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's AI advancements, including Granite 3.0 and Red Hat OpenShift AI, are pivotal for future growth, particularly in the consulting business. Despite current macroeconomic challenges, I expect IBM's ...

IBM shares slumped on Monday, February 23, 2026, after Anthropic said its AI could speed up COBOL modernization. The stock fell about 13%, marking IBM’s sharpes ...

The announcement reignited fears that generative AI could disrupt traditional enterprise software and consulting revenue streams ...

IBM's next-gen FlashSystem storage arrays combine agentic AI, hardware-native ransomware detection, and record capacity for ...

The Amazon- and Google-backed AI startup said its latest tool would make it easier to update decades-old business software.

Wednesday IBM informed the approximately 100,000 solution providers that sell IBM software that it is switching from an uncontrolled distribution plan, under which solution providers were free to ...

B of A maintained a Buy rating on IBM with a $270 price forecast, citing its defensive nature and growth potential. The analyst highlighted IBM's Transaction Processing software's crucial role, driven ...

IBM is the latest victim to investor fears about Anthropic's AI code.

IBM and Anthropic have announced a strategic partnership to accelerate the development of enterprise-ready AI by integrating Anthropic’s Claude, one of the world’s most powerful family of large ...

Terms of the agreement weren't disclosed. El Segundo, Calif.-based Gluecode has 18 employees, including key contributors to the Apache Software Foundation. The deal represents IBM's first acquisition ...