// AI news · 2026-11-06 · CNBC
Cramer: AI stock sell-off not over, not dot-com crash
Jim Cramer says AI stock sell-off continues but differs from dot-com crash due to profitable underlying businesses.
Published 2026-11-06 07:17 (Beijing time)Source CNBCAuto-summarised, fact-checked against source
01Summary
Policy uncertainty around data centers has driven sharp declines in companies like Micron and Sandisk. He notes that smaller cloud firms face debt risks from regulatory delays, though no defaults have occurred. A swift correction helps market normalization rather than prolonged stagnation.
Summarised from the original article by an open-source model, then checked automatically: every number and English name must appear in the source. The original article is authoritative.
02Key points
- AI stock sell-off continues but differs from dot-com crash due to profitable businesses.
- Data center policy uncertainty drove steep drops in Micron, GE Vernova, and Sandisk.
- Smaller cloud firms face debt risks from regulatory delays and financing dependencies.
- Swift correction helps normalize market overvaluation rather than slow recovery.
03Source
Jim Cramer says the AI sell-off isn't over, but it isn't another dot-com crash
CNBC · published 2026-11-06 07:17 Beijing time
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