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consultants\"",[],[10,11,12,13,14,15,16,17,18,19,20,21,22,23,24,25,26,27,28,29,30,31,32,33,21,34,35,36,37,38,39,40,41,42,43,44,45,46,47,48,49,50,51,52,53,54,55,56,57,58,59,60,61,62,63,64,65,66,67,21,45,68,45,69,70,45,71,37,72,73,74],"https://news.stocktwits-cdn.com/large_Getty_Images_2170386387_jpg_600d460275.webp","https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2243780205/image_2243780205.jpg?io=getty-c-w1536","https://assets.bwbx.io/images/users/iqjWHBFdfxIU/ikD2FqJdFUis/v3/620x-1.jpg","https://img.etimg.com/thumb/msid-128738535,width-1200,height-900,resizemode-4,imgsize-72191/infosys-stock-price-live-updates-24-feb-2026.jpg","https://www.investors.com/wp-content/uploads/2017/10/stock-IBM-02-shutter.jpg","https://www.livemint.com/lm-img/img/2026/02/24/1600x900/logo/IBM-Confluent-0_1771926484437_1771926499931.jpg","https://i0.wp.com/nextbigwhat.com/wp-content/uploads/2024/02/18ec0-cropped-nbw-icon-2022.png?fit=512%2C512&ssl=1","https://m.economictimes.com/thumb/msid-128729843,width-1200,height-900,resizemode-4,imgsize-69362/ibm-stock-falls-13-1-after-anthropic-launches-ai-tool-to-modernize-cobol-code.jpg","https://daily.fattail.com.au/wp-content/uploads/2026/02/FAT20260224_1_484.jpg","https://news.stocktwits-cdn.com/large_Bitcoin_new_b2128e67d9.webp","https://www.binance.com/bapi/fe/resource/image?image=aHR0cHM6Ly9wdWJsaWMuYm5ic3RhdGljLmNvbS9zdGF0aWMvY29udGVudC9zcXVhcmUvaW1hZ2VzLzYyOWY1ODcwYjA0ODQyYmQ4Y2NlN2YzYTgyYTJhODk4LnBuZw==&level=md","https://images.wsj.net/im-925349/social","https://editorial-assets.benzinga.com/wp-content/uploads/2026/02/24000751/image-546.png","https://cdn.benzinga.com/files/images/story/2026/02/23/Close-Up-Of-Corner-Of-Office-Building-Fe.jpeg?width=1200&height=800&fit=crop","https://www.filmogaz.com/uploads/images/202602/image_870x_699d03cfdc9a5.webp","https://www.ebc.com/upload/default/20260224/05028694f5a78ea8f87588f4ee263f44.jpg","https://dr46azxe5rdcu.cloudfront.net/wp-content/uploads/2025/11/05125101/ih0Uj81FVVWfzX2mnord-0-fqy8q-1-852x485.jpg","https://www.chosun.com/resizer/v2/VCX6MLQBCFL3RADZD7A2IZWMB4.jpg?auth=0fff155695d129c27d539b0005ada9af80a10ba528449c1abc9d1ee3d1bcca54&width=616","https://d15shllkswkct0.cloudfront.net/wp-content/blogs.dir/1/files/2026/02/Unsplash3.png","https://static.toiimg.com/thumb/msid-128740476,width-1280,height-720,imgsize-128926,resizemode-4,overlay-toi_sw,pt-32,y_pad-600/photo.jpg","https://blog.tipranks.com/wp-content/uploads/2022/09/shutterstock_1850070496-750x406.jpg","https://i.gzn.jp/img/2026/02/24/ibm-ai-casualty-anthropic-claude-code-cobol/02.jpg","https://cdn.techinasia.com/wp-content/uploads/2025/04/1744092042_shutterstock_1027690771-750x373.jpg","https://imageio.forbes.com/specials-images/imageserve/699d9dc702cdcaf80fc1d486/0x0.jpg?format=jpg&height=600&width=1200&fit=bounds","https://blog.tipranks.com/wp-content/uploads/2026/02/shutterstock_2663504021-750x406.jpg","https://images.cnbctv18.com/uploads/2025/11/gareema-feature-images-40-2025-11-e63c3b0a3b2893ae5fbdb2079399bd80.jpg?impolicy=website&width=1200&height=900","https://assets.bwbx.io/images/users/iqjWHBFdfxIU/is5awTnCBWDA/v1/-1x-1.webp","https://images.barrons.com/im-744235?width=700&height=466","https://blog.tipranks.com/wp-content/uploads/2022/09/shutterstock_1975936445-750x406.jpg","https://daijiworld.ap-south-1.linodeobjects.com/Linode/images3/ai_240226_1.jpg","https://cdn.benzinga.com/files/images/story/2026/02/24/Milan--Italy--July-29--2024---Sign-Of-Ib.jpeg","https://fortune.com/img-assets/wp-content/uploads/2026/02/GettyImages-1241894291-e1771896860165.jpg?format=webp&w=1440&q=100","https://cdn.mos.cms.futurecdn.net/FdMFQdeNn52dwag7FqiUUo-1200-80.jpg","https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/large_ibm_signage_mwc_resized_28f91e1a63.jpg","https://the420.in/wp-content/uploads/2025/10/DEFENSE-MODEL.jpg","https://images.mktw.net/im-14404617?width=1260&height=840","https://cassette.sphdigital.com.sg/image/straitstimes/51f0aaac143bfb50eccbb80d76a3ea1a4a1ef8e895a2af7de6abcbf9019ff7d1","https://imageio.forbes.com/specials-images/imageserve/699cbd10359bca15461030a1/IBM-Job-Cuts/0x0.jpg?crop=2949,1658,x0,y0,safe&height=399&width=711&fit=bounds","https://m.economictimes.com/thumb/msid-128738435,width-1200,height-900,resizemode-4,imgsize-83602/infosys-wipro-other-it-stocks-in-focus-as-anthropic-delivers-new-shock-adrs-tumble-up-to-5.jpg","https://www.forbes.com.au/wp-content/uploads/2026/02/0x0-1-3.webp?w=1024","https://img-s-msn-com.akamaized.net/tenant/amp/entityid/AA1WWpId.img?w=768&h=432&m=6","https://image.blockchain.news/features/DC3788979712BF4DFF603597AAC46E7C52F8B5EF76BC21453D757F37CDB271FE.jpg","https://images.fastcompany.com/image/upload/f_webp,c_fit,w_1920,q_auto/wp-cms-2/2026/02/p-1-91497326-how-anthropic-is-breaking-cobol-and-why-thats-tanking-ibm-stock.jpg","https://img.digitimes.com/newsshow/20260224vl200_files/2_b.jpg","https://s3.amazonaws.com/wp-uploads-trefis/articles/wp-content/uploads/2025/09/30062439/Dip-Buyer-300x200.png","https://newsfile.futunn.com/public/NN-PersistNewsContentImage/7781/20260224/69124212-0-4e9bd620c80708139e4631b7a849c79f.png/big","https://diplo-media.s3.eu-central-1.amazonaws.com/2026/02/138060-1.jpg","https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2181778905/image_2181778905.jpg?io