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gross margin pressure

2 articles
The Motley FoolThe Motley Fool··Daniel Sparks

Microsoft's AI Gamble: $625B Backlog Masks Margin Pressures and Execution Risks

Microsoft's commercial backlog surged 110% to $625B, but half depends on OpenAI. Heavy AI capex spending threatens margins amid intensifying cloud competition.
MSFTAMZNGOOGGOOGLcapital expenditurescloud computing
Investing.comInvesting.com··Leo Miller

Pure Storage Hits $1B Revenue Milestone, But Chip Costs Darken Outlook

Pure Storage hits $1B quarterly revenue but stock drops 10% as surging memory chip costs threaten gross margins and limit pricing visibility.
DELLMETAIBMPSTGearnings beatmemory chip shortage