Key Takeaways IBM shares sank 20.6% in three months after Anthropic's Claude Code threatened its COBOL moat.Claude Code can automate COBOL analysis and migration, risking pressure on IBM Consulting margins.IBM banks on hybrid cloud, watsonx and HashiCorp buy to drive growth as estimates edge higher.International Business Machines Corporation (IBM) stock plummeted 20.6% over the past three months, lagging the industry’s 12.8% growth due to a sudden development in artificial intelligence (AI) that could threa ...

Leaving ChatGPT? Find out how you can take years of stored memory with you if you decide to join a new AI service. https://t.co/32rnr3VgQg (Photo: Getty Images) https://t.co/nOMDuMU0qq ...

XtalPi's AI + Robotics Platform Powers First Clinical Milestone for ReviR's Rare Neurological Drug RTX-117 [Accessibility Statement] Skip Navigation- RTX-117 is an investigational small molecule designed to modulate the Integrated Stress Response (ISR) pathway, with the goal of restoring protein translation homeostasis implicated in Charcot-Marie-Tooth disease (CMT) and Vanishing White Matter disease (VWM)- ReviR has dosed the first participant in a Phase 1 trial of RTX-117, initially evaluating safety, tol ...

CoreWeave (CRWV) unveiled its fiscal first-quarter results last week, showcasing what appeared to be robust operational momentum in the competitive AI cloud computing space. Yet, the market's reaction was devastating: shares plunged nearly 19% on Friday, erasing billions in market value. Shares are down over 57% from their 52-week high. Investors—already jittery about the company's trajectory amid intensifying competition and economic headwinds—found little reassurance in the report. The primary culprits ...

Core Insights - Anthropic PBC's AI chatbot Claude experienced significant service disruptions due to unprecedented demand, with nearly 2,000 users reporting issues at the peak of the outage [1][2] Service Disruption Details - The outage peaked around 6:40 a.m. New York time, with complaints reducing to a third by 8:40 a.m., although consumer-facing applications remained unavailable [2] - As of 9:05 a.m., the company was actively working on a fix for the service disruptions [3] User Growth and Demand - Anthropic has seen a surge in usage, with free users of Claude increasing by over 60% since January and paid subscribers more than doubling since October [4] Regulatory Challenges - The company is currently in conflict with the US Defense Department, which has designated Anthropic as a supply-chain risk, a move that could have significant implications for its business [4][5] - Anthropic has publicly stated its commitment to not using its technology for surveillance or autonomous weapons, and plans to challenge the supply-chain risk designation in court [5] Competitive Landscape - In response to the situation, rival OpenAI has agreed to deploy its AI models within the Defense Department's classified network, emphasizing safeguards against domestic mass surveillance [6] - OpenAI's agreement has sparked backlash among some users, leading to calls for subscription cancellations [6] Market Position - Despite the challenges, the Claude app has topped Apple Inc.'s App Store for several days, indicating strong market interest and support from users [7]

Core Insights - Anthropic's Claude AI models experienced "elevated errors" and "degraded performance" on its latest model, Claude Opus 4.6, which was released last month [1] - Despite the performance issues, Claude remains the most popular free app on Apple's App Store [1] Company Developments - The AI chat app gained popularity following a fallout with the U.S. Defense Department regarding restrictions on the agency's use of Anthropic's technology [2] - President Donald Trump ordered all U.S. government agencies to "immediately cease" using Anthropic's technology, with the Pentagon labeling the company as a "supply-chain risk to national security" [2]

RT Warren Redlich - Chasing Dreams 🇺🇸 (@WR4NYGov)Grok 4.20 says the @waitbutwhy articles from 2015 about AI have held up very well.“It has held up better than nearly any other 2015 writing on the subject.”https://t.co/I0UfnNdLrGI also recommend his series on Elon. https://t.co/LBX4jkGGFr ...

CeriBell, Inc. (NASDAQ:CBLL) is among the 12 Most Promising Small-Cap Stocks According to Wall Street Analysts. Cautious Guidance Offsets Solid Q4 for CeriBell, Inc. (CBLL), Says Canaccord CeriBell, Inc. (NASDAQ:CBLL) secures the twelfth place on our list of most promising stocks. TheFly reported on February 25 that Canaccord reduced its price target for CBLL from $30 to $28 and maintained a Buy rating on the stock. The firm pointed to a strong fourth-quarter earnings beat for the company and noted that ...

HealthStream, Inc. (NASDAQ:HSTM) is among the 12 Most Promising Small-Cap Stocks According to Wall Street Analysts. Canaccord Notes HealthStream, Inc. (HSTM) Well-Positioned Amid Rising AI Pressures on Software Firms HealthStream, Inc. (NASDAQ:HSTM) is next on our list of most promising stocks. TheFly reported on February 25 that Canaccord reduced its price target for HSTM from $25 to $21 and maintained a Hold rating. According to the firm, despite mounting investor fears about AI impacting SaaS firms, ...

Ziff Davis, Inc. (NASDAQ:ZD) is among the 12 Most Promising Small-Cap Stocks According to Wall Street Analysts. Ziff Davis, Inc. (ZD) Q4 Revenue Slips to $406.7M as Net Income Declines The ninth stock on this list of most promising stocks is Ziff Davis, Inc. (NASDAQ:ZD) TheFly reported on February 26 that Citigroup maintained a Neutral rating on ZD but lowered the price target to $29 from $35. On February 23, Ziff Davis, Inc. (NASDAQ:ZD) released its financial results for the fourth quarter and the ful ...