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Related to this topicMarkets Intelligence Council Microsoft Beats Nvidia for the First Time Since 2025: So Why Is MSFT Stock Falling?

Written & Edited by

Lockridge Okoth 10 November 2026, 18:19 UTC

• Updated 10 November 2026, 18:19 UTC

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Microsoft beat Nvidia in market value, then gave the spot back by midday.

Hot inflation data pushed Treasury yields higher and lifted Fed rate-hike bets.

Microsoft is also backing Anthropic, which just launched an Excel rival.

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Microsoft beat Nvidia in market value on Tuesday to become the world’s second-most valuable company, the first time since June 2025. By midday, Microsoft’s own stock had dropped more than 3%, and the lead was gone.

The swap came from Nvidia’s pain, not Microsoft’s strength. Nvidia fell more than 6% as its board probes whether CEO Jensen Huang was targeted by foreign intelligence.…