IBM said Monday it's buying data streaming platform Confluent in a deal worth $11 billion that will help bolster the technology company's artificial intelligence strategy. The two companies said they signed a “definitive agreement” for IBM to acquire all of Confluent Inc.'s issued and outstanding common stock for $31 per share in cash, which represents an enterprise value of $11 billion. Confluent, based in Mountain View, Calif., is an open source data streaming platform that “connects, processes and gov ...

IBM CEO Arvind Krishna speaks at the SXSW conference in Austin, Texas, on March 11, 2025.IBM announced Monday that it is acquiring data streaming platform Confluent in a deal worth $11 billion.Shares of Confluent soared 26% premarket. IBM stock sank about 1%.IBM will pay $31 per share in cash for all of the issued and outstanding common shares of Confluent, according to a release. The transaction is expected to close by the middle of 2026."With the acquisition of Confluent, IBM will provide the smart data p ...

Jackson Peak Capital 2025年第三季度投资者信函核心观点 - 第三季度股市特别是投机板块在动量驱动而非基本面或宏观因素推动下上涨 导致Jackson Peak Capital因其独特的持仓定位而表现不佳 该基金季度净回报为-2.9% 同期MSCI ACWI指数回报为+7.5% HFRX股票对冲指数回报为+3.8% [1] Jackson Peak Capital的持仓与投资策略 - 基金将其大量风险敞口集中于少数高确信度的“事件驱动”型投资机会 [3] - Confluent Inc (CFLT) 是基金在第三季度末的最大持仓 [3] - 基金在8月该公司财报后股价下跌约35%后建立了头寸 认为这是一个不对称的机会 即存在收购目标的迹象且统计上估值便宜 [3] Confluent Inc (CFLT) 公司概况与市场表现 - Confluent Inc 总部位于加州山景城 提供数据流平台 帮助公司流式传输、连接、处理和管理数据 [2] - 在人工智能时代 该公司的能力日益具有价值和战略意义 [3] - 截至2025年12月1日 其股价收于21.87美元 市值为76.51亿美元 [2] - 该股一个月回报为-3.53% 过去52周价值下跌了30.64% [2] - 第三季度末 有60只对冲基金投资组合持有该公司股票 高于前一季度的50只 [4] 行业与产品动态 - Confluent Inc 正在扩展其云能力 以支持更快速、更智能的智能体人工智能 [4]