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

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

By Pratyush Thakur
Publication Date: 2026-10-12 17:28:00

AI assistants may disrupt enterprise software. See BofA’s take on Microsoft, Salesforce, ServiceNow & Workday—and what it means for investors.