Cramer: the AI sell-off may have further to run, but it isn't another dot-com crash

FinanceInternationalCNBCNov 5, 2026, 6:17 PMAI summary

CNBC's Jim Cramer warned that the steep sell-off in artificial intelligence stocks likely has further to go, though he urged investors not to panic. Growing opposition to new data centers after the midterm elections is raising doubts about future AI infrastructure spending. On Thursday Micron fell 17%, GE Vernova 7% and Sandisk 22%. Cramer argued that today's AI companies are different from the speculative businesses of the dot-com bubble and that the decline is orderly.

In 35 seconds

Cramer expects further declines in AI stocks but rules out a repeat of the dot-com bubble.
Opposition to new data centers after the midterm elections fuels doubts about AI infrastructure spending.
Micron fell 17%, GE Vernova 7% and Sandisk 22% on Thursday, after steep losses on Wednesday.

Read the full story at CNBC

IASummary generated by artificial intelligence from a story by CNBC. It may contain errors: the original source prevails.

IA
mercados
semiconductores
centros de datos
Wall Street

Comments

Be respectful. Comments reported by several people are hidden until a moderator reviews them.

You do not need an account to read, only to comment. Sign in with a code sent to your email or with your Google account. We only show the name you choose, never your email.

Keep reading

Dow Jones futures fall as Nvidia, Sandisk, CoreWeave and SpaceX bounce; Tesla to end Cybertruck production
Dow Jones futures are trading lower, while AI-related stocks Nvidia, Sandisk, CoreWeave and SpaceX rebound after a sharp Nasdaq sell-off. The market is also awaiting the release of the October jobs report.
FinanceInternationalInvestor's Business Daily8:01 AMAI
2026 midterms: markets had already priced in a Democratic Congress and now look to Texas and oil
With votes still being counted, Democrats control the Senate with at least 54 seats to 44 Republicans and the House with at least 240 to 147, according to the text. Polymarket already gave that majority nearly three-in-four odds. On November 4 the S&P 500 rose and the VIX fell from around 21 to below 17, while chips and NVIDIA declined, Vistra sank almost 14% and Brent lost about a tenth of its price. In Texas, Gina Hinojosa promised a moratorium on data centers.
FinanceInternationalRevista Semana6:00 AMAI
Gran Colombia's first foreign loan, contracted in London in 1822, shaped decades of public debt
A piece by El Pilón reviews the origins of Colombia's foreign borrowing: after independence from Spain, achieved militarily in 1819 and consolidated with the victory at Carabobo in 1821 and the southern campaign, the new state faced needs such as funding the army, running public administration, rebuilding the war-hit economy and organizing the Republic's institutions. With insufficient national revenues, the first foreign loan was contracted in London in 1822 during Francisco de Paula Santander's government, the origin of a debt that would weigh on public finances for decades.
FinanceColombiaEl Pilón4:20 AMAI
Monetary poverty in Colombia fell in 2025 to around 28%, according to DANE figures
DANE figures show that monetary poverty in Colombia declined during 2025 and stood at around 28% nationally. The figure contrasts with the situation in departments such as Chocó and La Guajira, where poverty continues to affect a large share of their inhabitants. The outlet also notes that the drop in the statistics does not mean Colombians have stopped struggling at the market, with food prices and inequality remaining everyday concerns.
FinanceColombiaEl Pilón4:10 AMAI

Cramer: the AI sell-off may have further to run, but it isn't another dot-com crash

In 35 seconds

Comments

Keep reading

Dow Jones futures fall as Nvidia, Sandisk, CoreWeave and SpaceX bounce; Tesla to end Cybertruck production

2026 midterms: markets had already priced in a Democratic Congress and now look to Texas and oil

Gran Colombia's first foreign loan, contracted in London in 1822, shaped decades of public debt

Monetary poverty in Colombia fell in 2025 to around 28%, according to DANE figures