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?

Investors wiped $40 billion from IBM's market cap after Anthropic released COBOL translation tools. Analysts say the market ...

International Business Machines (IBM) has been back on investors’ radar after a UBS upgrade and a 7.55% share price move, ...

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

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

IBM sold off large portions of its hardware businessin 2014. The company no longer sells the Intel-based servers that dominate the data center, and it no longer manufactures its own processors.

IBM stock is down 20% from its 52-week high, but the concerns seem overblown.

While International Business Machines (NYSE: IBM) generates most of its revenue from software and consulting services, the company's hardware business is still an important piece of the puzzle. IBM's ...

Forty years after Big Blue introduced the S/360, the zaftig systems are still going strong and finding a way to fit into 21st-century computing. Michael Kanellos is editor at large at CNET News.com, ...

IBM has dominated the mainframe computer business since the category was created four decades ago. And it still gets about one-quarter of its $100 billion in annual revenue from sales, software, ...

Mainframes and AI? Isn't that something like a Model-T Ford with a Tesla motor? Actually, no. Mainframes are as relevant in 2022 as they were in the 1960s. IBM's new IBM z16, with its integrated ...