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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.

OpenAI and Tesla alum Andrej Karpathy wrote that there was no more "business as usual" in software, thanks to AI.

Discover how Anthropic's AI tool threatens IBM's dominance by modernising COBOL systems, causing a 13.2% stock drop and ...

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

AI agents like Claude Code are reshaping software development by automating legacy modernisation and routine coding. A recent ...

Learn how APT has evolved over seven decades to now a fully-automated AI-assisted manufacturing process, without learning coding.

A single Anthropic blog claiming its AI model Claude can read and modernise COBOL wiped nearly $30 billion off IBM’s market ...

IBM Share Price Drop: "Modernizing a COBOL system once required armies of consultants ⁠spending years ‌mapping workflows.

A blog post from Anthropic caused IBM's market value to drop over $30 billion due to concerns about COBOL. Here's everything ...

IBM or International Business Machines Corp had its worst day on stock market in more than 25 years on Monday, February 23.