New York, Jan 21, 2026, 17:45 EST — After-hours
CoreWeave shares slipped 1.2% to $94.05 in after-hours trading Wednesday, after moving between $87.27 and $96.20 earlier in the session, according to market data.
The AI infrastructure company’s shares have reacted sharply to any hints about the pace of its data-center expansion and the cash burn involved. This is crucial since the business relies on heavy upfront investments in chips and energy-intensive facilities, while revenue streams come later through long-term contracts.
Investors are keeping a close eye on supply in the short term. Filings indicating possible insider or affiliate selling tend to stir up volatility, particularly when shares swing widely during the day.
After the market closed, a Form 144 filing revealed that a shareholder intends to offload 281,250 shares of CoreWeave, worth roughly $26.78 million. The sale is set to go through Morgan Stanley Smith Barney around Jan. 21. This notice relates to SEC Rule 144, which regulates the selling of restricted or control stock. (Stock Titan)
On Tuesday, a separate Form 144 revealed plans to sell 8,335 shares valued at roughly $843,752 by an officer-level reporting owner, according to the filing. The document also detailed earlier trades executed under Rule 10b5-1 plans, which let insiders sell stock automatically on a set timetable. (SEC)
Chief executive Michael Intrator, speaking on Bloomberg Television from the World Economic Forum in Davos, said the company would “vigorously fight” a recent lawsuit and called it “baseless.” He also pushed back on the view that GPUs quickly lose value, calling that idea “bunk.” (Dailymotion)
CoreWeave, supported by Nvidia, slashed its 2025 revenue forecast last November, blaming setbacks at a third-party data center partner, Reuters reported. This came despite quarterly revenue more than doubling. The company has inked multibillion-dollar AI computing contracts with big names like Meta and OpenAI, the report added. (Reuters)
The situation remains complicated. The market is wrestling with valuing a company that needs to keep expanding while simultaneously assuring customers and lenders that deadlines will be met and cash flow will materialize.
A clear downside risk remains: delays in capacity delivery, rising financing costs, or customer resistance to delivery timelines. Each could postpone revenue recognition, and the stock usually prices in that risk swiftly.
As Thursday’s session approaches and the start of next week looms, traders will watch filings closely while waiting for any news on buildout timing and funding. Beyond that, it’s all about macro factors — interest rates, risk appetite, and just how much patience investors still have for capital-heavy AI infrastructure stocks.
A securities class action lawsuit has been filed against CoreWeave and several executives, targeting investors who purchased shares between March 28, 2025, and Dec. 15, 2025, according to plaintiffs’ firm Hagens Berman. The firm set the lead plaintiff deadline for March 13, 2026, highlighting delays tied to a third-party developer working on a Denton, Texas data-center cluster intended for OpenAI. (Globenewswire)
