IBM shares sank 13.2%, their biggest drop since October 18, 2000. COBOL is a programming language widely used on IBM mainframes across banking, insurance and government systems. "Modernizing a COBOL system once required armies of consultants spending ⁠years mapping ‌workflows. Tools like Claude Code can automate the exploration and analysis phases ⁠that consume most of the effort in COBOL modernization," Anthropic said in a blog post on Monday. "With AI, teams can modernize their COBOL codebase in quarters ...

The The moves in Asia came after the S&P 500 Index slid 1%, with tech, delivery and payment shares hit as Citrini Research laid out the potential Amid lingering uncertainty over President Donald Trump’s tariffs, concerns about AI-driven disruption are prompting traders to dump shares of any company seen at the slightest risk of being displaced. Those worries have also grown despite solid results from megacaps amid doubts over whether big investments in the technology will pay off soon.“The software selloff ...

Core Viewpoint - IBM's stock price plummeted 13.2% to $223.35 per share, marking its worst day since 2000, following an update from Anthropic about its AI tool Claude Code, which threatens IBM's mainframe business [1][2][4] Group 1: Impact of AI on IBM - Anthropic's Claude Code can modernize Cobol, a programming language heavily used in IBM's mainframe systems, automating complex tasks that were previously labor-intensive [1][3] - The update from Anthropic highlights that AI can streamline Cobol modernization, which has historically been cost-prohibitive due to the need for extensive human analysis [3][4] - IBM's reliance on mainframe systems, which are critical for industries like finance and government, poses significant risks as AI tools disrupt traditional business models [5][7] Group 2: Market Reaction and Trends - IBM shares have declined 27% in February, indicating the company's largest one-month drop since at least 1968, driven by fears of AI disruption in the tech sector [2][6] - The broader software market is experiencing a downturn as investors grow wary of tech stocks amid concerns that AI will disrupt established business practices [6][7]

Core Viewpoint - The ongoing tech sell-off in the U.S. is significantly influenced by developments in AI, with IBM experiencing its steepest drop in history, reflecting broader market concerns about the tech sector's sustainability amidst AI advancements [1][5]. Group 1: Market Dynamics - The tech sector is under pressure, with a notable sell-off driven by fears that AI advancements are cannibalizing traditional tech stocks [2][3]. - FAANG ETFs and software stocks like Salesforce and Adobe are among the first to feel the impact, indicating a broader trend of U.S. investors divesting from tech [3][9]. - The consumer discretionary, tech, and financial sub-indices of the S&P 500 remain negative year-to-date, highlighting the rapid growth of investor fears [9]. Group 2: AI Developments - IBM's recent price action is linked to the emergence of AI programs like Anthropic's 'Claude,' which are seen as potential competitors to existing software solutions [5][9]. - Agentic AI, which can autonomously create code and fulfill roles traditionally held by humans, poses a significant threat to companies like Adobe and Salesforce, potentially reducing their revenue from SaaS contracts [6][9]. - The speculative nature of AI's impact on the economy is underscored by a report suggesting that AI could lead to a 'Ghost GDP,' where economic activity does not translate into consumer spending [14][15]. Group 3: Speculative Insights - A speculative blog post titled "The 2028 Global Intelligence Crisis" has contributed to market panic, suggesting that AI disruption could lead to a collapse in labor GDP and the mortgage market [11][12]. - The report's narrative resonates with existing market fears, indicating a consensus view among investors regarding the potential negative implications of AI on the economy [12][15]. - The concept of a 'Ghost GDP' suggests that while investments in AI may increase, they do not benefit the workforce, leading to decreased consumer spending and economic downturn [14][15].

【导读】美股大跌，IBM重挫超13%！金银大涨 道指成份股中，IBM跌13%，美国运通跌逾7%，领跌道指。 | 国际商业机器(IBM | 223.370 | -13.14% | | --- | --- | --- | | IBM.N | | | | 美国运通(AMERIC | 321.100 | -7.24% | | AXP.N | | | | VISA | 306.290 | -4.57% | | V.N | | | | 摩根大通(JPMOR( | 297.820 | -4.17% | | JPM.N | | | | 赛富时(SALESFOF | 178.180 | -3.77% | | CRM.N | | | | 耐克(NIKE) | 63.080 | -3.55% | | NKE.N | | | | 假#【MICROSOF】 | 384.470 | -3.21% | | --- | --- | --- | | MSFT.O | | | | 高盛集团(GOLDM | 892.803 | -3.19% | | GS.N | | | | 联合健康集团(UN | 282.435 | -2.61% | | UNH ...

男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 美媒：特朗普政府考虑对六大行业征收新的国家安全关税 美媒：美军将领警告对伊朗动武风险极高，易陷长期冲突 欧洲议会暂停批准欧美贸易协议 特朗普：任何想"耍花招"的国家将面临更高的关税 外交部：德国总理默茨将于2月25日至26日对中国进行正式访问 国投白银LOF估值调整预计对公司2026年度归母净利润产生一定负面影响 市场盘点 周一，在美最高法院推翻特朗普的关税政策后，交易员重新评估美国关税政策，美元指数横盘整理，最终收跌0.02%，报97.73。基准的10年期美债收益率收 报4.0330%，对美联储政策利率敏感的2年期美债收益率收报3.4440%。 特朗普关税计划不确定性带动避险需求，现货黄金重回5200美元之上，触及三周最高水平，最终收涨2.46%，报5229.93美元/盎司；现货白银上触89美元， 最终收涨4.24%，报88.18美元/盎司。 今日优选 特朗普释放美伊局势缓和信号：更倾向协议而非战争 在美国与伊朗即将举行第三轮核谈判之际，国际油价小幅回落，但仍维持在六个 ...

