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

Finally, while Anthropic's ultimate unvoiced argument for modernizing COBOL is allowing institutional customers to move away from IBM's mainframes and toward the use of more flexible third-party cloud ...

COBOL is in the headlines again, and this time it is because of artificial intelligence (AI) – sparking conversations with tools emerging that claim t.

While Anthropic’s Claude Code grabbed headlines, IBM has been deploying its own generative AI solution, Watsonx Code Assistant for Z, designed to modernize the very mainframes it built. Unlike general ...

AI agents like Claude Code are reshaping software development by automating legacy modernisation and routine coding. A recent ...

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

IBM's market value drops $25 billion as AI threatens its lucrative COBOL modernization business, sparking a historic stock decline.

After the US president suffered a defeat at the hands of the supreme court on Friday, which struck down his sweeping “liberation day” tariffs imposed last year, he angrily reacted by announcing a 10% ...

Following an Anthropic blog post covering the use of AI in code modernization, IBM stock collapsed more than 13%.

IBM shares suffered their worst single-day drop in over 25 years on Monday, February 23 after AI startup Anthropic announced ...

IBM’s ( IBM) Software and Chief Commercial Officer, Rob Thomas, wrote in a Monday blog post that translating COBOL code isn’t equivalent to modernizing enterprise systems, emphasizing that platform ...

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