Published: Nov. 18, 2025 at 11:15\u202fa.m. ET<\/p>\n
Investors have been willing to overlook Amazon.com Inc.\u2019s and Microsoft Corp.\u2019s hefty spending on artificial-intelligence infrastructure in hopes of a massive future payoff. But it\u2019s not so clear how much value these AI initiatives will add, and Wall Street could soon lose patience.<\/p>\n
In a Tuesday report, Rothschild & Co Redburn analyst Alex Haissl downgraded shares of Amazon AMZN<\/a> and Microsoft MSFT<\/a> to neutral from buy, arguing that the return on investment for AI will be nothing like the initial \u201cCloud 1.0\u201d shift, when companies began migrating their legacy IT operations to the cloud.<\/p>\n","protected":false},"excerpt":{"rendered":"Published: Nov. 18, 2025 at 11:15\u202fa.m. ET Investors have been willing to overlook Amazon.com Inc.\u2019s and Microsoft Corp.\u2019s…\n","protected":false},"author":2,"featured_media":187489,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[261],"tags":[7823,41562,291,489,66873,95433,95431,95941,289,83888,67210,290,85833,41573,1096,5149,82629,314,15490,41570,13782,41564,41565,4595,18,86186,41571,3334,83910,19,41586,17,610,13248,5762,56380,86188,41561,9436,44285,17917,3439,86185,9588,83891,41585,864,26243,82,61064],"class_list":{"0":"post-187488","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-acquisitions","9":"tag-acquisitions-mergers-shareholdings","10":"tag-ai","11":"tag-amazon-com-inc","12":"tag-amzn","13":"tag-analysts-comments","14":"tag-analysts-comments-recommendations","15":"tag-applications-software","16":"tag-artificial-intelligence","17":"tag-artificial-intelligence-technologies","18":"tag-artificial-intelligence-machine-learning","19":"tag-artificialintelligence","20":"tag-ce-exclusion-filter","21":"tag-ce-industry-news-filter","22":"tag-computer-science","23":"tag-computers","24":"tag-computers-consumer-electronics","25":"tag-computing","26":"tag-consumer-electronics","27":"tag-content-types","28":"tag-corporate","29":"tag-corporate-actions","30":"tag-corporate-industrial-news","31":"tag-e-commerce","32":"tag-eire","33":"tag-etailing","34":"tag-factiva-filters","35":"tag-general-news","36":"tag-humanities","37":"tag-ie","38":"tag-industrial-news","39":"tag-ireland","40":"tag-machine-learning","41":"tag-mergers","42":"tag-microsoft-corp","43":"tag-msft","44":"tag-online-service-providers","45":"tag-ownership-changes","46":"tag-political","47":"tag-political-general-news","48":"tag-recommendations","49":"tag-retail","50":"tag-retail-wholesale","51":"tag-sciences","52":"tag-sciences-humanities","53":"tag-shareholdings","54":"tag-software","55":"tag-synd","56":"tag-technology","57":"tag-wholesale"},"share_on_mastodon":{"url":"","error":"Validation failed: Text character limit of 500 exceeded"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/187488","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=187488"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/187488\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/187489"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=187488"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=187488"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=187488"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}