Business Insider Japan

Claude Codeの新たな用途をアンソロピックが説明した直後、IBM株が暴落

IBMの株価は2月23日に13％下落した。背景には、アンソロピックがブログでClaude Codeの別の用途を説明したことがある。 このツールは、COBOLなどのレガシーコード（旧式のプログラミング言語）の刷新を支援できるとアンソロピックは述べている ...
Securities.io

Anthropic’s Claude Code vs COBOL: IBM Investors React

While Anthropic’s Claude Code grabbed headlines, IBM has been deploying its own generative AI solution, Watsonx Code Assistant for Z, designed to modernize the very mainframes it built. Unlike general ...
The Financial Express

AI hype outpaces reality, says Mphasis delivery head

The surge of attention around recent artificial intelligence releases has amplified fears across markets even though the ...
The Financial Express

Explainer: How Claude Code threatens to disrupt IBM’s mainframe biz

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

Will software engineering profession die in the age of AI? IBM stock bleeds as Claude Code ...

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

AI can rewrite COBOL and IBM investors are panicking

A blog post by Anthropic pointing out that Claude Code can refactor legacy COBOL applications appears to have sent IBM’s share price down by double ...
CIO

Anthropic’s claim that AI can quickly refactor COBOL rattles IBM investors

Investors reacted to Anthropic’s assertion that Claude Code could streamline legacy COBOL modernization, raising concerns about pressure on IBM’s high‑margin mainframe services despite longstanding ...