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.

Abstract: Based on the strong demand for independent control and the improvement of domestic databases, database localization has become an inevitable trend. In the process of migrating Oracle ...

Investors reacted to Anthropic’s assertion that Claude Code could streamline legacy COBOL modernization, raising concerns about pressure on IBM’s high‑margin mainframe services despite longstanding ...

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

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

IBM's market value drops $25 billion as AI threatens its lucrative COBOL modernization business, sparking a historic stock decline.