=getty-c-w1280","https://sherwoodnews.imgix.net/mwphzyq69oso/en-US/assets/files/2205536206_20-march-2025-bavaria-munich-the-ibm-logo-at-the-headquarters-of-ibm-germany-in-the-highlight.jpg?w=1600","https://cdn.zonebourse.com/static/resize/1200/675//images/reuters/2025-01-16T144614Z_1_LYNXMPEL0F0MK_RTROPTP_3_MARKETS-STOCKS.JPG","https://blog.tipranks.com/wp-content/uploads/2026/02/scaryai-750x406.jpg","https://tii.imgix.net/global/defaults/article_image_unavailable.jpg","https://www.quiverquant.com/images/ibm_rect_new.png","https://www.livemint.com/lm-img/img/2026/02/24/1600x900/logo/RETAIL-NRF-CONFERENCE-29_1771895142548_1771895151588.JPG","https://images.moneycontrol.com/static-mcnews/2026/02/20260224051342_IBM.jpg?impolicy=website&width=1600&height=900","https://regmedia.co.uk/2020/04/05/game_over_green_screen.jpg","https://www.reuters.com/resizer/v2/K6OQ2YF7XZIONGDUPQ64IMANUQ.jpg?auth=fdac4b09ead81456ca28ead93dc49f96eb6dd96bd20cca7cee99018c14eca9e6&width=1920&quality=80","https://news.finterra.ai/wp-content/uploads/2026/02/6f417dc2-bf69-40cd-86cb-a2396bc6c001-1024x683.png","https://assets.bwbx.io/images/users/iqjWHBFdfxIU/i0ld2bbkcKA0/v0/1920x1080.png","https://www.samco.in/knowledge-center/wp-content/uploads/cache/2026/02/IBM-Share-Price-Crashes-13_-on-Wall-Street-Stock-Market-Today-Sees-Indian-IT-Stocks-Fall-Up-to-6_/1461831795.jpg","https://thumbor.evrimagaci.org/ubyTrlLx_nh6ICQAv78dIdl4Wms=/1200x0/filters:quality(85)/tpg/sources/c6306648-4910-47c2-a6af-5d64575d02aa.jpeg","https://images.barrons.com/im-424721?width=700&height=466","https://static.toiimg.com/thumb/msid-128744947,width-1280,height-720,imgsize-37936,resizemode-4,overlay-toi_sw,pt-32,y_pad-600/photo.jpg","https://upload.techflowpost.com/upload/images/20260224/20260224013904651150.jpeg","https://imageio.forbes.com/specials-images/imageserve/699d3b34416287284c20db88/In-this-photo-illustration--the-International-Business---/0x0.jpg?format=jpg&width=480","**The Core Disruption: AI Commoditizes High-Margin Consulting Services**\n\nOn February 23, 2026, IBM's stock experienced its worst single-day performance since March 2020 (down 13.2%), with the month-to-date decline reaching 26.8%—positioning it for the worst month since December 1992. The catalyst: **Anthropic's announcement of Claude Code capabilities that automate COBOL modernization**, a process historically requiring months or years of specialized consulting teams and generating substantial revenue for IBM's infrastructure and consulting divisions.\n\nThis event represents a critical inflection point for e-commerce sellers relying on enterprise software infrastructure. COBOL powers 95% of U.S. ATM transactions and critical systems in banking, travel, insurance, and government sectors—the exact verticals where many enterprise sellers source products, manage payment processing, and coordinate logistics. IBM's Z mainframe business achieved 48% year-over-year growth in Q4 2025 (its highest revenue in 20 years) and the company had accumulated $12.5 billion in cumulative generative-AI business by year-end 2025. However, **Claude Code can map dependencies across thousands of code lines, identify risks, and compress modernization timelines from years to quarters**, directly eliminating the consulting-dependent business model that generated IBM's premium margins.\n\n**The Broader Market Signal: SaaS and Payment Infrastructure Vulnerability**\n\nThe February 22-23 \"AI scare trade\" triggered by Citrini Research's bearish report extended beyond IBM to payment processing companies, software-as-a-service (SaaS) providers, and delivery platforms—the exact infrastructure layer that cross-border e-commerce sellers depend on for inventory management, payment processing, and logistics optimization. Economist Nassim Taleb warned of potential software company bankruptcies, and institutional investors immediately reassessed positions in companies perceived as vulnerable to AI-driven disruption. This signals that **AI commoditization is eroding pricing power and consulting margins across the entire enterprise software stack**.\n\nFor e-commerce sellers, this creates two immediate risks: (1) **SaaS provider financial instability** affecting service reliability and pricing for critical tools like inventory management, payment gateways, and 3PL logistics platforms, and (2) **accelerated automation of backend systems** that previously required expensive consulting services, potentially reducing costs for competitors who adopt AI-powered modernization. IBM's competing Watsonx AI platform (which can refactor COBOL into Java and assist with code comprehension) demonstrates that even legacy tech giants are racing to commoditize their own consulting revenue streams.\n\n**Automation Opportunities for Sellers: Immediate AI Wins**\n\nThe market's sharp reaction reveals that **AI automation is now accessible to broader customer bases**, not just enterprise consulting firms. Sellers managing complex backend systems can immediately leverage Claude Code or similar AI tools to: (1) **automate legacy system modernization** (reducing consulting costs by 60-80%), (2) **accelerate payment processing system upgrades** (compressing timelines from 12-18 months to 3-6 months), and (3) **optimize inventory management system migrations** (eliminating manual code analysis that previously required 500+ consulting hours). The time savings are substantial: Claude Code can surface risks that would take human teams months to identify, enabling teams to modernize systems in quarters instead of years.