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Analyst Downgrades Microsoft & Amazon, Warns of Gen-AI Overhype

Analyst Downgrades Microsoft & Amazon, Warns of Gen-AI Overhype

Update: 2025-11-18
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Financial analyst Alexander Haissl downgrades Microsoft and Amazon from buy to neutral, citing overstated beliefs in generative AIs financial benefits. Despite the majority of analysts maintaining buy ratings, Haissl warns of higher capital needs and potential overbuild in AI, echoing his previous cautionary stance on Fiserv Incorporated.

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Analyst Downgrades Microsoft & Amazon, Warns of Gen-AI Overhype

Analyst Downgrades Microsoft & Amazon, Warns of Gen-AI Overhype