Why analysts are flagging these two big AI winners as ‘Sell': here's what to know

Core Insights - Major tech companies, previously seen as leaders in AI, are now facing a credibility crisis despite strong earnings and growth [1] Group 1: Company Performance - Analysts from major brokerages are raising concerns about the sustainability of growth for these tech giants, indicating that the market may be overestimating their future potential [1] - The companies reported stellar earnings, but the recent scrutiny suggests that their valuations may not be justified [1] Group 2: Market Sentiment - There is a growing skepticism among analysts regarding the long-term viability of the AI-driven growth narrative that has propelled these companies to new heights [1] - The shift in sentiment could lead to increased volatility in stock prices as investors reassess their positions [1]