Microsoft Stocks Move Lower Despite $1 Billion Anthropic Placement Commitment Khac Phu Nguyen Tue, November 10, 2026 at 12:39 PM EST 1 min read MSFT -2.68% Trade MSFT on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
Microsoft (NASDAQ:MSFT) shares moved lower 0.57% to $542.07 as of 9:53 a.m. ET in regular trading on November 10, even as Anthropic's amended IPO filing confirmed Microsoft as a roughly $1.0 billion buyer of nonvoting Class N shares. Broader tech also weakened after a hotter-than-expected October CPI report.
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The commitment builds on a November 2025 alliance. Under that deal, Anthropic committed to buy $30 billion of Azure compute, Microsoft agreed to invest up to $5 billion and Nvidia up to $10 billion. The deal also covered up to one gigawatt of extra capacity on Grace Blackwell and Vera Rubin systems. The new placement shares are priced at the IPO price, set at $70 to $78.
The Azure commitment is 30 times the size of the placement check. Microsoft's upside from Anthropic is mostly consumption revenue, not equity gains. GuruFocus rates Microsoft 99/100, with Profitability 10/10, Momentum 10/10, GF Value Rank 9/10 and Financial Strength 8/10. The shares trade 9.82% below the $601.12 GF Value, still within GuruFocus's "Fairly Valued" band at a P/E of 28.38. The next test is whether Azure growth in the next quarterly report shows Anthropic's workloads ramping.