\n\n**Strategic Implications: Competitive Advantage Through AI Adoption**\n\nSellers who adopt AI-powered automation for backend system modernization gain a 6-12 month competitive advantage over those relying on traditional consulting services. This advantage compounds as modernized systems enable faster payment processing, more reliable inventory tracking, and improved logistics coordination—all critical for cross-border operations. Conversely, sellers dependent on SaaS providers experiencing financial stress (due to the AI scare trade) face potential service disruptions or pricing increases as these companies struggle to maintain margins in an AI-commoditized landscape.\n\nThe market's 26.8% decline in IBM's stock over February reflects investor concerns that **AI automation fundamentally reshapes the economics of legacy system modernization**, a cornerstone of enterprise consulting. For e-commerce sellers, this is both an opportunity (adopt AI automation to reduce costs) and a risk (monitor SaaS provider stability as they face margin compression).",[77,80,83,86,89,92,95],{"title":78,"answer":79,"author":5,"avatar":5,"time":5},"How does Claude Code's COBOL automation affect e-commerce sellers relying on legacy payment systems?","Claude Code can compress COBOL modernization timelines from years to quarters by automating dependency mapping and risk identification that previously required months of human analysis. For e-commerce sellers, this means payment processing systems can be modernized faster and at lower cost (60-80% reduction in consulting expenses). However, it also signals that SaaS providers and payment processors face margin compression, potentially affecting their investment capacity and service development. Sellers should monitor their payment gateway providers' financial stability and consider accelerating system modernization projects to capture cost savings before consulting rates adjust downward.",{"title":81,"answer":82,"author":5,"avatar":5,"time":5},"What is the AI scare trade, and how does it impact cross-border e-commerce operations?","The AI scare trade refers to the February 22-23, 2026 market downturn triggered by Citrini Research's bearish report on AI's disruptive potential across software and payment processing industries. The report prompted institutional investors to reassess positions in companies perceived as vulnerable to AI-driven disruption, causing IBM to experience its worst single-day plunge in 25 years while delivery, payments, and software companies saw substantial share declines. For cross-border sellers, this creates operational risk: SaaS providers for inventory management, payment processing, and logistics optimization face investor scrutiny and potential operational challenges. Sellers should monitor these companies' financial announcements and consider building redundancy into critical infrastructure dependencies.",{"title":84,"answer":85,"author":5,"avatar":5,"time":5},"Why did IBM's stock decline 26.8% in February 2026, and what does this mean for sellers?","IBM's stock collapsed because Anthropic's Claude Code announcement directly threatened IBM's consulting-dependent business model for COBOL modernization—historically a high-margin revenue stream. IBM's Z mainframe business had achieved 48% year-over-year growth in Q4 2025, but the market immediately reassessed the sustainability of these margins as AI automation became accessible to broader customer bases. For sellers, this signals that enterprise software infrastructure providers face pricing pressure and potential service disruptions as they struggle to maintain margins. Sellers dependent on IBM cloud services, payment processing platforms, or logistics software should diversify provider relationships and monitor these companies' quarterly earnings for signs of margin compression or service investment cuts.",{"title":87,"answer":88,"author":5,"avatar":5,"time":5},"How can sellers immediately leverage AI automation to reduce backend system costs?","Sellers can use Claude Code or similar AI tools to automate legacy system modernization, payment processing system upgrades, and inventory management system migrations. The time savings are substantial: Claude Code can surface risks that would take human teams months to identify, enabling modernization in quarters instead of years. Sellers managing complex backend systems can reduce consulting costs by 60-80% by adopting AI-powered automation. Immediate actions include: (1) auditing current backend systems for modernization opportunities, (2) evaluating Claude Code or competing AI tools for code analysis and refactoring, (3) prioritizing payment processing and inventory management system upgrades, and (4) documenting cost savings to justify investment in AI tools. The competitive advantage window is 6-12 months before consulting rates adjust downward.",{"title":90,"answer":91,"author":5,"avatar":5,"time":5},"Which specific seller tools and platforms are most vulnerable to the AI scare trade?","Payment processing companies, inventory management SaaS providers, and logistics