Microsoft Stock Today: MSFT Holds Near $492 as EU Cloud Shift and AI Push Shape Investor Sentiment (November 30, 2025)

Ticker: NASDAQ: MSFT – Date: November 30, 2025

Key Takeaways

Price level: Microsoft stock is trading around $492 per share, roughly flat on Sunday vs. Friday’s close of $492.01, after gaining about 4% over the past week. ^[1]
Big Tech rebound: That weekly move marks Microsoft’s strongest week since May, part of a broader Big Tech rally driven by expectations of a December Fed rate cut. ^[2]
Regulation twist:Google has withdrawn its EU antitrust complaint against Microsoft’s cloud business, lifting some legal overhang even as EU regulators continue a broader probe under the Digital Markets Act. ^[3]
AI strategy locked in: A new OpenAI partnership agreement values Microsoft’s stake at about $135 billion, extends its AI IP rights and includes $250 billion of incremental Azure commitments, reinforcing long‑term cloud demand—along with heavy capex. ^[4]
Product news today: On November 30, Microsoft is pushing deeper AI into Windows 11—adding “streaming” AI text to Notepad and moving ahead with AI “agents” on the desktop—even while its own documentation labels such agents “risky.” ^[5]

Microsoft Stock Today: Price, Returns and Valuation

As of the latest market close on Friday, November 28, 2025, Microsoft Corporation (MSFT) ended the day at $492.01, up about 1.3% on the session. ^[6]

Over recent periods, performance looks like this: ^[7]

7‑day return: ~+4.2%, Microsoft’s biggest weekly gain since early May.
30‑day return: roughly –9%, reflecting a sharp pullback earlier in the month.
Year‑to‑date (2025): around +17–18%, modestly ahead of the S&P 500 and broadly in line with other mega‑cap tech peers.
3‑year total return: more than +100%, and multi‑decade returns remain staggering by any historical standard.

On valuation, real‑time data from TradingView and FinanceCharts put Microsoft at roughly: ^[8]

Market cap: about $3.6 trillion
Trailing P/E: ~34–35×
Dividend yield: about 0.7–0.8%, based on a quarterly dividend of $0.91 per share, raised by 10% in September 2025. ^[9]

Those numbers keep Microsoft firmly in the “premium multiple for a dominant franchise” bucket: it’s priced more like a structural AI utility than a traditional software vendor.

From AI Hangover to Best Week Since May

Microsoft didn’t coast into this week. Earlier in November, the stock suffered its longest losing streak in more than a decade, shedding roughly 8.6% in eight trading days and erasing around $350 billion in market value as investors balked at soaring AI infrastructure spend. ^[10]

The selling started right after Microsoft’s late‑October earnings, despite strong numbers from Azure. Concerns focused on: ^[11]

Capital expenditures running into the tens of billions of dollars per quarter for AI data centers.
Fears that AI demand could cool just as those investments peak.
A general “AI trade is crowded” narrative across the Magnificent Seven.

Fast‑forward to the week ending November 28 and sentiment has pivoted. MarketWatch data show: ^[12]

Microsoft up 4.2% on the week – its strongest weekly move since May 2.
Big Tech broadly higher as traders price in a possible Fed rate cut in December, a tailwind for long‑duration growth names and AI plays.
Microsoft still down roughly 3–4% over the last three months, so the rebound is more “partial recovery” than “new breakout.”

In other words: the AI party never really stopped, but the lights came on for a bit. This week looks more like the crowd deciding they weren’t ready to go home yet.

EU Cloud Twist: Google Backs Off—but Regulators Don’t

One of the clearest catalysts behind MSFT’s latest bounce is regulatory rather than purely financial.

On November 28, Google withdrew its formal antitrust complaint to the European Commission over Microsoft’s cloud licensing practices. The original complaint argued Microsoft used Windows Server and Office licensing to lock customers into Azure and make it harder to move workloads to rivals. ^[13]

Key points:

Google is dropping its own case, but
The European Commission has launched a broader probe into whether Microsoft and Amazon should be treated as “gatekeepers” under the Digital Markets Act (DMA) in the cloud market. ^[14]
Market‑share data cited in coverage put AWS at roughly 30%, Microsoft at 20%, and Google at 13% of the European cloud market. ^[15]

GuruFocus‑syndicated coverage and TradingView snapshots note Microsoft shares rose about 1.5% on Friday after news of Google’s withdrawal, as investors took it as a sign that a direct “Google vs. Microsoft” legal fight in Brussels is off the table—for now. ^[16]

At the same time, separate news from France’s antitrust regulator—which dismissed a complaint from local search engine Qwant over alleged abuses in search and AI—removes another, smaller overhang in Europe. ^[17]

The overall picture:

Short term: Slightly cleaner legal backdrop; good for sentiment.
Medium term: The DMA investigation is still a risk, and new remedies or constraints on bundling Windows, Office and Azure remain squarely on the table.

OpenAI Deal: $135 Billion Stake and $250 Billion of Azure Demand

If you want to understand why Microsoft is both expensive and heavily scrutinized, start with OpenAI.

