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IBM stock dives after Anthropic points out AI can rewrite COBOL fast

The Register articles about Servicenow · Feb 23, 2026 · article

Big Blue has been saying this itself since 2013

IBM’s share price slumped by 13 percent on Monday, seemingly caused by investors reacting to an Anthropic blog post that points out its Claude Code tools can accelerate refactoring of apps written in the ancient COBOL language.

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https://go.theregister.com/i/cfa/https://www.theregister.com/2026/02/23/ibm_share_dive_anthropic_cobol/