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

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

Anthropic launched Claude Code, an AI tool aimed at automating modernization of COBOL on mainframes, raising questions about ...

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.

IBM (NYSE:IBM) saw its sharpest single day stock drop in over 25 years after Anthropic launched Claude Code, an AI tool aimed at automating COBOL system modernization. The news sparked broad debate ...

While International Business Machines (NYSE: IBM) generates most of its revenue from software and consulting services, the company's hardware business is still an important piece of the puzzle. IBM'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 ...

As IBM prepares to ship 24- and 32-processor versions of its zSeries 990 mainframe computers later this month, the company is ramping up its zSeries technical support operation and, on Tuesday, will ...

When the next generation of IBM mainframe, the z17, makes its anticipated summer debut, it will be outfitted with multiple technologies aimed at making the Big Iron mainframe the ultimate AI server.

International Business Machines Corp. shares had their worst day in more than 25 years on Monday, after AI startup Anthropic ...