- Close & streak: Microsoft (NASDAQ: MSFT) closed $496.82 (-0.06%) on Friday, November 7, 2025, extending its losing streak to eight sessions, the company’s longest since 2011. After‑hours indications ticked slightly higher. [1]
- Scale of pullback: The eight‑day slide totals about ‑8.6%, wiping out ~$350B in market value amid a broader tech cooldown. [2]
- Macro tone: Wall Street ended mixed Friday (Dow +0.16%, S&P 500 +0.13%, Nasdaq −0.21%) as consumer sentiment hit a ~3½‑year low and the government shutdown again iced the monthly U.S. jobs report. [3]
- Company headlines (Nov 6–7): Microsoft launched a “MAI Superintelligence” initiative (starting with medical diagnostics), and posted an apology/refund plan for Microsoft 365 subscribers in Australia after pricing confusion around Copilot bundles. [4]
- Context from earnings: Late‑October results showed Azure +40% YoY alongside record ~$35B quarterly capex — a combo energizing long‑term AI optimism but feeding near‑term cost/ROI debate. [5]
Price Action: Where MSFT Stood on Nov 7, 2025
Microsoft finished $496.82, down 0.06% on the day; after‑hours quotes hovered near $497.8 as of roughly 8 p.m. ET. Over eight consecutive down sessions, the stock has slid about 8.6%, marking the longest losing streak since 2011. [6]
For reference, Reuters’ tape had today’s range $493.25–$499.38 and a 52‑week range $344.79–$555.45. Friday volume was around 24.0M shares. [7]
Why Shares Stayed Under Pressure
1) Tech reset & scarce macro data. Equities ended mixed Friday while investors navigated without a monthly jobs report for a second straight month (shutdown), leaning instead on private reads and downbeat sentiment data that fell to the weakest levels in roughly 3½ years. Risk appetite stayed fragile, especially for richly valued megacap tech. [8]
2) The AI capex overhang. Microsoft’s late‑October earnings beat highlighted Azure +40% YoY but also record capex near $35B with guidance that spending will rise this fiscal year. Bulls see capacity as demand‑aligned; skeptics worry about returns and timing — a narrative that has dogged megacap “AI spenders” all week. [9]
3) Rotation within AI. Friday coverage framed the selloff as part of a broader AI trade cool‑down, with Microsoft specifically cited for the longest streak since 2011 and an ~$350B valuation drawdown across the slide. [10]
Nov 6–7: All the Microsoft Headlines You Need
Friday, Nov 7, 2025
- Streak watch / market color: Into the close, MSFT extended its decline, with market wrap‑ups emphasizing the longest losing streak since 2011 as tech wobbled and indexes split (Dow/S&P up, Nasdaq down). [11]
- Consumer pulse:U.S. consumer sentiment slumped to around a 3½‑year low, keeping pressure on growth/valuation names. [12]
- Jobs data absence: The Labor Department again did not publish nonfarm payrolls due to the ongoing government shutdown, reinforcing uncertainty around the economic path and rates. [13]
Thursday, Nov 6, 2025
- New AI program: Microsoft unveiled a MAI Superintelligence Team — aiming for domain‑specific, superhuman AI starting with medical diagnostics, led by Mustafa Suleyman and chief scientist Karen Simonyan. Ambitious, multi‑year R&D; investors will parse costs and timelines. [14]
- M365 Australia apology/refunds: Microsoft issued an apology and refund plan for Australian Microsoft 365 subscribers after confusion around Copilot‑bundled price changes; eligible users can switch to “Classic” and receive refunds under the company’s outlined terms. [15]
- Macro drag: Broader U.S. markets finished lower Thursday on tech valuation worries and economic jitters — setting up Friday’s cautious tone. [16]
Street & Strategy Lens
- Buy‑the‑dip arguments persist. After earnings, several notes reiterated positive long‑term views on Microsoft’s AI and cloud positioning. Morgan Stanley called MSFT a “Top Pick” and said it would be “aggressive buyers on pullbacks,” citing accelerating growth, resilient margins and expanding AI demand (PT lifted to $650). [17]
- But positioning is heavy. The near‑term push‑pull remains: stellar Azure growth vs rising capex and macro fog — classic conditions for momentum to ebb even when fundamentals look solid on paper. [18]
What to Watch Next (Catalysts & Dates)
- Microsoft Ignite 2025 (Nov 18–21, San Francisco). Expect fresh AI, Copilot and cloud announcements; any updates on model roadmaps, infrastructure, or enterprise agentic‑AI could sway sentiment. [19]
- Macro calendar (subject to shutdown). Markets remain headline‑sensitive while key U.S. data releases are disrupted. When official labor and inflation prints resume, rate‑path expectations — and mega‑cap multiples — can reprice fast. [20]
Bottom Line for Nov 7, 2025
Microsoft wrapped the session at $496.82, capping eight straight down days — a streak not seen since 2011 — as macro unease and the AI‑spending ROI debate overshadowed upbeat cloud momentum and fresh AI initiatives. For long‑only investors, upcoming Ignite could be an information bridge; for traders, the tape remains macro‑driven until data clarity returns. [21]
Quick Stats (as of Nov 7, 2025)
- Close: $496.82; After‑hours: ~ $497.8
- Day range: $493.25–$499.38
- 52‑week range: $344.79–$555.45
- Streak: 8 sessions lower (longest since 2011)
- 8‑day drawdown: ~‑8.6% (~$350B market cap) [22]
Important Disclosure
This article is for news and educational purposes only and does not constitute investment advice. Always do your own research and consider consulting a licensed financial advisor before making investment decisions.
References
1. finance.yahoo.com, 2. www.bloomberg.com, 3. www.reuters.com, 4. www.reuters.com, 5. www.reuters.com, 6. finance.yahoo.com, 7. www.reuters.com, 8. www.reuters.com, 9. www.reuters.com, 10. www.bloomberg.com, 11. www.bloomberg.com, 12. www.reuters.com, 13. www.reuters.com, 14. www.reuters.com, 15. news.microsoft.com, 16. www.reuters.com, 17. www.investing.com, 18. www.reuters.com, 19. ignite.microsoft.com, 20. www.reuters.com, 21. finance.yahoo.com, 22. finance.yahoo.com
