IBM shares rebound 5% after AI fears fade, as analysts defend its mainframe strength and downplay risks from Anthropic’s ...

On 23 Feb 2026, IBM shares dropped 13%, losing nearly $30B, after Anthropic's Claude AI promised faster COBOL modernization, ...

Druid AI CEO Joe Kim weighs in on why the future of enterprise agents needs a governance-first mindset that supports composability and extensibility.

IBM’s ( IBM) Software and Chief Commercial Officer, Rob Thomas, wrote in a Monday blog post that translating COBOL code isn’t equivalent to modernizing enterprise systems, emphasizing that platform ...

According to Telefónica's Alex Harmand, agentic AI changes how network APIs generate revenue by shifting pricing away from individual API calls toward outcome-based consumption.