On October 28, Microsoft and OpenAI announced a “next chapter” partnership: ^[18]

Microsoft now holds an investment in OpenAI Group PBC valued at about $135 billion, representing roughly 27% on an as‑converted, fully diluted basis.
Previously, Microsoft’s stake in the for‑profit OpenAI entity was about 32.5%.
The new agreement extends Microsoft’s IP rights and Azure API exclusivity for OpenAI’s frontier models at least through 2032, including post‑AGI models (subject to safety guardrails).
OpenAI has contracted to purchase an additional $250 billion of Azure services, though Microsoft no longer has a right of first refusal on all of OpenAI’s compute.

Put simply, Microsoft has:

Locked in an enormous AI cloud customer for the next several years, and
Strengthened its position as OpenAI’s primary infrastructure and model commercialization partner.

Investors like the revenue visibility and strategic moat this implies. The trade‑off is that such a massive Azure commitment helps explain the company’s soaring AI capex, which feeds directly into the valuation and “how much are we prepaying for this future?” debate that drove November’s selloff. ^[19]

Earnings Snapshot: Cloud & AI Still Doing the Heavy Lifting

Microsoft’s latest reported quarter—fiscal 2026 Q1, ended September 30, 2025—was strong almost across the board: ^[20]

Revenue: $77.7 billion, up 18% year over year.
Operating income: $38.0 billion, up 24%.
GAAP net income: $27.7 billion, up 12%.
Non‑GAAP net income: $30.8 billion, up 22%.
GAAP EPS: $3.72 (up 13%); non‑GAAP EPS: $4.13 (up 23%).

Microsoft highlighted: ^[21]

Azure and other cloud services as the main growth engine, with cloud revenue continuing to grow at a mid‑20s clip.
Broad AI‑driven demand across enterprise workloads and developer tools.

Over the full FY25, Microsoft reported:

Q4 FY25 revenue of $76.4 billion, up 18%.
Cloud revenue of $46.7 billion, up 27%.
Azure alone surpassing $75 billion in annual revenue, up roughly 34% year over year. ^[22]

In commentary and independent coverage, analysts keep repeating variations of the same theme:

“Demand is not the problem; supply and cost are.”

That’s why investors are so focused on capex, data‑center build‑out, and power availability. AI is clearly additive to the top line; the open question is how much margin Microsoft can preserve while building a planetary‑scale AI cloud.

AI Everywhere on Windows 11 – Including Today’s Notepad News

On the product front, November 30 itself brings fresh AI headlines that matter for Microsoft’s long‑term story as a “default AI operating system” company.

Notepad gets “streaming” AI text

Windows Latest reports that Microsoft is rolling out “streaming” AI responses inside Notepad on Windows 11—essentially making Copilot content appear letter by letter, similar to how large language models render text in chat interfaces. ^[23]

Details:

The feature currently targets Copilot+ PCs, where AI inference can run locally, but Microsoft has indicated it plans to expand streaming to more regular PCs over time.
Notepad’s Copilot integration supports “Write,” “Rewrite,” “Customised re‑write” and “Summarise” actions, with options to change tone and length. ^[24]

This might sound cosmetic, but it’s part of a larger pattern: Microsoft is turning Windows itself into an AI front‑end—and using even legacy apps like Notepad as on‑ramps into Copilot.

AI agents on Windows 11: risky by design

A companion Windows Latest report notes that Microsoft’s own documentation describes AI “agents” in Windows 11 as risky, warning that they can hallucinate, behave unpredictably, and fall victim to new classes of attacks like cross‑prompt injection (where malicious content in documents or UI elements manipulates the agent). ^[25]

Yet the company is still pushing ahead with: ^[26]

A strategy to make “every Windows 11 PC an AI PC.”
New interfaces like Ask Copilot in the taskbar, plus Copilot Voice, Copilot Vision and Copilot Actions that can see your screen, act on your behalf, and run tasks semi‑autonomously.

For investors, the takeaway is two‑fold:

The Windows installed base becomes a massive AI distribution channel, reinforcing Microsoft’s moat.
The risk and regulatory surface area explodes, from security concerns to future liability debates over autonomous agents.

November 30 Infrastructure Deadlines: Quiet but Important

Alongside the flashier AI features, November 30 is also a key cutoff date in several parts of Microsoft’s cloud and productivity stack:

Azure Kubernetes Service (AKS): Microsoft Learn documentation notes that Azure Linux 2.0 node images lose support and security updates starting November 30, 2025. Customers must migrate to Azure Linux 3.0 or supported Kubernetes versions ahead of a hard removal of old images in March 2026. ^[27]
Power Automate HTTP trigger URLs: Microsoft is retiring old logic.azure.com HTTP trigger URLs for Power Automate flows as of November 30. Flows that haven’t been updated to the newer environment.api.powerplatform.com URLs are expected to stop working, a change heavily flagged in Microsoft Q&A threads and community posts. ^[28]

These changes don’t move MSFT’s price on their own, but they reflect the constant churn and lock‑in mechanics of a hyperscale cloud platform: customers who stay current stay deeper in the ecosystem.

