Is Claude Code coming for Big Blue? Plus, Boom Supersonic leaves Greensboro site unclear and Duke ups minimum wage in this week’s Open Source.

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.

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 ...

A 70-year-old programming language runs nearly every ATM in America. On Monday, investors decided that's now a problem for IBM. IBM shares crashed 13.2% after AI startup Anthropic said its Claude Code ...

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 ...

IBM just got hit with one of its worst single-day drops in years. Shares fell over 13.2% on Feb. 23, 2026, closing at $223.35. The culprit? Anthropicannounced its Claude Code tool could automate much ...

IBM (NYSE: IBM) shares are rebounding Tuesday after plunging more than 13% Monday following concerns about AI disruption. The ...

The AI scare trade is taking no prisoners. And I mean no prisoners. IBM ( IBM) stock sold off to the tune of 13.5% on Monday after Anthropic ( ANTH.PVT) renewed fears that AI code assistants could ...

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

IBM ( IBM 0.87%) stock got hit hard in Monday's trading as fears that artificial-intelligence (AI) technologies could disrupt the company's common business-oriented language (COBOL) tech stack. The ...

IBM stock plunged on Claude Code COBOL fears, but Jefferies says IBM’s watsonx is already modernizing mainframes with GenAI—read more now.

IBM stock rebounded on Tuesday, climbing around 4% to $234.68, as investors reassessed the previous day’s steep decline and ...