hardware—and provide a read on data-center rollout velocity.
According to Intrator’s Form 4, he sold shares on February 11, with prices between roughly $89.29 and $97.10 each. The filing notes these trades stemmed from a plan set up on May 23, 2025. Following the moves, his direct Class A stake stood at approximately 5.76 million shares.
Jane Street Group disclosed in a Schedule 13G/A filed Thursday that it held 19,738,788 shares of CoreWeave, amounting to a 5.1% stake as of Dec. 31. The 13G filing signals the firm sees itself as a passive investor, rather than looking to gain control.
CoreWeave handed out an equity grant to a top exec this week. Chief Revenue Officer Jonathan Jones logged 64,301 restricted stock units — stock-based compensation that vests gradually — in a Form 4 submitted Thursday.
CoreWeave, ever since its March 2025 debut, has acted as a levered play on AI infrastructure demand, riding Nvidia’s coattails for scale. Back in January, Nvidia disclosed a $2 billion equity stake in CoreWeave at $87.20 a share as the pair deepened collaboration on “AI factories” and fresh data center buildouts; Nvidia CEO Jensen Huang billed it as “the largest infrastructure buildout in human history.” CoreWeave’s Intrator, for his part, said the tie-up “underscores the strength of demand we are seeing across our customer base.” NVIDIA Newsroom
The setup heading into next week doesn’t look clean. Nvidia dropped 2.2% in the last session, while Applied Digital, which operates data centers linked to AI expansion, slipped 2.5%. The broader “AI trade” is still quick to react to changes in risk appetite.
For CoreWeave bulls, insider selling and a swirl of legal issues pose real risks to the thesis—especially with a stock swinging so wildly during the day. Court-tracking firms list a securities suit, Masaitis v. CoreWeave, Inc., et al., filed in New Jersey federal court on Jan. 12. Law firm alerts out this week put a March 13 deadline on investors aiming for lead-plaintiff.
Markets are shut Monday, leaving CoreWeave’s real price test for Tuesday, Feb. 17, when trading picks back up. Not long after, focus shifts: Nvidia’s up Feb. 25, and then CoreWeave reports on Feb. 26. For investors hoping for updates on AI demand and what it takes to build out infrastructure, those are the two dates that matter.