optimization platforms are most vulnerable because they face investor scrutiny regarding AI's disruptive potential on their business models. Companies like Stripe, Square, ShipStation, and 3PL logistics providers experienced stock declines during the AI scare trade. These platforms are critical infrastructure for cross-border sellers managing payment processing, inventory tracking, and fulfillment. Sellers should review their vendor contracts for price escalation clauses, evaluate alternative providers, and assess whether these companies are investing in AI capabilities to maintain competitive positioning. A 6-12 month competitive advantage exists for sellers who proactively modernize backend systems before consulting costs increase.",{"title":93,"answer":94,"author":5,"avatar":5,"time":5},"How does AI automation of consulting services create opportunities for mid-market sellers?","AI automation democratizes access to backend system modernization capabilities previously available only to large enterprises with consulting budgets. Mid-market sellers can now leverage Claude Code or similar tools to modernize payment processing systems, inventory management platforms, and logistics infrastructure at a fraction of traditional consulting costs (60-80% reduction). This creates a 6-12 month competitive advantage window where mid-market sellers can modernize systems faster and cheaper than competitors still relying on traditional consulting services. Specific opportunities include: (1) accelerating payment processing system upgrades to enable faster settlement and reduced fraud, (2) modernizing inventory management to improve real-time visibility across fulfillment networks, and (3) optimizing logistics systems to reduce shipping costs and improve delivery times. The key is acting quickly before consulting rates adjust downward and the competitive advantage window closes.",{"title":96,"answer":97,"author":5,"avatar":5,"time":5},"What should sellers monitor regarding IBM and competing enterprise software providers?","Sellers should monitor quarterly earnings reports, service announcements, and pricing changes from IBM, Salesforce, Oracle, and other enterprise software providers for signs of margin compression or service investment cuts. Key indicators include: (1) consulting revenue growth rates (declining growth signals margin pressure), (2) AI platform investment announcements (indicating competitive response to commoditization), (3) pricing changes for cloud services and infrastructure (potential increases to offset margin loss), and (4) M&A activity (potential acquisitions of AI-powered automation companies). Sellers relying on these providers should diversify relationships, evaluate alternative platforms, and consider accelerating system modernization projects to lock in current pricing before rates increase. The February 2026 market reaction demonstrates that investor sentiment can shift rapidly when AI disruption becomes apparent.",[99,104,108,112,116,120,124,128,132,136,140,144,148,152,155,158,162,166,170,174,178,182,186,190,194,198,202,207,211,214,217,221,225,230,234,238,242,245,249,253,257,261,265,269,272,276,280,284,288,292,296,300,304,307,311,315,318,322,326,330,333,337,341,344,348,352,356,360,364,368,372,376,380,384,388,392,396,400,404,408,412,416,420,424,428,432],{"id":100,"title":101,"source":102,"logo":64,"time":103},472570,"IBM share price falls 13% as Anthropic says Claude can streamline COBOL code: Why did it trigger crash...","https://www.moneycontrol.com/news/business/markets/ibm-falls-13-as-anthropic-says-claude-can-streamline-cobol-code-why-did-it-trigger-crash-among-indian-it-stocks-13840759.html","2D AGO",{"id":105,"title":106,"source":107,"logo":5,"time":103},471437,"IBM (IBM): Analyst Maintains Buy Rating Despite Stock Decline","https://www.gurufocus.com/news/8644138/ibm-ibm-analyst-maintains-buy-rating-despite-stock-decline",{"id":109,"title":110,"source":111,"logo":39,"time":103},471438,"International Business Machines tumbles 13% amid AI disruption fears; biggest fall in 25 years","https://www.daijiworld.com/news/newsDisplay?newsID=1307378",{"id":113,"title":114,"source":115,"logo":54,"time":103},472568,"Is International Business Machines Stock’s 29% Drop A Bargain?","https://www.trefis.com/stock/ibm/articles2/591379/is-international-business-machines-stocks-29-drop-a-bargain/2026-02-24",{"id":117,"title":118,"source":119,"logo":57,"time":103},472569,"IBM falls most since 2000 after Anthropic COBOL AI claims; Thomas says translation isn’t modernization","https://seekingalpha.com/news/4555580-ibm-falls-most-since-2000-after-anthropic-cobol-ai-claims-thomas-says-translation-isnt-modernization",{"id":121,"title":122,"source":123,"logo":45,"time":103},474746,"IBM’s stock heads for worst month in 34 years — and Anthropic is partly to blame","https://www.marketwatch.com/story/ibms-stock-heads-for-worst-month-in-34-years-and-anthropic-is-partly-to-blame-cfef2c5f?gaa_at=eafs&gaa_n=AWEtsqfZ22nIklWrnAy74ejvxlp4pZiCoqgqahQ3h8ZXESrJrKXpuYB7hu0y&gaa_ts=699dcfce&gaa_sig=2isBOG0n2u4E2LFViFGOH4HFo_V5ttkjf16gFSUBcew9uCW8184rT0LsnYcI1JPkY2Jg8CwmhKPVqklLHtFCTA%3D%3D",{"id":125,"title":126,"source":127,"logo":32,"time":103},471439,"IBM drops 13% after Anthropic promotes AI coding