Today: 28 February 2026
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NYSE:IBM 5 February 2026 - 25 February 2026

Dow Jones today: DJIA rises 300 points with Nvidia earnings in the crosshairs

Dow Jones today: DJIA rises 300 points with Nvidia earnings in the crosshairs

The Dow rose 307.8 points to 49,482.3 in early afternoon trading Wednesday. Investors awaited Nvidia’s quarterly report, with options markets pricing a 5.6% post-earnings move, the smallest in three years. IBM climbed over 4%, while Axon Enterprise jumped on strong earnings. GoDaddy and Lowe’s fell after weak forecasts.
25 February 2026
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IBM stock steadies before the bell after Anthropic’s COBOL AI claim sparks worst day since 2000

IBM stock steadies before the bell after Anthropic’s COBOL AI claim sparks worst day since 2000

IBM shares rose 0.7% in premarket trading Tuesday after plunging 13% Monday, their steepest drop since 2000. The selloff followed Anthropic’s claim that its Claude Code AI tools can speed up COBOL modernization, raising concerns over IBM’s mainframe services. IBM pushed back, saying platform modernization is more complex than code translation. Investors are watching IBM’s March 3 conference for further comments.
24 February 2026
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American Express stock tumbles 7% as “AI scare trade” hits payments; what to watch before the open

American Express stock tumbles 7% as “AI scare trade” hits payments; what to watch before the open

American Express shares fell 7.2% to $321.24, among the steepest drops on the Dow, after a weekend research note warned AI could disrupt card fees and spending. The decline was not linked to company earnings but sparked broader selling in payments stocks, with Visa and Capital One also down. Investors are watching upcoming U.S. data and Federal Reserve signals for further direction.
24 February 2026
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IBM stock price dives after Anthropic’s COBOL AI tool rattles Wall Street — what to watch next

IBM stock price dives after Anthropic’s COBOL AI tool rattles Wall Street — what to watch next

IBM shares fell 13% to $223.35 in after-hours trading Monday after Anthropic launched an AI tool to speed up COBOL code modernization. Accenture and Cognizant shares also dropped about 6%. Investors are watching for IBM’s response and upcoming tech earnings. Broader markets declined as AI-driven automation fears hit consulting and legacy software stocks.
24 February 2026
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IBM stock price slides 6.5% as AI disruption jitters hit software — what investors watch next

IBM stock price slides 6.5% as AI disruption jitters hit software — what investors watch next

IBM shares fell 6.5% to $272.81 Wednesday, the biggest drop on the Dow, before edging up 0.2% after hours. The decline followed a strong U.S. jobs report that dampened hopes for quick Fed rate cuts and hit software stocks amid fresh AI disruption concerns. IBM had just announced a new FlashSystem storage lineup using AI agents. Confluent, which IBM is acquiring for $11 billion, reported 21% revenue growth.
12 February 2026
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Nebius (NBIS) stock rises after Tavily acquisition, with February 12 earnings next

Nebius (NBIS) stock rises after Tavily acquisition, with February 12 earnings next

Nebius Group shares rose about 1% after the company agreed to acquire AI search provider Tavily for an undisclosed sum, with cash upfront and a performance-based earn-out. The deal was announced two days before Nebius reports quarterly results. Tavily’s software will be integrated into Nebius’s Token Factory platform. Investors await Thursday’s earnings for more details on demand and spending.
10 February 2026
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IBM stock dips on ex-dividend day as it rolls out agentic AI FlashSystem storage

IBM stock dips on ex-dividend day as it rolls out agentic AI FlashSystem storage

IBM shares fell 1.4% to $292.19 Tuesday, underperforming a flat market after trading ex-dividend and launching new FlashSystem storage products built around “agentic AI.” The company said the new systems, available March 6, can cut manual storage work by up to 90% and detect ransomware in under a minute. IBM’s board approved a $1.68 per share dividend, payable March 10.
10 February 2026
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IBM and Meta bring AI Alliance to Indonesia as IBM shares rise; Australia reviews Confluent deal

IBM and Meta bring AI Alliance to Indonesia as IBM shares rise; Australia reviews Confluent deal

IBM and Meta have expanded their AI Alliance to Indonesia, aiming to boost open-source AI adoption and training. The alliance now includes 195 members in 29 countries. IBM’s $11 billion acquisition of Confluent remains under review by Australia’s competition regulator, with public submissions due by Feb. 12. Many Indonesian firms report unclear returns from new AI systems despite rising adoption.
9 February 2026
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Confluent stock hugs IBM’s $31 bid — here’s what investors watch next week

Confluent stock hugs IBM’s $31 bid — here’s what investors watch next week

Confluent shares closed at $30.57 Friday, 43 cents below IBM’s $31-per-share cash offer, ahead of key events next week. The company will report earnings Feb. 11 without a call or outlook, and shareholders vote on the merger Feb. 12. Confluent disclosed 17 demand letters and two lawsuits over proxy disclosures but denies wrongdoing. The IBM deal values Confluent at $11 billion.
7 February 2026
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Confluent stock stays pinned below IBM’s $31 bid as vote nears and SEC filing flags lawsuits

Confluent stock stays pinned below IBM’s $31 bid as vote nears and SEC filing flags lawsuits

Confluent shares traded near $30.36 premarket Friday, just below IBM’s $31-per-share cash offer, after the company filed new merger disclosures with the SEC in response to shareholder demand letters and lawsuits. Confluent will report earnings Feb. 11 but will not hold a call or forecast while the IBM deal remains pending. The shareholder vote is set for Feb. 12.
6 February 2026
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Confluent stock (CFLT) sits under IBM’s $31 bid after fresh merger filing flags shareholder lawsuits

Confluent stock (CFLT) sits under IBM’s $31 bid after fresh merger filing flags shareholder lawsuits

Confluent shares traded at $30.36 after hours Thursday, just below IBM’s $31-per-share cash offer. The company filed additional merger disclosures following 17 shareholder demand letters and two lawsuits alleging proxy omissions. A shareholder vote on the IBM acquisition is set for Feb. 12. The stock’s narrow spread reflects market focus on deal completion risk.
6 February 2026
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Confluent stock holds near $31 IBM bid as new SEC filing details shareholder suits, Feb. 12 vote

Confluent stock holds near $31 IBM bid as new SEC filing details shareholder suits, Feb. 12 vote

Confluent shares edged up 0.1% to $30.37 Thursday after the company disclosed new details on shareholder litigation tied to its pending $11 billion IBM acquisition. The stock traded about 2% below IBM’s $31-per-share offer as investors watched for the Feb. 12 shareholder vote and Confluent’s earnings report on Feb. 11.
5 February 2026
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