Stifel downgrades Microsoft, says AI spending and Azure concerns could limit near-term upside https://www.cnbc.com/2026/02/05/stifel-downgrades-microsoft-says-ai-spending-and-azure-concerns-could-limit-near-term-upside.html?taid=698497bb9c5d9c0001fd708f&utm_campaign=trueanthem&utm_content=main&utm_medium=social&utm_source=twitter