tool","https://www.techinasia.com/news/ibm-drops-13-after-anthropic-promotes-ai-coding-tool",{"id":129,"title":130,"source":131,"logo":41,"time":103},473739,"IBM gets a taste of the Anthropic treatment (or, vibe coding panic comes for the Cobol cowboys)","https://fortune.com/2026/02/24/ibm-anthropic-treatment-vibe-coding-panic-cobol-cowboys/",{"id":133,"title":134,"source":135,"logo":37,"time":103},471473,"U.S. Indexes Closed Down Monday; IBM Posted Biggest Loss","https://www.barrons.com/articles/u-s-indexes-closed-down-monday-ibm-posted-biggest-loss-04592a90?gaa_at=eafs&gaa_n=AWEtsqcwkcO9e20WGhJbOYhkjQfhAjNcs89F08hFRby0n0ch0MWhJyrKDhdF&gaa_ts=699d271a&gaa_sig=3dgbzNDUXAwQSs21FhUXltdwQkCunT_0IyTwfNhzsxbDZUHdcFKyo85PJ6B_2qO97nTFcYsscalEsR49JBXU4Q%3D%3D",{"id":137,"title":138,"source":139,"logo":5,"time":103},471594,"Taleb, Citrini Fuel AI Scare Trade as IBM Drops Most in 25 Years","https://finance.yahoo.com/news/software-payments-shares-tumble-citrini-162303649.html",{"id":141,"title":142,"source":143,"logo":62,"time":103},471471,"IBM shares slide 13% as investors react to a new AI tool aimed at modernizing COBOL systems","https://www.quiverquant.com/news/IBM+shares+slide+13%25+as+investors+react+to+a+new+AI+tool+aimed+at+modernizing+COBOL+systems",{"id":145,"title":146,"source":147,"logo":5,"time":103},471592,"IBM stock plunges after AI tool targets its legacy systems","https://www.detroitnews.com/story/business/2026/02/23/ibm-shares-plummet-after-anthropic-says-ai-can-modernize-cobol/88836143007/",{"id":149,"title":150,"source":151,"logo":17,"time":103},471472,"IBM stock falls 13.1% after Anthropic launches AI tool to modernize COBOL code","https://m.economictimes.com/news/international/us/ibm-stock-falls-13-1-after-anthropic-launches-ai-tool-to-modernize-cobol-code/articleshow/128729843.cms",{"id":153,"title":122,"source":154,"logo":45,"time":103},471593,"https://www.marketwatch.com/story/ibms-stock-heads-for-worst-month-in-34-years-and-anthropic-is-partly-to-blame-cfef2c5f?gaa_at=eafs&gaa_n=AWEtsqdaODfi-6waStqbOGeB9kLV_kcIq7mV5c-xu_ZrrSW1RwKz7Xg6OGQl&gaa_ts=699d271a&gaa_sig=_inD4lduGLPECDzTC9Id93BhImrQa9pkPWnWnP6kDaEOlDNM4sR12cFaqDZZHIOwCxOba2xfF3F6j820BL2tbg%3D%3D",{"id":156,"title":106,"source":157,"logo":5,"time":103},472566,"https://www.gurufocus.com/news/8644138/ibm-ibm-analyst-maintains-buy-rating-despite-stock-decline?mobile=true",{"id":159,"title":160,"source":161,"logo":71,"time":103},474745,"IBM, CrowdStrike, Other AI-Battered Stocks Struggle to Rebound. It’s a Long Road Back.","https://www.barrons.com/articles/ibm-stock-crowdstrike-datadog-anthropic-ai-015ce5d1?gaa_at=eafs&gaa_n=AWEtsqcA0TN6EsguYxyAWhUyUscORzTU4x8Sh_ytBYlQfDpWYhxUtta4Cqmb&gaa_ts=699dcfce&gaa_sig=xt-b2s2ZbjgmHhvzjaPY6Q0fghm-rNPSU75Yzp1o2D8NRprsUDRQ2KOFVKYMFoIBAry3CzwbTQP3Wwq_jRcPRw%3D%3D",{"id":163,"title":164,"source":165,"logo":27,"time":103},472567,"Anthropic AI Shakes IT Stocks, IBM Plummets","https://www.chosun.com/english/industry-en/2026/02/24/P7WG6O7LYZFM7IGTYFHB63OQW4/",{"id":167,"title":168,"source":169,"logo":70,"time":103},472565,"Anthropic AI Tool Triggers Historic IBM Stock Plunge","https://evrimagaci.org/gpt/anthropic-ai-tool-triggers-historic-ibm-stock-plunge-531263",{"id":171,"title":172,"source":173,"logo":47,"time":103},472580,"IBM Becomes Latest Victim Of Anthropic’s AI Developments","https://www.forbes.com/sites/tylerroush/2026/02/23/ibm-shares-plummet-13-worst-day-since-2000-after-anthropic-launches-programming-ai-tool/",{"id":175,"title":176,"source":177,"logo":60,"time":103},474681,"IBM Stock Steadies But More Victims Lie in Wait From the AI Scare Trade","https://www.tipranks.com/news/ibm-stock-steadies-but-more-victims-lie-in-wait-from-the-ai-scare-trade",{"id":179,"title":180,"source":181,"logo":42,"time":103},474680,"Anthropic's new AI tool can write 67-year-old COBOL code, which sends 115-year-old IBM's stock tumbling by 13% — IBM stock has worst day in 26 years, down 25% MoM and counting","https://www.tomshardware.com/tech-industry/big-tech/ibm-stock-takes-a-13-percent-whiplash-after-anthropic-announces-an-ai-tool-for-writing-cobol-code-stock-has-worst-day-since-2000-and-is-down-25-percent-mom-and-counting",{"id":183,"title":184,"source":185,"logo":55,"time":103},471448,"Anthropic bets on the revolution of legacy systems as Meitu plunges nearly 9%.","https://news.futunn.com/en/post/69124212/anthropic-bets-on-the-revolution-of-legacy-systems-as-meitu",{"id":187,"title":188,"source":189,"logo":22,"time":103},473748,"Wall Street Should Worry More About AI Than Crypto, Says Changpeng Zhao As Anthropic's Latest Announcement Hammers IBM Stock","https://finviz.com/news/319682/wall-street-should-worry-more-about-ai-than-crypto-says-changpeng-zhao-as-anthropics-latest-announcement-hammers-ibm-stock",{"id":191,"title":192,"source":193,"logo":16,"time":103},471449,"IBM shares hit new lows as AI startup highlights Cobol modernization","https://nextbigwhat.com/2026/02/24/ibm-shares-hit-new-lows-as-ai-startup-highlights-cobol-modernization/",{"id":195,"title":196,"source":197,"logo":69,"time":103},473747,"IBM Share Price Falls 13%, Indian IT Stocks Drop Up To 6% | Stock Market Today Shock","https://www.samco.in/knowledge-center/articles/ibm-share-price-crashes-13-on-wall-street-stock-market-today-sees-indian-it-stocks-fall-up-to-6/",{"id":199,"title":200,"source":201,"logo":5,"time":103},471446,"IBM Slid After An AI