AAPL $347.73 -0.25% ▼ ACN $249.37 -3.12% ▼ ADBE $263.82 -2.10% ▼ ADEA $21.20 -0.33% ▼ ADIG $16.23 -1.52% ▼ ADP $304.16 -1.23% ▼ ADSK $252.20 -0.32% ▼ AEHR $55.31 +1.49% ▲ AEVA $10.17 +3.25% ▲ AGYS $120.69 +0.52% ▲ AI $12.46 +3.89% ▲ AIP $19.06 -0.57% ▼ ALAB $257.16 +0.78% ▲ ALKT $16.03 +0.50% ▲ ALNT $87.66 +1.72% ▲ AMBA $66.50 +5.91% ▲ AMBQ $50.36 +1.59% ▲ AMD $516.79 +2.18% ▲ AMPL $17.42 +0.99% ▲ AMZN $248.00 -1.12% ▼ ANET $172.37 +1.31% ▲ AOSL $21.91 -1.75% ▼ APLD $18.25 -3.08% ▼ APP $260.25 -0.73% ▼ APPN $52.35 +1.73% ▲ APPS $9.86 -1.99% ▼ ARM $210.33 +1.00% ▲ ARRY $3.19 -4.20% ▼ ARW $209.76 +0.17% ▲ ASML $1,571.80 +1.16% ▲ AAPL $347.73 -0.25% ▼ ACN $249.37 -3.12% ▼ ADBE $263.82 -2.10% ▼ ADEA $21.20 -0.33% ▼ ADIG $16.23 -1.52% ▼ ADP $304.16 -1.23% ▼ ADSK $252.20 -0.32% ▼ AEHR $55.31 +1.49% ▲ AEVA $10.17 +3.25% ▲ AGYS $120.69 +0.52% ▲ AI $12.46 +3.89% ▲ AIP $19.06 -0.57% ▼ ALAB $257.16 +0.78% ▲ ALKT $16.03 +0.50% ▲ ALNT $87.66 +1.72% ▲ AMBA $66.50 +5.91% ▲ AMBQ $50.36 +1.59% ▲ AMD $516.79 +2.18% ▲ AMPL $17.42 +0.99% ▲ AMZN $248.00 -1.12% ▼ ANET $172.37 +1.31% ▲ AOSL $21.91 -1.75% ▼ APLD $18.25 -3.08% ▼ APP $260.25 -0.73% ▼ APPN $52.35 +1.73% ▲ APPS $9.86 -1.99% ▼ ARM $210.33 +1.00% ▲ ARRY $3.19 -4.20% ▼ ARW $209.76 +0.17% ▲ ASML $1,571.80 +1.16% ▲

AI interfaces pose long-term risk for software cos; BofA sees Microsoft well positioned

October 12, 2026 · by TPW Pipeline

AI interfaces pose long-term risk for software cos; BofA sees Microsoft well positioned

Source: seekingalpha.com — article syndicated from the publisher’s feed; all rights remain with the original publisher.

Stocks in this story

Microsoft CorporationMSFT