IBM stock has tumbled 20.6% in three months after Anthropic's Claude Code threatened its legacy COBOL moat - can hybrid cloud and watsonx offset the risk?

New AI coding tools are accelerating legacy system modernization, raising opportunities and risks for banks, enterprises, and ...

IBM stock analysis: why its mainframes and enterprise software are insulated from AI disruption, with strong FCF and growth ...

IBM Corp. beat expectations on second-quarter earnings and revenue today, aided by strong sales of new mainframe hardware that’s capable of processing vast amounts of data for artificial intelligence ...

On3, 2026, Anthropic unveiled Claude Code, an AI tool capable of modernizing decades-old COBOL systems in months rather than years.

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.

AI adoption is accelerating among mainframe users, and it’s spurring increased usage of the big iron platform, according to Kyndryl’s annual State of Mainframe Modernization Survey. Most mainframe ...

The global banking sector is experiencing the most significant technological shift since the introduction of the mainframe. Generative AI has moved from experimentation to board‑level priority in less ...

When the next generation of IBM mainframe, the z17, makes its anticipated summer debut, it will be outfitted with multiple technologies aimed at making the Big Iron mainframe the ultimate AI server.

Kyndryl (NYSE: KD), a leading provider of mission‑critical enterprise technology services, today announced it has been named ...

IBM has unveiled its newest mainframe computer, the Z17, which it claims has redefined artificial intelligence (AI) at scale. The next generation of the company’s mainframe system is powered by an IBM ...

IBM on Tuesday announced the newest version of its famous mainframe: the IBM z17. Powered by the latest IBM Telum II processor, IBM z17 culminates five years of research and development. It features ...