Microsoft (NASDAQ:MSFT) rose 1.34% to $513.89 at 10:45 a.m. ET on November 3 after Anthropic's amended filing identified at least $44.9 billion in commitments to Microsoft through June 2033, subject to contractual delivery and breach provisions. The article notes this covers an existing arrangement amended during 2026 and does not immediately become quarterly sales. Microsoft's quarterly release reported $63.9 billion in Microsoft Cloud revenue and 48% Azure growth, with cloud accounting for roughly 69% of total quarterly revenue of $92.3 billion, figures that cannot be credited solely to Anthropic. GuruFocus shows a GF Score of 100/100 and a P/E of 26.84, plus one severe warning sign it does not identify.
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MSFTAnthropiccloud computingartificial intelligence
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MSFT
▲ Likely positiveMicrosoft
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $3.9T |
| Close on 11/02/2026 | 507.12 |
| Change that session | -2.83% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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