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IBM’s stock heads for worst month in 34 years — and Anthropic is partly to blame
Market Intelligence Analysis
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Why This Matters
IBM's stock is experiencing its worst month in 34 years, primarily due to the threat posed by Anthropic's Claude Code to a critical part of its business, resulting in a 13% decline on Monday.
Market Impact
Market impact analysis based on bearish sentiment with 90% confidence.
Sentiment
Bearish
AI Confidence
90%
Time Horizon
Short Term
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
IBM’s stock ended Monday down 13% as Anthropic’s Claude Code threatens to dismantle a critical part of its business.
Original article published by
MarketWatch
on February 24, 2026.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.