IBM Faces Worst Month Since 1992 — Is Anthropic The New Dot-Com Moment?

As of Tuesday's close, International Business Machines Inc. IBM is down 25% month-to-date — putting the stock on pace for its ...

IBM Lost $31 Billion in 1 Day on AI Fears. Should You Buy the Dip?

Are AI tools from Anthropic and other players on the verge of disrupting IBM's growth story?

IBM's Anthropic-induced sell-off overlooks the fact it's disrupting itself: Jefferies

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 falls after Anthropic says AI can now modernize old software

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 ...