As Microsoft celebrates its 50th anniversary Friday with a Seattle event spotlighting its latest AI developments, investors are likely breathing a sigh of relief: the company’s stock has weathered the tariff tidal wave far better than its peers. Among the so-called Magnificent 7 cohort of tech companies, Microsoft shares have experienced the smallest decline since Trump's global tariff announcement Thursday, with some analysts pointing to its cloud computing offerings, and its broad base of enterprise customers, as being more protected from the worst impacts of the tariffs.
Microsoft's stock price is down roughly 5.8% from its closing price on Wednesday, the evening of the tariff announcement. By contrast, Meta, Apple, Amazon, Nvidia, and Tesla have all suffered double-digit percentage declines, plunging between 10% and 16% and erasing tens of billions of dollars in market value. Only Google-parent company Alphabet has fared almost as well as Microsoft among the Mag 7, with shares selling off 7% over the past two days.
