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.

IBM stock falls after Anthropic says AI can now modernize old software

IBM still profits from mainframes running decades-old COBOL systems. Anthropic says AI can migrate that software elsewhere. IBM stock was down 10% on Monday afternoon after Anthropic published a blog ...
The Information

IBM Stock Tanks After Anthropic Says Claude Code Can Modernize Legacy Code

IBM stock dropped 13% on Monday after Anthropic said that its Claude Code tool could be used to automate the modernization of legacy code. IBM mainframes, computers that process a large portion of the ...

Anthropic's latest Claude Code update triggers massive IBM stock selloff, shares down 13.2% in a day

IBM shares fell 13.2%, suffering their worst day since 2000, at $223.35 per share, after Anthropic shared an update regarding ...
Hosted on MSN

This small-cap growth stock has been hit hard by the rise of artificial intelligence. But it could turn into a vibe coding giant.

The rise of vibe coding has displaced the need for some software. Smart marketing has benefited this company's core business, enabling it to benefit from scale. The stock currently trades for a very ...
Seeking Alpha

Alphabet Is Diving Feet First Into AI Coding

Alphabet will be reporting Q2'25 earnings on July 23, 2025; I expect strong, margin-accretive revenue growth for Alphabet in Q2’25, forecasting $93.75B revenue and $2.25 EPS. AI compute capacity, ...
The Globe and Mail

This Small-Cap Growth Stock Has Been Hit Hard By the Rise of Artificial Intelligence. But It Could Turn Into a Vibe Coding Giant.

Smart marketing has benefited this company's core business, enabling it to benefit from scale. The stock currently trades for a very low earnings multiple on fears of AI disruption. Artificial ...