SA analyst upgrades/downgrades: AMZN, GOOG, TWLO, CNC

Analysts have recently adjusted ratings across tech and healthcare, with Amazon (AMZN.OQ) receiving an upgrade driven by AWS expansion, strong technical/fundamental signals, and AI-related catalysts, which supported a modest intraday gain. Alphabet (GOOG.OQ) was also upgraded on robust cloud results and AI integration, though its stock showed a small pullback. Conversely, Twilio and Centene drew downgrades—Twilio for an overextended post-earnings move and Centene over margin sustainability and cautious guidance—highlighting selective analyst caution. Overall, the action reflects bullish institutional sentiment toward large-cap tech beneficiaries of cloud/AI, while investors remain wary of stretched valuations and healthcare margin risks.