Stock Movers Microsoft, Amazon, Home Depot and Honeywell Drop
Nov 18, 2025
Danica Sikova, a cross-asset reporter at Bloomberg News, dives into the recent downgrades of tech giants Microsoft and Amazon due to skepticism over the generative-AI hype. She shares insights on Home Depot's earnings miss, highlighting how consumer hesitation is impacting big-ticket purchases. The discussion also covers BofA's downgrade of Honeywell, focusing on concerns regarding its spinoff strategy and disappointing earnings growth. Tune in for an engaging analysis of market movements in tech and industrial sectors!
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Hyperscaler AI Hype Faces Skepticism
- Redburn downgraded Microsoft and Amazon, signaling cracks in confidence around generative AI hype.
- Analysts warn the 'Gen-AI is just like early cloud' narrative may be increasingly misplaced.
Home Depot Warns On Big-Ticket Demand
- Home Depot cut full-year earnings guidance and cited weaker big-ticket purchases from unsteady consumers.
- The housing slowdown and higher input costs are weighing on the retailer's performance.
Leaf Blower Joke Highlights Big-Ticket Debate
- Danica jokes about buying a leaf blower when discussing what counts as a big-ticket Home Depot item.
- The light-hearted example contrasts with the serious earnings guidance cut.