Microsoft and Amazon Stocks Drop. This Analyst Downgrades Them ‘With a Heavy Heart.’

Core Viewpoint - After a prolonged period of enthusiasm for artificial intelligence stocks, a more cautious approach is recommended for hyperscalers like Microsoft and Amazon.com, as indicated by Rothschild & Co. Redburn analyst Alexander Haissl, who has downgraded these stocks from Buy to Neutral in a recent note [1] Company Summary - Microsoft and Amazon.com are identified as hyperscalers that are now viewed with caution due to changing market sentiments [1] - The downgrade reflects a shift in perspective on the growth potential of these companies in the artificial intelligence sector [1]