Anthropic’s AI-powered computing-coding agent Claude appears easily capable of competing with one of IBM’s core businesses. Worries of this threat sent IBM stock careening on Monday. A deeper dive ...

The market's knee-jerk reaction makes enough superficial sense. Anthropic's AI-powered computer-coding platform Claude can easily help modernize complicated programs written in COBOL (Common ...

IBM announced the z17 family, the latest in its mainframe portfolio, almost exactly a year ago. This introduced an improved ...

IBM (IBM) shares fell 22% year-to-date. A 13% single-day crash followed Anthropic’s Claude Code announcement. IBM’s consulting revenue grew just 3% in Q3. AI coding tools threaten its legacy ...