IBM stock has tumbled 20.6% in three months after Anthropic's Claude Code threatened its legacy COBOL moat - can hybrid cloud and watsonx offset the risk?

Most investors jumped to a conclusion on Monday that's not supported by all the facts.

Investors wiped $40 billion from IBM's market cap after Anthropic released COBOL translation tools. Analysts say the market ...

IBM stock analysis: why its mainframes and enterprise software are insulated from AI disruption, with strong FCF and growth ...

IBM shares plunged earlier this week on concerns its core mainframe business was facing competition from AI. What's next for the tech titan? Seeking Alpha analysts weigh in.

IBM still profits from mainframes running decades-old COBOL systems. Anthropic says AI can migrate that software elsewhere. IBM stock was down 10% on Monday afternoon after Anthropic published a blog ...

IBM (NYSE:IBM) saw its sharpest single day stock drop in over 25 years after Anthropic launched Claude Code, an AI tool aimed at automating COBOL system modernization. The news sparked broad debate ...

Investors reacted to Anthropic’s assertion that Claude Code could streamline legacy COBOL modernization, raising concerns about pressure on IBM’s high‑margin mainframe services despite longstanding ...

Investing.com -- IBM (NYSE:IBM) shares rose 4% Tuesday, recovering from Monday’s sharp decline after analysts defended the ...

While International Business Machines (NYSE: IBM) generates most of its revenue from software and consulting services, the company's hardware business is still an important piece of the puzzle. IBM's ...

When the next generation of IBM mainframe, the z17, makes its anticipated summer debut, it will be outfitted with multiple technologies aimed at making the Big Iron mainframe the ultimate AI server.