Flows Under the Surface: Insider Selling and Institutional Rebalancing

Alternative‑data platform QuiverQuant highlights a few notable ownership trends around Microsoft: ^[29]

Insiders: Over the last six months, insiders executed 11 open‑market transactions—every single one a sale.
- CEO Satya Nadella sold roughly 149,000 shares,
- Vice Chair & President Brad Smith sold about 38,500 shares,
- CMO Takeshi Numoto sold around 7,800 shares,
  together worth nearly $100 million at recent prices.
Institutions: In the latest quarter, about 2,751 institutional investors increased their MSFT stakes while 2,719 reduced them, essentially a near‑even tug‑of‑war in share counts. Large moves include:
- A big addition by UBS Asset Management,
- Significant incremental buying from BlackRock, Goldman Sachs, FMR and others,
- And full or partial exits from some funds that had previously been overweight MSFT. ^[30]

QuiverQuant also tracks roughly $293 million in U.S. government contracts to Microsoft over the past year and dozens of trades by members of the U.S. Congress—a reminder that the company’s footprint spans everything from Navy consulting to federal cloud infrastructure. ^[31]

None of this is unusual for a mega‑cap tech name, but the pattern is clear:

Executives are regularly monetizing stock compensation at all‑time‑high valuations.
Large institutions are tweaking position sizes rather than abandoning the name.

Gates Foundation’s $8.8 Billion Trim: Signal or Noise?

One ownership move did grab headlines: the Bill & Melinda Gates Foundation Trust slashed its Microsoft stake by almost 65% in Q3 2025, selling 17 million shares—around $8.8 billion worth—at an average price of about $510. ^[32]

Economic Times reporting, based on 13F filings, frames the move as: ^[33]

A 64.9% reduction in the trust’s Microsoft position,
A –17.7% impact on the overall portfolio,
Yet still leaving Microsoft as a core holding that accounts for roughly 27% of the trust’s assets.

The article suggests three main motives:

Rebalancing after huge MSFT gains,
Raising liquidity to fund an ambitious plan to double philanthropic spending over coming years, and
Reducing single‑stock concentration risk, even though the trust remains unusually concentrated in a handful of names.

For MSFT shareholders, the important nuance is that this looks more like portfolio engineering by a philanthropic vehicle than a verdict on Microsoft’s AI strategy.

Analysts vs. Algorithms: Who’s Bullish on MSFT Now?

On Wall Street, sentiment remains broadly positive:

QuiverQuant aggregates 25 recent analyst ratings, all in the “buy/overweight/outperform” bucket, and tracks 29 price targets with a median around $639 per share—roughly 30% upside from current levels. ^[34]
Recent targets span a wide range, from about $500 (Rothschild & Co) to $690 (Citigroup), reflecting disagreements on just how aggressively to price AI upside. ^[35]

Meanwhile, technical‑driven models are more cautious. CoinCodex’s MSFT forecast, updated November 30, suggests: ^[36]

A short‑term move up to around $504 over the next month (about +2.5%),
But a one‑year target near $359, implying ~27% downside,
Mixed signals from moving averages and a “neutral” sentiment label with a Fear & Greed index reading in the “fear” zone.

Those algorithmic forecasts are not investment advice, and even CoinCodex’s own disclaimer stresses they’re for informational purposes only. Still, they capture a real tension:

Fundamentally, Microsoft looks like the default AI infrastructure bet.
Technically, the stock has run very far, very fast over multiple years, and models trained on mean‑reversion see considerable air below current prices.

Dividend, Shareholder Meeting and Near‑Term Catalysts

On September 15, Microsoft’s board approved a 10% dividend increase, raising the quarterly payout to $0.91 per share, payable December 11 to shareholders of record as of November 20. The company also scheduled its annual shareholders meeting for December 5, 2025. ^[37]

Investors will be watching the coming weeks for:

Commentary at the December 5 shareholder meeting on AI capex, power supply, and regulatory risk.
The next earnings report (date not yet posted on official investor pages, but typically late January or early February). ^[38]
Any follow‑through from EU regulators under the DMA, and potential steps by U.S. agencies, including the FTC’s previously reported cloud licensing probe. ^[39]

Bottom Line: Where MSFT Stands on November 30, 2025

As of November 30, 2025, Microsoft stock sits in a familiar but precarious position:

It’s near record highs in dollar terms, with a multi‑trillion‑dollar market cap and decades of compounding behind it. ^[40]
The business is delivering high‑teens revenue growth and expanding profits, powered by Azure and AI services. ^[41]
The company has deepened its OpenAI partnership, effectively securing a premium seat at the front row of frontier AI development. ^[42]
At the same time, it faces regulatory scrutiny, massive capital needs, and a user base increasingly wary of an “AI‑everywhere” operating system. ^[43]

For investors scanning Microsoft stock news today, the story is not about a dramatic one‑day move—it’s about a slow but important shift in the risk–reward balance:

Short‑term sentiment has turned less bearish thanks to Big Tech’s rebound and the EU cloud twist.
Long‑term, Microsoft is doubling down on AI in ways that magnify both upside and downside: in cloud economics, in desktop computing, and in regulation.

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