Qualcomm $QCOM acquires Modular for $3.9 billion in stock to expand AI software stack across hardware architectures.

Bank of America double upgrades a key software stock, forecasting major gains from AI integration amid rising software stocks performance and AI industry impact.

According to @StockMKTNewz, Microsoft has reportedly lowered its 2025 sales quotas for AI software, with the report attributed to The Information (source: @StockMKTNewz; The Information). MSFT shares traded about 2% lower in pre-market following the headline, indicating immediate market reaction to the AI sales outlook update (source: @StockMKTNewz). The report focuses on Microsoft’s enterprise AI software sales quotas and does not reference any direct cryptocurrency market impact (source: @StockMKTNewz; The Information).