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Microsoft 365 Outage Enters Second Day as Nvidia Names Interim CEO and US Futures Slip Before Producer-Price Data
A Microsoft 365 outage hitting Outlook, Teams and Copilot ran into a second day. Nvidia named CFO Colette Kress interim CEO after Jensen Huang's exit. US futures edged lower before October producer-price data that came in below forecasts.
From the Bloomberg Markets article of November 13, 2026 and cited sources: The Microsoft 365 outage began on 12 November and disrupted Exchange Online, Outlook, Teams, Microsoft 365 Copilot and Intune across 74 countries. [3] [6] [9] [13]
SOURCES[3] Al Jazeera – Microsoft hit by global outages aljazeera.com[6] NBC News – Live updates: Microsoft outage nbcnews.com[9] Forbes – Outage enters second day forbes.com
AT Pulse research deskPublished · Updated · 5 min read · AI-assisted analysisAI-assisted, not human-edited. Methodology Corrections Who owns this site
- What happened
- The Microsoft 365 outage began on 12 November and disrupted Exchange Online, Outlook, Teams, Microsoft 365 Copilot and Intune across 74 countries. [3] [6] [9] [13]
- Original source
- Bloomberg Markets article, independent perspective
- Brief by
- AT Pulse research desk AI-assisted; publisher and contact on the desk page
- When
- November 13, 2026 article published
- Covered
- Nov 13 edition
- Evidence
- 13 sources across 12 sites
- 1Microsoft Races to Fix Outage, Stocks Slip of Inflation Testbloomberg.com
- 2Nvidia Form 8-K press releasesec.gov
- 3Al Jazeera – Microsoft hit by global outagesaljazeera.com
- 4BLS – CPI, October 2026bls.gov
- 5Axios – Huang's ousteraxios.com
- 6NBC News – Live updates: Microsoft outagenbcnews.com
Reach: not measured yet
The Microsoft 365 outage began on 12 November and disrupted Exchange Online, Outlook, Teams, Microsoft 365 Copilot and Intune across 74 countries. Reported start times differ by up to about two hours. NBC reported that Azure was not affected. Microsoft said servers grew more stable after it patched an authentication and routing configuration component. It has not given a root cause or a timeline for full recovery. The claim that no cyberattack was involved comes from Microsoft itself. [3] [6] [9] [13]
Nvidia's 8-K says Jensen Huang resigned with immediate effect on 12 November. CFO Colette Kress became interim CEO, and Harvey C. Jones became the board's first chair. The filing gives no reason for the departure. Press reports describe it as an ouster tied to allegations about personal conduct. Third-quarter results remain scheduled for 17 November. [2] [5] [10] [11]
Rate pressure set the market backdrop. October CPI rose 0.4% overall and 0.3% at the core, and CME FedWatch then put the odds of a December hike at 100%. October PPI rose 0.3% against 0.4% expected. The 10-year Treasury yield stood near 5.13%. [4] [7] [8] [12]
Courts, airlines and hospitals lost email at the same time, and Copilot failed together with Exchange and Teams. AI features built on Microsoft 365 therefore share its failure modes. Researchers quoted by Al Jazeera said clients reconnecting all at once overwhelmed servers as they were restored. That pattern points to staged recovery and backoff in client reconnection logic. [3] [6]
one Microsoft 365 incident took down email, chat and Copilot across many sectors at once.
Read the full assessment
Implication: organisations should test backup communication channels, review SLA terms and check how clients reconnect, while yields above 5% raise financing costs for AI infrastructure.
Research is done. Next is writing the dossier: the Microsoft outage, the inflation data and Nvidia's CEO exit, with primary data from BLS and the SEC filing.
Executive brief
The macro data wasn't the biggest news here. Bloomberg's 13 November market-open show framed the day around a Microsoft 365 outage that had lasted half a day and Nvidia's removal of Jensen Huang. Nvidia's SEC filing says Huang resigned on 12 November with immediate effect, and CFO Colette Kress became interim CEO (Nvidia 8-K). The Microsoft outage hit Outlook, Teams and Copilot in 74 countries (Al Jazeera). US stock futures slipped slightly ahead of October producer-price data, after a hotter consumer-price report earlier in the week had pushed up bets on a Fed rate hike.
What changed and event timeline
CPI runs hot
BLS said October CPI-U rose 0.4% and core CPI rose 0.3%. It also said it can't publish many 12-month changes because October 2025 data was never collected ().
Microsoft 365 goes down
NBC puts the start at about 11:17 a.m. ET and Al Jazeera at about 16:00 GMT. TechRadar's search summary says 1 p.m. ET, so the exact start time is disputed (;).
About 2:30 a.m. ET: Patch shows progress
Microsoft said servers were more stable after it patched an "upstream authentication/routing configuration component" ().
European morning: Futures edge lower
S&P 500 futures were down 0.16% near 7,600 and Nasdaq 100 futures down 0.30% near 28,300 ().
PPI comes in below forecast
October PPI rose 0.3% on the month against 0.4% expected, and 6.5% on the year. The 10-year Treasury yield was 5.131% ().
Capabilities and access
- Affected services: Exchange Online, Outlook, Teams, Microsoft 365 Copilot and Intune. NBC reported that Azure was not affected (NBC News).
- User reports: Downdetector peaked at 19,650 reports per minute (NBC). Al Jazeera counted at least 43,000 reports by Friday morning.
