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

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

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 shares rebound 5% after AI fears fade, as analysts defend its mainframe strength and downplay risks from Anthropic’s ...

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 ...

The sell-off was triggered by a blog post from AI startup Anthropic, which claimed that its AI tool, Claude Code, can ...

Claude’s COBOL shake-up just knocked IBM stock lower. Is this a smart buy-the-dip opportunity, or an early warning you shouldn’t ignore?

At the Hot Chips 2024 conference, IBM announced its Telum II processor and previewed its Spyre accelerator for AI and other high-performance Big Iron workloads. IBM is outfitting the next generation ...

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

IBM stock plunged on Claude Code COBOL fears, but Jefferies says IBM’s watsonx is already modernizing mainframes with GenAI—read more now.

IBM on Tuesday announced the newest version of its famous mainframe: the IBM z17. Powered by the latest IBM Telum II processor, IBM z17 culminates five years of research and development. It features ...