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.

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

Following the recent selloff, IBM’s valuation has become more compressed, according to analysts. The stock now trades at ...

Analysts argue the reaction overlooks IBM’s own AI strategy. Shares of International Business Machines suffered their ...

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 ...

International Business Machines Corp IBM shares are rebounding Tuesday morning after plunging more than 13% Monday, when ...

IBM shares plunged over 13% after AI startup Anthropic announced a tool to modernize COBOL, a key IBM programming language.

COBOL is a computer language used for business data processing and IBM is a leader in that area.

IBM stock dropped 13% on Monday after Anthropic said that its Claude Code tool could be used to automate the modernization of legacy code. IBM mainframes, computers that process a large portion of the ...