Cloud giants Microsoft and Amazon receive downgrades over AI spending: Redburn

Cloud giants Microsoft and Amazon receive downgrades over AI spending: Redburn

By Brandon Evans
Publication Date: 2025-11-18 15:46:00

Rothschild and Co.’s Redburn downgraded both Amazon and Microsoft to Neutral from Buy, as the financial firm does not believe the current titanic investments in artificial intelligence-related infrastructure will produce returns justifying the expense.