Microsoft Stocks Edge Higher as Anthropic Ties Deepen Despite Spreadsheet Rivalry Khac Phu Nguyen Thu, November 12, 2026 at 1:01 PM EST 1 min read MSFT +0.58% ANTH.PVT NVDA -5.06% AVGO +5.78% MU -2.23% Explore stocks 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 Corp (NASDAQ:MSFT) shares rose 0.36% to $523.01 at 9:35 a.m. ET in early regular-session trading on November 12, steadying after Wednesday's drop as Anthropic's IPO filing confirmed Microsoft as a buyer in its private placement. The gain came while NVIDIA's CEO exit weighed on the wider tech tape.
Warning! GuruFocus has detected 4 Warning Sign with MSFT.
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The amended S-1 lists Microsoft for 13,513,513 Class N shares, about $1 billion at the $74 midpoint, inside a $26 billion placement alongside Google, NVIDIA, AMD, Broadcom, Micron and TSMC. The relationship is complicated. On Wednesday, Microsoft shares slumped 2.2% after Anthropic unveiled a spreadsheet tool that could compete with Excel, Yahoo Finance reported.
The $1 billion check is about 0.03% of Microsoft's $3.88 trillion market value, so it is a strategic signal, not a financial bet. GuruFocus gives Microsoft a perfect GF Score of 100/100, with 10/10 marks for profitability, momentum and GF Value Rank and 8/10 for financial strength. At $523.01, the shares trade 13.1% below the GF Value of $601.66, a "Modestly Undervalued" reading; closing the gap would mean a 15.0% increase. A model discount does not remove product risk. The next test is whether Microsoft 365 and Copilot seat growth holds as Anthropic moves directly into spreadsheets.