Startup Took Aim At Mainframes","https://finimize.com/content/ibm-slid-after-an-ai-startup-took-aim-at-mainframes",{"id":203,"title":204,"source":205,"logo":21,"time":206},472579,"IBM Stock Posts Worst Decline in 25 Years on AI Threat","https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-tariffs-02-23-2026/card/ibm-stock-posts-worst-decline-in-25-years-on-ai-threat-0fipXaIOnuSaXgnTcToG?gaa_at=eafs&gaa_n=AWEtsqcNCznPGxDkdYU4KvVHXT2lU-B2aaoZvmMuq7jAk_aWacuzLzAkBEeT&gaa_ts=699d5f5a&gaa_sig=nSfEtS5W_LFUUOMChtmf6Gmb96mOzOgGhougvo0PJUPueNhThnpf2LCz3AcIZx6ePC-a4iJUudmFUWVm8_XQqQ%3D%3D","3D AGO",{"id":208,"title":209,"source":210,"logo":13,"time":103},473746,"Infosys Share Price Live Updates: IBM shares sink 13%, record steepest drop in 25 years after Anthropic s...","https://m.economictimes.com/markets/stocks/stock-liveblog/infosys-stock-price-live-updates-24-feb-2026/liveblog/128738535.cms",{"id":212,"title":122,"source":213,"logo":45,"time":103},473900,"https://www.marketwatch.com/story/ibms-stock-heads-for-worst-month-in-34-years-and-anthropic-is-partly-to-blame-cfef2c5f?gaa_at=eafs&gaa_n=AWEtsqdBbyxy7aM_p7ZO2BLYREum_PpsTDDOAnVUZx6TDk-6gzkiLNQ7mfrO&gaa_ts=699d988f&gaa_sig=5SgpwLp5iDczQEL98s3RIgWypNQHiwUlfgdY1z9JY_u475FwQBJr7Du1QEtm-0zONBibAkUCQ9iuRUnoBxoWvA%3D%3D",{"id":215,"title":138,"source":216,"logo":12,"time":103},474714,"https://www.bloomberg.com/news/articles/2026-02-23/software-payments-shares-tumble-after-citrini-post-on-ai-risks",{"id":218,"title":219,"source":220,"logo":26,"time":103},471447,"Dow Jones Leads Market Lower as IBM Stock Plunges 33% Monthly on Anthropic AI Tool","https://www.fxleaders.com/news/2026/02/23/dow-jones-leads-market-lower-as-ibm-stock-plunges-33-monthly-on-anthropic-ai-tool/",{"id":222,"title":223,"source":224,"logo":72,"time":103},473745,"IBM stock suffers worst single-day drop in 25 years over Anthropic’s COBOL tool: What it is and why it wi","https://timesofindia.indiatimes.com/technology/tech-news/ibm-stock-suffers-worst-single-day-drop-in-25-years-over-anthropics-cobol-tool-what-it-is-and-why-it-wiped-billions-of-dollar-for-ibm/articleshow/128744951.cms",{"id":226,"title":227,"source":228,"logo":5,"time":229},474713,"AI scare trade casualty: IBM","https://finance.yahoo.com/news/ai-scare-trade-casualty-ibm-142611356.html","1D AGO",{"id":231,"title":232,"source":233,"logo":20,"time":103},473749,"Wendyy_(@wendyr9)'s insights","https://www.binance.com/en/square/post/294963202137921",{"id":235,"title":236,"source":237,"logo":59,"time":103},471440,"Lost in Translation: What the AI code debate keeps getting wrong","https://www.marketscreener.com/news/lost-in-translation-what-the-ai-code-debate-keeps-getting-wrong-ce7e5dd3dd8cf325",{"id":239,"title":240,"source":241,"logo":19,"time":103},472573,"Bitcoin's Price Drops Below $63K After IBM's Worst Day In 25 Years – Triggers $370 Million Liquidation Wave","https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-price-drops-below-63-k-after-ibm-s-worst-day-in-25-years/cZRvmBAR4zX",{"id":243,"title":122,"source":244,"logo":45,"time":103},472694,"https://www.marketwatch.com/story/ibms-stock-heads-for-worst-month-in-34-years-and-anthropic-is-partly-to-blame-cfef2c5f?gaa_at=eafs&gaa_n=AWEtsqdUstF84aS4fvw2li5UJJK4LGYToX48GWKis8DtFJI6LtKkXEPNsdug&gaa_ts=699d5f5a&gaa_sig=xwiVCvAMuykF2Z9reG_EsY5R4sVutsIsICMkQiomEaVhhid3caAskwlHCowTbgJ0W96kv3RACVsWJ17TvB8xAQ%3D%3D",{"id":246,"title":247,"source":248,"logo":56,"time":103},473740,"AI drives faster modernisation of legacy COBOL systems","https://dig.watch/updates/ai-drives-modernisation-of-legacy-cobol-systems",{"id":250,"title":251,"source":252,"logo":48,"time":103},471441,"Infosys, Wipro, other IT stocks in focus as Anthropic delivers new shock; ADRs tumble up to 5%","https://m.economictimes.com/markets/stocks/news/infosys-wipro-other-it-stocks-in-focus-as-anthropic-delivers-new-shock-adrs-tumble-up-to-5/articleshow/128738406.cms",{"id":254,"title":255,"source":256,"logo":25,"time":103},472574,"IBM Stock Falling Amid Intensifying Cloud Competition","https://www.ebc.com/forex/ibm-stock-falling-amid-intensifying-cloud-competition",{"id":258,"title":259,"source":260,"logo":18,"time":103},472571,"AI scare trade claims more victims, commodities still strong","https://daily.fattail.com.au/ai-scare-trade/20260224/",{"id":262,"title":263,"source":264,"logo":29,"time":103},472572,"Anthropic Claude Code tool impact: IBM share price crashes most in 25 years; may see biggest monthly fall","https://timesofindia.indiatimes.com/business/international-business/anthropic-claude-code-tool-impact-ibm-share-price-crashes-most-in-25-years-may-see-biggest-monthly-fall-in-almost-60-years/articleshow/128740456.cms",{"id":266,"title":267,"source":268,"logo":66,"time":103},471444,"IBM posts steepest daily drop since 2000 after Anthropic says AI can modernize COBOL","https://www.reuters.com/business/ibm-posts-steepest-daily-drop-since-2000-after-anthropic-says-ai-can-modernize-2026-02-24/",{"id":270,"title":134,"source":271,"logo":37,"time":103},472577,"https://www.barrons.com/articles/u-s-indexes-closed-down-monday-ibm-posted-biggest-loss-04592a90?gaa_at=eafs&gaa_n=AWEtsqeoRIoq6U6aw-IRo9dWwRGp5ZZtUnwwQxKnyjHf5dGKmDd247HFoq_Z&gaa_ts=699d5f5a&gaa_sig=T30ydVoVylOmQYzWKdAzPpSGJj5ocZTFB2umgZ_THRZaBg3WPr6a1BDViioNl0cobAj3dJDhEhQWhwLJ0M8okA%3D%3D",{"id":273,"title":274,"source":275,"logo":30,"time":103},473744,"Anthropic’s