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.

International Business Machines Corp (NYSE: IBM) shares are rebounding Tuesday morning after plunging more than 13% Monday, ...

Short for Common Business-Oriented Language, COBOL is a dominant code system developed in the late 1950s often used in business data processing, such as payment processing and retail transaction ...

IBM stock dropped 13% on Monday after Anthropic said that its Claude Code tool could be used to automate the modernization of legacy code. IBM mainframes, computers that process a large portion of the ...

IBM still profits from mainframes running decades-old COBOL systems. Anthropic says AI can migrate that software elsewhere.

New z/XDC software expansion improves accessibility and integrates into existing workflows while welcoming a new generation of programmers into mainframing Izzi Software, owner of ColeSoft, the ...

IBM's mainframe systems are still widely used due to their reliability and security. IBM's latest mainframes feature powerful AI acceleration, enabling real-time AI inference workloads. IBM expects ...

The global banking sector is experiencing the most significant technological shift since the introduction of the mainframe. Generative AI has moved from experimentation to board‑level priority in less ...

The White House considers taking a 10% stake in the chip maker, after Donald Trump meets with Intel CEO Lip-Bu Tan, shortly after he demanded Tan's immediate resignation. Is this another example of ...

Installed as an outsider, he engineered a comeback, shifting the company’s focus from a waning mainframe computer business toward consulting and services. By Steve Lohr Louis V. Gerstner Jr., an ...

Lou Gerstner, who led IBM's turnaround in the 1990s, has died, the company told staff. He kept IBM intact and refocused it on customers during a period of crisis. Gerstner reshaped IBM's strategy and ...

The launch of the AI-focused z17 mainframe earlier this year has been a major success. Infrastructure is expected to drive 1.5 percentage points of revenue growth in 2025 for IBM. IBM boosted its ...