IBM’s stock heads for worst month in 34 years — and Anthropic is partly to blame

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Affected assets and topics

DOW

Why it 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.

Article tone

Neutral How the article is written, as reported by the source.

Expected market reaction

Bearish Confidence 90% How confidence is read Horizon: Short term Impact: Moderate

Market impact analysis based on bearish sentiment with 90% confidence.

Evidence trail

Evidence
Source MarketWatch
Claim IBM’s stock heads for worst month in 34 years — and Anthropic is partly to blame
AI inference Bearish · 90%
Generated 2026-02-23 22:31

AI provenance

Analysed by Llama 3.1 8B Instant (Groq) Methodology v1.0 Generated
Technical identifiers
Provider tag
groq-llama-3.1-8b-instant
Analysis version
groq-llama-3.1-8b-instant
Article id
49182

Original source

IBM’s stock ended Monday down 13% as Anthropic’s Claude Code threatens to dismantle a critical part of its business.

Read the full article on MarketWatch

Original article published by MarketWatch on February 24, 2026. Analysis and insights provided by AnalystMarkets AI.

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