Rob Thomas

Anthropic's February 23, 2026 announcement that Claude Code could automate COBOL modernization analysis triggered a 13.2% drop in IBM shares, the biggest one-day decline since October 18, 2000, accord…

IBM and Red Hat announced Project Lightwell, a $5 billion initiative to create an AI-driven security clearinghouse for open source software, deploying over 20,000 engineers to deliver validated patche…