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 ...

Following Anthropic's (ANTHRO) product event, Wedbush (IVES) said that competition risk to software is overblown.

AI agents like Claude Code are reshaping software development by automating legacy modernisation and routine coding. A recent ‘casualty’ of this was the legendary firm IBM, whose stocks fell.