On 23 Feb 2026, IBM shares dropped 13%, losing nearly $30B, after Anthropic's Claude AI promised faster COBOL modernization, threatening legacy IT services dependent on scarce expertise.
IBM says new AI tools do not address the ‘fundamental engineering challenge of running mission-critical workloads at scale.’ ・IBM charges clients to modernize their financial systems running on Cobol, ...
IBM's market value drops $25 billion as AI threatens its lucrative COBOL modernization business, sparking a historic stock ...
Trump administration lawyers accused Sherrill’s executive order of being in violation of the Constitution’s Supremacy Clause.