Today’s launch of Gemini3 definitely delays the moment when the AI bubble bursts. The...

Today’s launch of Gemini3 definitely delays the moment when the AI bubble bursts.

The following is the judgment of analysts at Rothschild & Co.: "Amazon ( AMZN ) shares fell $219.42 (-1.41%) and Microsoft shares fell about 2% in premarket trading after analysts downgraded its rating and a broader sell-off in artificial intelligence.

Investors are still questioning when these hyperscale companies' huge investments in artificial intelligence infrastructure will pay off.

Alexander Haissl, an analyst at Rothschild & Co.

Redburn, on Tuesday downgraded both companies to "neutral" from "buy," disagreeing with many of his peers.

(More than 90% of analysts rate both companies equivalent to "buy," according to Bloomberg.) The industry's suggestion that generative AI is similar to early cloud computing is "increasingly inappropriate," and the underlying economics of generative AI are "far weaker than people thought." "

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