IBM Confluent Deal: Big $11B Move with Major Upside
The IBM Confluent deal landed like a tech-world mic drop $11 billion, about $31 a share, and an instant reshuffle of the enterprise-data chessboard. I’m going to walk you through the short version: why IBM wanted Confluent, what the Confluent stock reaction tells us, and the concrete ways this could reshape cloud AI, without the…