Over periods up to 10 years, tech doesn’t reliably outperform coal, gas and oil – and over longer terms tech usually underperforms energy.

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

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 ...

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 ...

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

IBM shares suffered their worst single-day drop in over 25 years on Monday, February 23 after AI startup Anthropic announced that its Claude Code tool can automate the modernisation of COBOL—the ...

Investing.com - Evercore ISI reiterated an Outperform rating and $345.00 price target on International Business Machines stock (NYSE:IBM) on Tuesday. The target suggests significant upside potential ...

On Tuesday, Anthropic published tools that let Claude read, analyze and translate legacy COBOL into modern languages like Java and Python. By the end of the trading day, investors had wiped roughly ...

Thill added that IBM’s software reacceleration depends not on mainframe but on broader momentum across hybrid cloud, AI, automation and data. Melius analyst Ben Reitzes noted that after the selloff, ...

International Business Machines Corp. shares had their worst day in more than 25 years on Monday, after AI startup Anthropic PBC said its Claude Code tool can help modernize Cobol, a dated programming ...