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

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

In 35 seconds

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Keep reading

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

Marco Rubio places Venezuela elections "ideally" in 2027 and flags debt as an obstacle