CoreWeave, Inc. (CRWV) saw its shares plummet 5.05% during intraday trading on Monday, reflecting broader market concerns about the sustainability of AI-related investments.

The drop aligns with increasing skepticism around the AI sector, as highlighted by recent selloffs in companies tied to OpenAI and rising capital expenditure concerns. CoreWeave, a computing services provider for AI infrastructure, is particularly vulnerable to shifts in investor sentiment toward the sector. Analysts note that trillions of dollars concentrated in AI themes could trigger rapid withdrawals if short-term issues arise.

"A huge amount of capital is concentrated on a few themes and names. The slightest hint of overstretched valuations will trigger simultaneous withdrawals," said Eric Clark, portfolio manager at the Rational Dynamic Brands Fund. This sentiment has weighed heavily on AI-linked stocks like CoreWeave.