Claude Code Challenges IBM Legacy Business As Valuation Discount Widens

Anthropic launched Claude Code, an AI tool aimed at automating modernization of COBOL on mainframes, raising questions about ...

IBM Takes Its Lumps in 2026: Is This a Buy the Dip Opportunity?

International Business Machines (NYSE: IBM) is traded at $229.32 as of February 24, 2026, while the average analyst price target sits at $324.95. That is a gap of roughly 41.7% between where the stock ...

I'm Not Convinced Anthropic's New COBOL Coding Tool Is an Actual Threat to IBM

Most investors jumped to a conclusion on Monday that's not supported by all the facts.
Morningstar

IBM Opens Global RFP for AI-Driven Solutions Shaping the Future of Work and Education

NEW YORK, Feb. 4, 2026 /PRNewswire/ -- IBM (NYSE: IBM) today announced a global request for proposals (RFP) for the next cohort of the IBM Impact Accelerator focused on AI for transformative education ...

IBM: AI-Related Selloff In Software Makes Sense, But Not For IBM

IBM stock analysis: why its mainframes and enterprise software are insulated from AI disruption, with strong FCF and growth forecasts—read macro analysis here.
Network World

IBM wrangles AI agents to work across complex enterprise environments

IBM wants to simplify the design, management and orchestration of AI agents, which will be critical to the billion new applications that will be built with genAI in the coming years. IBM sees an ...
The Business Journals

IBM moves most workers out of RTP as park set for dramatic remake

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min After decades at its 400-acre ...
dbta

IBM Announces Global RFP Process for AI-Driven Solutions Shaping the Future of Work and Education

IBM announced it’s soliciting a global request for proposals (RFP) for the next cohort of the IBM Impact Accelerator focused on AI for transformative education and workforce development. The program ...