IBM issued a rare mid-quarter warning that triggered its sharpest single-day stock decline in 115 years on Tuesday, with CEO Arvind Krishna citing an AI-driven global memory shortage shifting enterprise budgets from software to hardware. The change could unsettle vendors beyond IBM as corporate spending prioritizes supply-constrained components.
The decline marked the company's steepest one-day fall since its founding.
The spending redirection could unsettle multiple enterprise vendors reliant on software and mainframe revenue.
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IBM Security Verify Access 10.0 through 10.0.9.2 and IBM Verify Identity Access 11.0 through 11.0.3 contain critical authentication bypass flaw CVE-2026-16823. The NVD rates it 9.1 and warns of remote exploitation without credentials.
Anthropic has launched the Anthropic Cyber Mission to support defenders of critical infrastructure and open-source software with models, engineers, and tools. The initiative starts with the Critical Infrastructure Defense Program and free OSS Scanner amid ongoing challenges in verifying and fixing vulnerabilities.
IBM has released patches addressing nine vulnerabilities in Guardium Data Protection across versions 12.0 through 12.2.2. Two of the flaws are rated critical and could allow remote attackers to seize control of edge clusters or execute scripts in user browsers.
IBM has fixed 40 vulnerabilities in DataPower Gateway, seven of them rated critical at CVSS 9.3 to 9.8, including remote code execution bugs and an LDAP flaw that accepts empty passwords for admin access. IBM says to upgrade to 10.5.0.23, 10.6.0.11 or 11.0.0.3.
Anthropic released Claude Haiku 5.5, its cheapest and fastest small model, at $0.10 per million input tokens and $0.50 per million output tokens for prompts up to 100,000 tokens. Anthropic says it costs around 75% less to run than Haiku 4.5 on average and scores far higher on its benchmarks.
