Microsoft Rises as $678 Billion Backlog Defies Yield Pressure
By Khac Phu Nguyen Publication Date: 2026-08-21 20:09:00 This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the enterprise-software, cloud and…
Tag: pressure
![[News] Marvell, AMD Reportedly Shake Up Google TPU Race, Putting Broadcom, MediaTek Under Pressure](https://i1.wp.com/img.trendforce.com/blog/wp-content/uploads/2026/08/20094632/Google-TPU-v8-624x257.jpg?ssl=1 "[News] Marvell, AMD Reportedly Shake Up Google TPU Race, Putting Broadcom, MediaTek Under Pressure")
[News] Marvell, AMD Reportedly Shake Up Google TPU Race, Putting Broadcom, MediaTek Under Pressure
By TrendForce Publication Date: 2026-08-20 09:49:00 The battle for custom AI chips is heating up, with two heavyweight chipmakers—Marvell and…
Amazon (AMZN) Sees Bigger AWS Growth, but Rising Competition Could Pressure Returns
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can…
Amazon’s $500 Bull Case Puts AWS Under Massive Pressure
This article first appeared on GuruFocus. Amazon (NASDAQ:AMZN), the cloud-computing and retail giant, barely moved Tuesday morning, trading around $260.98…
The AI price war is here, increasing pressure on OpenAI and Anthropic
By Bradley Olson,Tina Li Publication Date: 2026-06-12 01:00:00
Microsoft Stock Is Having a Rough Week. It’s the Latest AI Play Under Pressure.
By Mackenzie Tatananni Publication Date: 2026-06-12 16:25:00 Tech stocks are selling off amid renewed artificial-intelligence spending concerns, Microsoft included.
VMware Renewals Put Broadcom Migration Pressure Back in Focus
It is that time again for VMware customers. With another major renewal cycle approaching and a new wave of contracts…
Will the blockbuster launches from SpaceX, OpenAI and Anthropic put more pressure on the AI giants?
By Marta Khomyn Publication Date: 2026-06-09 20:08:00 A huge change is coming to the world’s booming artificial intelligence (AI) sector.…
Cisco Warns Agentic AI Will Put New Pressure on Enterprise Networks
By Drew Robb Publication Date: 2026-06-05 20:07:00 AI’s infrastructure problem keeps moving. First, companies needed faster chips. Then they needed…
Broadcom miss sparks fears around AI margin pressure, investor says
By Reuters Publication Date: 2026-06-04 20:58:00 Anna Rathbun, founder and president of Grenadilla Advisory, says Broadcom’s outlook could represent a…