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.

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

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

International Business Machines Corp (NYSE: IBM) shares are rebounding Tuesday morning after plunging more than 13% Monday, ...

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 ...

New z/XDC software expansion improves accessibility and integrates into existing workflows while welcoming a new generation of programmers into mainframing Izzi Software, owner of ColeSoft, the ...

IBM's mainframe systems are still widely used due to their reliability and security. IBM's latest mainframes feature powerful AI acceleration, enabling real-time AI inference workloads. IBM expects ...

IBM on Wednesday topped Wall Street fourth-quarter estimates. The technology and consulting firm expects full-year revenue growth to exceed 5% and free cash flows to increase by $1 billion. IBM's ...

The global banking sector is experiencing the most significant technological shift since the introduction of the mainframe. Generative AI has moved from experimentation to board‑level priority in less ...

The White House considers taking a 10% stake in the chip maker, after Donald Trump meets with Intel CEO Lip-Bu Tan, shortly after he demanded Tan's immediate resignation. Is this another example of ...

Installed as an outsider, he engineered a comeback, shifting the company’s focus from a waning mainframe computer business toward consulting and services. By Steve Lohr Louis V. Gerstner Jr., an ...