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Short sellers increase wagers amid concerns that rally had run too far
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Microsoft Corp (MSFT) (Q4 2026) Earnings Call Highlights: Record Revenue Surpasses $331 ... Yahoo FinanceMicrosoft jumps 8% as it boosts capital spending plans, citing demand CNBCMicrosoft Profit Jumps 31% as Azure Cloud Sales Surpass $100 Billion WSJMicrosoft Increases Spending on A.I. as Profit Jumps 31% The New York Times
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Wall Street closes down sharply after Fed holds rates unchanged ReutersDow drops 1,100 points for worst day since April 2025 on fear the Fed is falling behind on inflation: Live updates CNBCU.S. Stocks Slide After Fed Pause, Escalation in Iran War WSJStock market today: Dow plunges by 1,100 points, S&P 500 and Nasdaq sink as yields rise on Fed's hawkish hold Yahoo Finance
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Microsoft outlines Q1 revenue of $89.85B-$90.95B while forecasting ~45% Azure growth (NASDAQ:MSFT) Seeking AlphaMicrosoft jumps 8% as it boosts capital spending plans, citing demand CNBCMicrosoft Profit Jumps 31% as Azure Cloud Sales Surpass $100 Billion wsj.comMicrosoft Increases Spending on A.I. as Profit Jumps 31% The New York Times
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Microsoft Profit Jumps 31% as Azure Cloud Sales Surpass $100 Billion wsj.comMicrosoft jumps 8% as it boosts capital spending plans, citing demand CNBCMicrosoft Increases Spending on A.I. as Profit Jumps 31% nytimes.comMicrosoft's Cloud Accelerates to Fastest Growth Since 2022 Bloomberg.comM
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Individual investors just recorded "their largest net selling of single stocks since the COVID crash," according to Vanda Research.
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Mental "scars" reinforce fears of stagflation, when rising prices coincide with declining growth, research finds.
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The economic banishment of all things Russian. Tariffs on Chinese imports. Pandemic-caused shortages of computer chips, bicycles, garage door parts and other imports. Brexit.
Just about everywhere you turn, you can see that the tectonic plates of the global economy have stopped converging and are starting to pull apart in ways that will determine new winners and losers, says Ethan Harris, head of global economics for Bank of America Securities. "Deglobalization is a gradual process, and in the long run, very important" to investors, he says, because it will have profound impacts on corporate profitability.
SEE MORE 16 Dividend Kings for Decades of Dividend Growth
Globalization refers to the increase of commerce across borders. U.S. companies prospered for decades as new markets opened for their goods and labor costs plummeted thanks to overseas production. Strategists at BofA have estimated that over the past 20 years, globalization has contributed more than half of what has been a robust expansion in profit margins. Globalization has also helped to deliver low-cost goods to American consumers.
But now, says market strategist Ed Yardeni, the pandemic and spreading political and military conflicts have stretched supply chains past the breaking point, prompting companies to bring many operations closer to home. "Deglobalization was almost inevitable," Yardeni says. U.S. companies are starting to "reshore" production back to the U.S., "near-shore" it to neighbors such as Mexico, or "friend-shore" it to allies such as Vietnam.
Investment firm Piper Sandler counted more than 900 announcements of companies either building or expanding manufacturing facilities in the U.S. in the 12 months ending in May of 2022. In 2012, there were only about 100 such announcements. Over the long term, companies
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