Bitget App
Trade smarter
Buy cryptoMarketsTradeFuturesStocksEarnInstitutionAI & More
When AI assistants replace Apps: Enterprise software vendors face long-term risks, Bank of America says Microsoft (MSFT.US) has taken the lead

When AI assistants replace Apps: Enterprise software vendors face long-term risks, Bank of America says Microsoft (MSFT.US) has taken the lead

智通财经智通财经2026/10/13 02:41
Show original
According to Golden Ten Data APP, Bank of America stated in a report that if artificial intelligence (AI) assistants become the mainstream way people use software, it may pose a challenge to enterprise software vendors. However, the bank believes that Microsoft (MSFT.US), Salesforce (CRM.US), and ServiceNow (NOW.US) have the advantages to adapt to this transition.
0
0

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

Understand the market, then trade.
Bitget offers one-stop trading for cryptocurrencies, stocks, and gold.
Trade now!

You may also like

AMD launches Helion intelligent agent AI rack design, supporting up to 32,768 cores, jointly endorsed by eight manufacturers including Cisco and Dell.

AMD has released the Helion Intelligent Agent AI rack design, based on the Open Compute Project (OCP) standard. The CPU-only configuration supports up to 32,768 CPU cores, while also offering an integrated CPU+GPU enterprise setup. The platform features a built-in token router and supports multi-model scheduling. Eight major hardware manufacturers, including Cisco, Dell, and HPE, have announced their support. Related products are expected to launch in November 2026.

华尔街见闻•2026/10/13 03:53
AMD launches Helion intelligent agent AI rack design, supporting up to 32,768 cores, jointly endorsed by eight manufacturers including Cisco and Dell.

"AI is not a gravedigger": Bank of America turns bullish on Salesforce (CRM.US), $30 million acquisition sparks software stock revaluation

Bank of America has made a rare upgrade on Salesforce to “Buy” with a target price of $285, coinciding with its approximately $30 million acquisition of Loops. The stock surged 5% during intraday trading.

智通财经•2026/10/13 03:12
"AI is not a gravedigger": Bank of America turns bullish on Salesforce (CRM.US), $30 million acquisition sparks software stock revaluation