CZ pointed out that although Wall Street is concerned about the risks of crypto assets, artificial intelligence could have a more profound impact. The emergence of AI tools has disrupted traditional IT services, leading to a decline in IBM's stock price. The automation of AI has raised concerns about the labor market and economic expectations, which could affect the valuations of tech service companies.

On February 25, IBM's stock price plummeted approximately 13% in a single day, wiping out nearly $31 billion in market value and prompting Wall Street to reevaluate its core business model. The immediate trigger for this sell-off was the technological breakthrough announced by Anthropic, whose Claude model is said to be capable of reading and modernizing traditional COBOL code. This capability directly threatens IBM's long-standing reliance on mainframe maintenance and enterprise consulting markets. For years, IBM's moat in the enterprise infrastructure sector has been primarily built on deep services related to mainframe systems and the COBOL language. Banks, insurance companies, and government databases still run a large amount of legacy code, making system maintenance, upgrades, and migrations a stable long-term revenue source. However, as AI code migration tools become increasingly mature, the market is beginning to worry that "AI automation of traditional system modernization" will shorten high-cost consulting project cycles and reduce dependence on traditional service providers.

U.S. stocks mostly declined on Monday, with the Dow Jones Industrial Average down 1.66%, the S&P 500 down 1.04%, and the Nasdaq down 1.13%. Precious metals and non-ferrous metals sectors rose, while IBM experienced its largest single-day drop, and several tech stocks also declined.

Gate News bot message: According to the latest Gate TradFi data, IBM experienced a short-term decline of 12%, with current volatility significantly higher than the recent average level, and market activity has increased.

Gate News bot message: According to the latest Gate TradFi data, IBM experienced a short-term decline of 10%, with current volatility significantly higher than the recent average level, and market activity has increased.

Gate News bot message, according to the official Gate announcement on January 29, 2026 The Gate Contract Stock Zone will launch its first live trading of ten US stock perpetual contracts, including MSFT, IBM, INTC, MCD, CSCO, ASML, LLY, MRVL, UNH, and ARM, on January 29, 2026, at 19:00 (UTC+8). The contracts are settled in USDT. The trading pairs include MSFT/USDT, IBM/USDT, INTC/USDT, MCD/USDT, CSCO/USDT, ASML/USDT, LLY/USDT, MRVL/USDT, UNH/USDT, and ARM/USDT. Users can choose leverage from 1-20x for long and short trading.

金色财经报道，IBM公司将以大约93亿美元收购数据流平台Confluent Inc.，这将成为其迄今规模最大的收购交易之一，同时也是对人工智能工具在实时执行任务时所需企业软件的一次重大押注。根据周一发布的一份声明，IBM将以每股31美元进行收购。声明称，包括债务在内的企业价值为110亿美元。双方预计这笔交易将在2026年年中前完成。根据随附的监管文件，如果交易失败或终止，IBM将向Confluent支付4.536亿美元的解约费。

The Quantum Doomsday Clock indicates that quantum computing will crack Bitcoin encryption by 2028. IBM predicts that quantum risks will increase rapidly and plans to launch fault-tolerant quantum computers by 2029. Meanwhile, blockchain networks need to transition to quantum-resistant encryption technologies within the next five years.

IBM has partnered with Dfns to launch the digital asset platform "Digital Asset Haven," providing cross-chain digital asset management and compliance solutions for financial institutions, governments, and enterprises, supporting over 40 chains, covering secure encryption and compliance services. The platform is expected to launch SaaS and on-premises versions in 2025 and 2026, respectively.

Anthropic has partnered with IBM to integrate its artificial intelligence models into IBM's software system, with the first application being an integrated development environment aimed at helping software engineers automate development tasks. IBM will also release guidelines to assist enterprises in scaling the use of AI agents, including Open Source standard model context protocol.