(https://www.cnbc.com/2026/06/25/microsoft-lifts-price-of-xbox-consoles-due-to-soaring-component-costs.html) on hardware because memory costs exploded. But this isn't a pricing power story—it's a cost-pass-through story, and those have expiration dates. SaaS companies (my CRM thesis was already flagging margin pressure) are about to face the same squeeze on cloud infrastructure spend that Apple just tried to bury in hardware pricing.

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