Claude announces COBOL capabilities","https://www.tipranks.com/news/the-fly/anthropics-claude-announces-cobol-capabilities-thefly-news",{"id":277,"title":278,"source":279,"logo":33,"time":103},474679,"Forbes Daily: IBM Stock Drops As Anthropic Unveils New AI Coding Tool","https://www.forbes.com/sites/daniellechemtob/2026/02/24/forbes-daily-ibm-suffers-its-worst-day-since-the-dot-com-bubble/",{"id":281,"title":282,"source":283,"logo":31,"time":103},471445,"IBM stock price drops 13% after Anthropic presents 'Automating Legacy System Modernization with COBOL' on Claude Code","https://gigazine.net/gsc_news/en/20260224-ibm-ai-casualty-anthropic-claude-code-cobol/",{"id":285,"title":286,"source":287,"logo":51,"time":103},472578,"CZ Binance Highlights AI as Bigger Concern Than Crypto for Wall Street","https://blockchain.news/flashnews/cz-binance-highlights-ai-as-bigger-concern-than-crypto-for-wall-street",{"id":289,"title":290,"source":291,"logo":44,"time":103},473743,"Fear of AI Triggers Big Blue Crash: IBM Shares Witness Biggest Fall in 25 Years","https://the420.in/ibm-shares-biggest-crash-25-years-ai-cobol-fears/",{"id":293,"title":294,"source":295,"logo":5,"time":103},471442,"IBM Business Model At Risk? Anthropic's Claude Can Modernise COBOL Code; Stocks Fall 13%","https://www.ndtvprofit.com/technology/ibm-business-model-at-risk-anthropics-claude-can-modernise-cobol-code-stocks-fall-13-11127728",{"id":297,"title":298,"source":299,"logo":49,"time":103},472575,"IBM shares plummet 13% - worst day since 2000 - after Anthropic launches programming AI tool","https://www.forbes.com.au/news/investing/ibm-shares-plummet-13-worst-day-since-2000-after-anthropic-launches-programming-ai-tool/",{"id":301,"title":302,"source":303,"logo":74,"time":103},473742,"IBM Stock Isn't Dying. It's On Sale","https://www.forbes.com/sites/greatspeculations/2026/02/24/ibm-stock-isnt-dying-its-on-sale/",{"id":305,"title":267,"source":306,"logo":5,"time":103},471443,"https://finance.yahoo.com/news/ibm-posts-steepest-daily-drop-024205381.html",{"id":308,"title":309,"source":310,"logo":73,"time":103},472576,"February 24 Market Recap: IBM Becomes the Latest AI Casualty as Crypto Market Suffers a Confidence Blow","https://www.techflowpost.com/en-US/article/30398",{"id":312,"title":313,"source":314,"logo":58,"time":103},473741,"IBM had its worst trading day since the dot-com bubble burst","https://sherwood.news/markets/ibm-had-its-worst-trading-day-since-the-dot-com-bubble-burst/",{"id":316,"title":204,"source":317,"logo":21,"time":103},471459,"https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-tariffs-02-23-2026/card/ibm-stock-posts-worst-decline-in-25-years-on-ai-threat-0fipXaIOnuSaXgnTcToG?gaa_at=eafs&gaa_n=AWEtsqdsderI1bOBFl19f_0Jp2emxVIrF4PoHmJwuoB89FNvQTBflnboTgs6&gaa_ts=699d271a&gaa_sig=r1heSPieosfJDwVSUgGpYu2gdHLhK52s-Ta6mYfrDuVScKU4tBKXB5Q-QZgBuF33oiZiFMNtDX89GygMARPMiw%3D%3D",{"id":319,"title":320,"source":321,"logo":65,"time":103},471457,"Anthropic touts AI for COBOL, IBM stock takes a hit","https://www.theregister.com/2026/02/23/ibm_share_dive_anthropic_cobol/",{"id":323,"title":324,"source":325,"logo":38,"time":103},471458,"Jefferies defending IBM, says software re-acceleration hinges not on mainframe","https://www.tipranks.com/news/the-fly/jefferies-defending-ibm-says-software-re-acceleration-hinges-not-on-mainframe-thefly-news",{"id":327,"title":328,"source":329,"logo":10,"time":103},471451,"Why IBM Stock’s Worst Crash In Over 25 Years Is No Cause For Panic: Wall Street Analyst Explains","https://stocktwits.com/news-articles/markets/equity/why-ibm-stocks-worst-crash-in-over-25-years-is-no-cause-for-panic-wall-street-analyst-explains/cZRviHHR4z4",{"id":331,"title":204,"source":332,"logo":21,"time":103},473751,"https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-tariffs-02-23-2026/card/ibm-stock-posts-worst-decline-in-25-years-on-ai-threat-0fipXaIOnuSaXgnTcToG?gaa_at=eafs&gaa_n=AWEtsqeb55cHc3v8SIZgIxo6HZwGxjz6VU9TSWYJ6pxRd2AOSurTMldD_osJ&gaa_ts=699d988f&gaa_sig=S955nlv7-bkwQuibQOcxS9qhXFQH3_kFem8AGtqU4uP8cVZut2HK_lLEEzpAX1Reb8VEBuvdSAT-Fe_F0V9dwA%3D%3D",{"id":334,"title":335,"source":336,"logo":50,"time":229},474686,"Infosys, HCLTech, TCS, other IT stocks fall up to 3% as Anthropic delivers new shock","https://www.msn.com/en-in/money/news/infosys-hcl-tech-tcs-other-it-stocks-fall-up-to-3-as-anthropic-delivers-new-shock/ar-AA1WWl5O?ocid=finance-verthp-feeds",{"id":338,"title":339,"source":340,"logo":23,"time":103},471452,"IBM Stock Is Trending After Crating 13% And Claude-Maker Anthropic Is The Reason Why: Here's What Happened","https://www.benzinga.com/markets/tech/26/02/50804261/ibm-stock-is-trending-after-crating-13-and-claude-maker-anthropic-is-the-reason-why-heres-what-happened",{"id":342,"title":309,"source":343,"logo":5,"time":103},473750,"https://www.techflowpost.com/zh-CN/article/30398",{"id":345,"title":346,"source":347,"logo":11,"time":229},474685,"IBM: Why Anthropic’s AI Threat Is Overblown, Upgrading To Buy (NYSE:IBM)","https://seekingalpha.com/article/4873867-ibm-why-anthropic-ai-threat-is-overblown-upgrading-to-buy",{"id":349,"title":350,"source":351,"logo":5,"time":229},474684,"Jefferies reaffirms IBM stock rating citing AI modernization