Mad Money with Jim Cramer – Nov 5, 2026 (Thur): Key Points & Links｜要点・関連リンク

This page lists the main topics and stocks discussed on Mad Money with Jim Cramer aired on November 5, 2026, with links to CNBC articles, videos, and English transcripts.

2026年11月5日放送の 「Mad Money with Jim Cramer」 で取り上げられた主な話題・銘柄を、CNBCの記事・動画・英文トランスクリプトへのリンクとともに一覧化しています。

(1) Jim Cramer says the AI sell-off isn’t over, but it isn’t another dot-com crash (https://www.cnbc.com/2026/11/05/jim-cramer-ai-stocks-sell-off.html)

• CNBC’s Jim Cramer warned that the sell-off in AI stocks likely has further to run, but said the downturn is different from the dot-com crash because many of today’s hardest-hit companies have profitable businesses.
• Cramer urged investors to maintain sufficient cash and not to panic.

“Bottom Line: Yesterday’s gain and today’s loss are two sides of the same coin … but if you have cash, you won’t panic – things always get better.”

(2) Jim Cramer explains why no AI stock seems safe from the market carnage (https://www.cnbc.com/2026/11/05/jim-cramer-ai-stocks-data-center-uncertainty.html)

• CNBC’s Jim Cramer said AI stocks are becoming increasingly difficult to value as uncertainty over the future of the data center build-out raises questions about their long-term growth prospects.
• Cramer highlighted Nvidia, Micron and AMD as examples of companies delivering strong results but facing risks that could undermine their valuations if AI infrastructure spending slows.

Ticker: NVDA, AMD

“Bottom Line: If you keep your head and have some cash … I think you’re going to get some good deals as result of this turmoil.”

(3) [No Video Clip for non-Club members] Executive Interview: Affirm CEO Max Levchin goes one-on-one with Jim Cramer (https://www.cnbc.com/investingclub/video/2026/11/05/affirm-ceo-max-levchin-goes-one-on-one-with-jim-cramer.html)

Affirm Co-founder and CEO Max Levchin joins ‘Mad Money’ host Jim Cramer to talk quarterly results, the strength of the consumer, and more.

Ticker: AFRM

(4) [No Video Clip for non-Club members] Executive Interview: 40% of our tickets are now handled by AI, says Airbnb CEO Brian Chesky (https://www.cnbc.com/investingclub/video/2026/11/05/40percent-of-our-tickets-are-now-handled-by-ai-says-airbnb-ceo-brian-chesky.html)

Airbnb Co-Founder and CEO Brian Chesky joins ‘Mad Money’ host Jim Cramer to talk quarterly results, AI integration, the state of travel demand, and more.

Ticker: ABNB

(5) Cramer’s lightning round: ‘Xylem is not as good as Dupont’ (https://www.cnbc.com/2026/11/05/cramers-lightning-round-xylem-is-not-as-good-as-dupont.html)

• Lam Research: “Here’s a stock that is down $36, so you think it’s a buy, right? Sells at 19 times earnings. It’s all the way down to $185, but it was at $135 last year at this time, and that means to me that there’s still some more downside. I hate to be that simplistic, but as much as I like that stock if I had to buy 100 shares, I would only buy 25 of it tomorrow, and then I’d wait.”
• Xylem: “I think Xylem is not as good as Dupont.”
• First Solar: “NextPower is the way to play it.”
• Vertiv: “The problem is that the stock’s still up for the year. I don’t want to buy a stock that’s up for the year that’s in the data center. I want it to come down a lot, even though I know it’s doing great, because things have gotten very uncertain.”

Ticker: LRCX, XYL, FSLR, VRT

(6) [No Video Clip for non-Club members] Executive Interview: Qnity CEO Jon Kemp: Every chip is made using Qnity materials (https://www.cnbc.com/investingclub/video/2026/11/05/qnity-ceo-jon-kemp-every-chip-is-made-using-qnity-materials.html)

Jon Kemp, Qnity CEO, joins ‘Mad Money’ host Jim Cramer to talk demand for its products, quarterly results, and more.

Ticker: Q

Other Stocks Discussed (calls with audience)/ この日の放送で取り上げられたその他の銘柄（視聴者からの電話):

Ref: Links related to this episode /参考: この日の放送に関するその他のサイトへのリンク:

• Podcast at Spotify (Sound /音声）
• Internet Archive（Video & Texts per minute /1分毎のビデオ＆テキスト）

Disclaimer/ 免責事項

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