IBM's Anthropic-induced sell-off overlooks the fact it's disrupting itself: Jefferies

IBM (IBM) shares sold off on Monday on the basis that Anthropic's (ANTHRO) Claude Code product can translate COBOL, prom ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ 

IBM's Anthropic-induced sell-off overlooks the fact it's disrupting itself: Jefferies 02:05 PM | International Business Machines Corporation (IBM) | By: Chris Ciaccia, SA News Editor Unlimited access to news. Read now >> You may also like: Enterprise software stocks tumble after Citrini note on AI risks Cathie Wood's weekly recap: adds AMD, CRSP; cuts PINS, PD, TER Merck to split human health unit into two divisions Discover how Seeking Alpha Premium can elevate your strategy FEATURED: Try Seeking Alpha Premium—just $4.95 for your first month** Claim Offer » Manage Alerts   |   Trending News   |   Free Newsletters  Manage Alerts  |  Trending News    Free Investing Newsletters   Download the Seeking Alpha App! Like our Breaking News? Try our other newsletters as well. **Introductory offer for new subscribers only. After your introductory trial, $299 is charged automatically for an annual subscription unless you cancel during your trial. Auto-renews annually. Plus sales tax/VAT where applicable. This email was sent to you because you signed up to receive this Breaking News Alert. If you do not want to receive these real-time alerts, click here to unsubscribe.   Past performance is no guarantee of future results. Any content and tools on the platform are offered for information purposes only. Seeking Alpha does not take account of your objectives or your financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Sent by Seeking Alpha, 244 5th Ave, Suite 2705, New York, NY 10001

PFE: Pfizer wins full FDA approval for Braftovi in colorectal cancer

The U.S. FDA on Tuesday granted traditional approval for a first-line combination regimen involving Braftovi, an oral ca ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ 

Pfizer wins full FDA approval for Braftovi in colorectal cancer 01:26 PM | Pfizer Inc. (PFE) | By: Dulan Lokuwithana, SA News Editor Unlimited access to news. Read now >> You may also like: Biggest stock movers Monday: ACLX, NVO, VNDA, and more Markets AM Need to Know: EU on tariffs, crypto fund outflows continue, and more Eli Lilly slips as Novo to cut list prices for GLP-1 drugs Discover how Seeking Alpha Premium can elevate your strategy FEATURED: Try Seeking Alpha Premium—just $4.95 for your first month** Claim Offer » Manage Alerts   |   Trending News   |   Free Newsletters  Manage Alerts  |  Trending News    Free Investing Newsletters   Download the Seeking Alpha App! Like our Breaking News? Try our other newsletters as well. **Introductory offer for new subscribers only. After your introductory trial, $299 is charged automatically for an annual subscription unless you cancel during your trial. Auto-renews annually. Plus sales tax/VAT where applicable. This email was sent to you because you signed up to receive this Breaking News Alert. If you do not want to receive these real-time alerts, click here to unsubscribe.   Past performance is no guarantee of future results. Any content and tools on the platform are offered for information purposes only. Seeking Alpha does not take account of your objectives or your financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Sent by Seeking Alpha, 244 5th Ave, Suite 2705, New York, NY 10001

AA: Alcoa seeking to sell 10 closed or curtailed sites to data centers, CEO says

Alcoa (AA) +4.7% in Tuesday's trading as CEO Bill Oplinger said the company is looking to sell 10 of its closed or curta ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ 

Alcoa seeking to sell 10 closed or curtailed sites to data centers, CEO says 12:48 PM | Alcoa Corporation (AA) | By: SA Editor Carl Surran, SA News Editor Unlimited access to news. Read now >> You may also like: Novo Nordisk stock tumbles as next-gen obesity shot underperforms Lilly's tirzepatide Stock index futures rise after AI-driven selloff Blue Owl's gated fund jolts private credit as AI bets collide with liquidity risks Discover how Seeking Alpha Premium can elevate your strategy FEATURED: Try Seeking Alpha Premium—just $4.95 for your first month** Claim Offer » Manage Alerts   |   Trending News   |   Free Newsletters  Manage Alerts  |  Trending News    Free Investing Newsletters   Download the Seeking Alpha App! Like our Breaking News? Try our other newsletters as well. **Introductory offer for new subscribers only. After your introductory trial, $299 is charged automatically for an annual subscription unless you cancel during your trial. Auto-renews annually. Plus sales tax/VAT where applicable. This email was sent to you because you signed up to receive this Breaking News Alert. If you do not want to receive these real-time alerts, click here to unsubscribe.   Past performance is no guarantee of future results. Any content and tools on the platform are offered for information purposes only. Seeking Alpha does not take account of your objectives or your financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Sent by Seeking Alpha, 244 5th Ave, Suite 2705, New York, NY 10001