tools","https://www.investing.com/news/analyst-ratings/jefferies-reaffirms-ibm-stock-rating-citing-ai-modernization-tools-93CH-4521966",{"id":353,"title":354,"source":355,"logo":53,"time":103},471450,"AI-driven code automation jolts IBM and signals shift in enterprise technology leadership","https://www.digitimes.com/news/a20260224VL200/ai-agent-ibm-technology.html",{"id":357,"title":358,"source":359,"logo":15,"time":103},474683,"Explained | What is COBOL? How an Anthropic Claude blog wiped $30 billion off IBM in a single session","https://www.livemint.com/news/us-news/explained-what-is-cobol-how-an-anthropic-claude-blog-wiped-30-billion-off-ibm-in-a-single-session-11771922609831.html",{"id":361,"title":362,"source":363,"logo":61,"time":103},471455,"IBM Stock Tanks After Anthropic Says Claude Code Can Modernize Legacy Code","https://www.theinformation.com/briefings/ibm-stock-tanks-anthropic-says-claude-code-can-modernize-legacy-code",{"id":365,"title":366,"source":367,"logo":63,"time":103},471456,"Anthropic's latest Claude Code update triggers massive IBM stock selloff, shares down 13.2% in a day","https://www.livemint.com/companies/news/anthropic-latest-claude-code-update-triggers-massive-ibm-stock-selloff-shares-down-13-2-per-cent-in-a-day-11771892133869.html",{"id":369,"title":370,"source":371,"logo":40,"time":229},474689,"Paul Tudor Jones’ IBM Bet Hit By $30 Billion Claude Code Shock - IBM (NYSE:IBM)","https://www.benzinga.com/markets/hedge-funds/26/02/50813466/paul-tudor-jones-new-ibm-bet-is-suddenly-under-pressure-after-30-billion-ai-shock",{"id":373,"title":374,"source":375,"logo":24,"time":103},471453,"Ibm Stock Plunge Reverberates: Taleb, Citrini and Anthropic Combine to Trigger a Broad Market Shock","https://www.filmogaz.com/164856",{"id":377,"title":378,"source":379,"logo":67,"time":229},474688,"The Mainframe Paradox: Assessing IBM’s Future After the 13% ‘Claude Code’ Shock","https://markets.financialcontent.com/stocks/article/finterra-2026-2-24-the-mainframe-paradox-assessing-ibms-future-after-the-13-claude-code-shock",{"id":381,"title":382,"source":383,"logo":5,"time":103},471454,"Anthropic launches AI tool to modernize COBOL, IBM stock tanks","https://finainews.com/banking/anthropic-launches-ai-tool-to-modernize-cobol-ibm-stock-tanks/",{"id":385,"title":386,"source":387,"logo":5,"time":103},473752,"Evercore ISI reiterates IBM stock rating after Claude COBOL post","https://www.investing.com/news/analyst-ratings/evercore-isi-reiterates-ibm-stock-rating-after-claude-cobol-post-93CH-4520138",{"id":389,"title":390,"source":391,"logo":5,"time":229},474687,"AI panic reels in America’s oldest tech giant","https://www.telegraph.co.uk/business/2026/02/24/ai-panic-reels-in-americas-oldest-tech-giant/",{"id":393,"title":394,"source":395,"logo":14,"time":103},471470,"IBM Stock Stung By New Anthropic Tool As Wall Street's AI Jitters Spread","https://www.investors.com/news/technology/ibm-stock-anthropic-cobol/",{"id":397,"title":398,"source":399,"logo":34,"time":103},471468,"IBM Stock Gets Hammered after Anthropic Releases New Code Tool","https://www.tipranks.com/news/ibm-stock-gets-hammered-after-anthropic-releases-new-code-tool",{"id":401,"title":402,"source":403,"logo":5,"time":103},471469,"IBM (IBM) defended at Evercore ISI following rout","https://www.streetinsider.com/Analyst+Comments/IBM+%28IBM%29+defended+at+Evercore+ISI+following+rout/26043864.html",{"id":405,"title":406,"source":407,"logo":35,"time":103},471462,"Stock Crash: 'Big Blue' becomes the latest Anthropic casualty with worst single-day fall in 25 years","https://www.cnbctv18.com/market/stock-crash-big-blue-latest-anthropic-ai-fears-casualty-biggest-share-price-fall-in-25-years-key-reasons-19856272.htm",{"id":409,"title":410,"source":411,"logo":52,"time":103},471463,"IBM stock falls after Anthropic says AI can now modernize old software","https://www.fastcompany.com/91497326/ibm-stock-falls-anthropic-says-ai-can-cobol-ai-coding",{"id":413,"title":414,"source":415,"logo":28,"time":103},471460,"IBM, DoorDash shares drop as tech selloff continues","https://siliconangle.com/2026/02/23/ibm-doordash-shares-drop-tech-selloff-continues/",{"id":417,"title":418,"source":419,"logo":46,"time":103},471461,"IBM shares sink most in 25 years as company becomes the latest AI casualty","https://www.straitstimes.com/business/companies-markets/ibm-shares-sink-most-since-2000-as-company-becomes-the-latest-ai-casualty",{"id":421,"title":422,"source":423,"logo":36,"time":103},471466,"IBM Shares Plunge as Anthropic Touts COBOL Modernization Efforts","https://www.bloomberg.com/news/articles/2026-02-23/ibm-shares-plunge-as-anthropic-touts-cobol-modernization-efforts",{"id":425,"title":426,"source":427,"logo":5,"time":103},471467,"IBM Sinks Most Since 2000 as Anthropic Touts Cobol Tool","https://finance.yahoo.com/news/ibm-sinks-most-since-2000-210436663.html",{"id":429,"title":430,"source":431,"logo":43,"time":103},471464,"IBM Stock Tumbled More Than 13% Today — What’s Anthropic Got To Do With It?","https://stocktwits.com/news-articles/markets/equity/ibm-stock-plummets-on-anthropic-new-ai-cobol-threat/cZRMG8IR4yy",{"id":433,"title":434,"source":435,"logo":68,"time":103},471465,"Stock Movers: IBM, Door Dash, Arcellx","https://www.bloomberg.com/news/audio/2026-02-23/stock-movers-ibm-door-dash-arcellx-podcast","#f7cd2eff","#f7cd2e4d",1772130669679]