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Redburn Analyst on His Call to Cut Microsoft, Amazon
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November 18, 2025
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5:42Now PlayingThe bull case for generative AI may be losing steam. Analyst Alexander Haissl at Redburn is cutting his ratings on Microsoft and Amazon to neutral, saying the Gen-AI boom is NOT the next cloud. He says weak economics, costly infrastructure and fast-depreciating hardware raise the risk of an industry overbuild. Alexander joined Bloomberg Open Interest to talk about his call.
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