特朗普释放美伊局势缓和信号：更倾向协议而非战争。美国总统特朗普：来自假新闻媒体的众多报道一 直在流传，声称丹尼尔·凯恩（Daniel Caine）将军，有时被称为拉辛（Razin），反对我们对伊朗开战。 这些报道并未将这一海量信息归于任何人，且百分之百不实。凯恩将军和我们所有人一样，不希望发生 战争，但如果决定在军事层面与伊朗对抗，他认为我们能够轻易获胜。他非常了解伊朗，因为他曾负 责"午夜之锤"行动，打击伊朗核项目。所有关于可能对伊朗开战的报道都是错误的，而且是蓄意为之。 我是做决定的人，我更愿意达成协议而不是打仗，但如果不能达成协议，对伊朗及伊朗人民来说，那将 是极其糟糕的一天。非常可悲，他们伟大而美好，这样的事情本不该发生在他们身上。 【美股】截至收盘，道指跌821.91点，跌幅为1.66%，报48804.06点；纳指跌258.80点，跌幅为1.13%， 报22627.27点；标普500指数跌71.76点，跌幅为1.04%，报6837.75点。贵金属、有色板块领涨，应用软 件、信息技术服务跌幅居前，IBM(IBM.US)大跌超13%，创2000年以来最大单日跌幅，此前人工智能 (AI)初创公司Anthr ...

来源：格隆汇APP 癌症细胞疗法公司Arcellx涨超77%，消息面上，吉利德科学据悉将以每股115美元的价格收购该公司。 Visa跌超4%，创去年6月份以来最大单日跌幅；MasterCard跌超5%，创去年4月份以来最大单日跌幅。 纳斯达克中国金龙指数收跌0.95%，热门中概股里，网易收跌1.7%，百度、小马智行、新东方至少跌约 1%，阿里跌0.8%，腾讯、拼多多、小米、理想则至多涨0.9%，比亚迪、美团、百胜中国、文远知行、 蔚来至多涨4.5%。 市场预计美国总统特朗普可能快会下令对伊朗发动大规模空袭，避险情绪升温；美股三大指数收盘均跌 超1%，道指跌1.66%，纳指跌1.13%，标普500指数跌1.04%。大型科技股多数下跌，微软、奈飞跌超 3%，特斯拉、亚马逊、Meta跌逾2%，谷歌、英特尔跌超1%；苹果、英伟达小幅上涨。IBM跌超13%， 创2000年以来最大跌幅。诺和诺德跌超16%，在临床试验中，旗下产品CagriSema的效果不及礼来的 Zepbound。 ...

Core Viewpoint - International Business Machines (IBM) has experienced a significant decline in its stock price, attributed to concerns regarding new artificial intelligence features [1] Company Summary - IBM's stock is identified as one of the major software companies facing a downturn due to market apprehensions surrounding the implementation of artificial intelligence [1]

Market Overview - U.S. equity markets experienced significant selling pressure on February 23rd, 2026, due to escalating global trade tensions and a Supreme Court ruling that limited the executive branch's authority to impose tariffs [1] - The major indexes opened lower and maintained a downward trend throughout the session, reflecting a "risk-off" sentiment across nearly all sectors [1] Major Index Performance - The Dow Jones Industrial Average (DJI) fell by 814.40 points, or 1.7%, closing at 48,804, primarily impacted by losses in financial and industrial sectors [2] - The S&P 500 (SPX) decreased by 1.0%, ending at 6,837, while the Nasdaq Composite (IXIC) dropped 1.1% to close at 22,627 [2] - The CBOE Volatility Index (VIX) remained elevated, indicating heightened market fear amid geopolitical instability [2] Corporate News and Market Movers - International Business Machines (IBM) saw a significant decline of 13.1% due to concerns over AI disruption and trade-related challenges [3] - American Express (AXP) dropped 7.2%, while Visa (V), JPMorgan Chase (JPM), and Goldman Sachs (GS) all experienced declines exceeding 3% [3] - In the healthcare sector, Novo Nordisk (NVO) faced a 15.85% drop in its ADRs, attributed to increased competition in the metabolic drug market [4] - E-commerce giants Amazon (AMZN) and Tesla (TSLA) also suffered losses due to tariff-related concerns, while Nvidia (NVDA) gained 0.9% ahead of its earnings report [4] Retail Sector Highlights - Domino's Pizza (DPZ) reported fourth-quarter earnings of $5.35 per share, slightly missing estimates, but achieved a revenue of $1.535 billion and same-store sales growth of 3.7%, resulting in a 6% stock increase [5] Post-Market Earnings and Upcoming Events - Bed Bath & Beyond (BBBY) reported an adjusted loss of $0.16 per share, better than the expected loss of $0.23, with revenue at $273.43 million and a cautiously optimistic outlook for 2026 [6] - Other companies reporting included ONEOK (OKE), Diamondback Energy (FANG), and Keysight Technologies (KEYS), with investors monitoring the impact of new tariffs on capital expenditure and supply chain costs [6] Upcoming Market Events - The Conference Board is set to release the February Consumer Confidence Index, expected to rise to 87.5 [7] - President Trump will deliver the State of the Union address, likely providing further insights into trade policy [7] - Nvidia's earnings report is anticipated, with analysts expecting a 70% year-over-year revenue growth, which could influence market direction [7] - The January Producer Price Index (PPI) will be released, a key metric for the Federal Reserve regarding potential interest rate cuts [7]