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

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

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 ...

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.

Feb 23 (Reuters) - Shares of International Business Machines recorded their steepest daily drop in more than 25 years on Monday, after AI startup Anthropic said its Claude Code tool could be used to ...

New z/XDC software expansion improves accessibility and integrates into existing workflows while welcoming a new generation of programmers into mainframing MINNEAPOLIS, February 02, 2026--(BUSINESS ...

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 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 ...