- Status: More than 12 hours in, Microsoft described "marginal success" and gave no timeline for full recovery (Al Jazeera).
Read the full section
- Affected services: Exchange Online, Outlook, Teams, Microsoft 365 Copilot and Intune. NBC reported that Azure was not affected (NBC News).
- User reports: Downdetector peaked at 19,650 reports per minute (NBC). Al Jazeera counted at least 43,000 reports by Friday morning.
- Status: More than 12 hours in, Microsoft described "marginal success" and gave no timeline for full recovery (Al Jazeera). Forbes reported that the outage had entered a second day (Forbes).
Technical analysis for researchers and developers
- Explanations so far: Microsoft has pointed to unusually high infrastructure load and servers becoming unexpectedly unavailable. It later patched an authentication/routing configuration component (NBC).
- Cascading failure: Researchers quoted by Al Jazeera said servers were overwhelmed when clients reconnected to restored infrastructure.
- Root cause: No definitive root cause has been published. Microsoft has promised a post-incident report.
Read the full section
- Explanations so far: Microsoft has pointed to unusually high infrastructure load and servers becoming unexpectedly unavailable. It rolled back a network change but hasn't said that change caused the outage (Al Jazeera). It later patched an authentication/routing configuration component (NBC).
- Cascading failure: Researchers quoted by Al Jazeera said servers were overwhelmed when clients reconnected to restored infrastructure. That pattern is why staged recovery and backoff in client reconnection logic matter.
- Root cause: No definitive root cause has been published. Microsoft has promised a post-incident report.
- Data caveat: The missing October 2025 CPI data means many year-on-year inflation comparisons can't be computed (BLS).
Claims and evidence
- No cyberattack: This is Microsoft's own statement, not an independent finding (Al Jazeera).
- "One of the biggest outages of all time": This is the view of a former UK cyber-security chief, quoted by NBC.
- Why Huang left: Fortune reports he was removed over two affairs, one of them with a woman suspected of spying for China (Fortune).
Read the full section
- No cyberattack: This is Microsoft's own statement, not an independent finding (Al Jazeera).
- "One of the biggest outages of all time": This is the view of a former UK cyber-security chief, quoted by NBC.
- Why Huang left: Fortune reports he was removed over two affairs, one of them with a woman suspected of spying for China (Fortune). Bloomberg also calls it an ouster (Bloomberg). The 8-K calls it a resignation and gives no reason.
- Fed pricing: CME FedWatch put the odds of a December hike at 100%: about 86% for 25 basis points and 14% for 50 (CNBC).
Context and prior work
- Commentators in NBC's and Al Jazeera's coverage compared the outage with the 2024 CrowdStrike incident.
- Fed Governor Christopher Waller had said a 0.3% core CPI reading would make him consider a half-point hike (FMT/Reuters).
- On the CPI release day, the S&P 500 fell 0.38% to 7,521.48 and the Nasdaq Composite fell 0.74% (same source).
Read the full section
- Commentators in NBC's and Al Jazeera's coverage compared the outage with the 2024 CrowdStrike incident.
- Fed Governor Christopher Waller had said a 0.3% core CPI reading would make him consider a half-point hike (FMT/Reuters).
- On the CPI release day, the S&P 500 fell 0.38% to 7,521.48 and the Nasdaq Composite fell 0.74% (same source).
- Bloomberg's own segment is available only as a short summary. The show's full content couldn't be checked.
Limitations, safety and contested findings
- Start time: Reports differ by up to about two hours.
- Cause: Microsoft's network-change rollback and its authentication/routing patch are both reported, but neither has been confirmed as the root cause.
- Yields: The 10-year yield is reported at 4.988% after the CPI release (FMT) and as rising above 5% on Thursday (CNBC).
Read the full section
- Start time: Reports differ by up to about two hours.
- Cause: Microsoft's network-change rollback and its authentication/routing patch are both reported, but neither has been confirmed as the root cause.
- Yields: The 10-year yield is reported at 4.988% after the CPI release (FMT) and as rising above 5% on Thursday (CNBC). These are different sessions and shouldn't be combined.
- Nvidia: The reasons for Huang's exit come from press reports; the company's filing gives none. Shares rose nearly 1% after hours (FXStreet).
Business and practitioner implications
- Concentration risk: Courts, airlines, hospitals and exchanges all lost email at once (NBC News).
- Copilot workflows: Copilot went down along with Exchange and Teams, so AI features built on Microsoft 365 share its failure modes.
- Nvidia dates: Q3 FY2027 results are still set for 17 November. The board says the product roadmap won't be interrupted (8-K).
Read the full section
- Concentration risk: Courts, airlines, hospitals and exchanges all lost email at once (NBC News). Organisations should test out-of-band communication channels and look again at SLA terms.
- Copilot workflows: Copilot went down along with Exchange and Teams, so AI features built on Microsoft 365 share its failure modes.
- Nvidia dates: Q3 FY2027 results are still set for 17 November. The board says the product roadmap won't be interrupted (8-K).
- Rates: Long Treasury yields above 5% raise borrowing costs for AI infrastructure. This is context, not a market forecast.
The source trail.
Sources (13)
Microsoft Races to Fix Outage, Stocks Slip of Inflation Test
Feed excerpt only.
bloomberg.com