Today: 29 June 2026
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NASDAQ:CFLT 27 December 2025 - 22 April 2026

IBM Earnings Today: Red Hat, Confluent and AI Risk Put a $15.6 Billion Quarter in Focus

IBM Earnings Today: Red Hat, Confluent and AI Risk Put a $15.6 Billion Quarter in Focus

IBM will report first-quarter results Wednesday after markets close, with analysts expecting adjusted earnings of $1.81 per share on $15.6 billion in revenue. Investors are watching for signs that software growth, boosted by the $11 billion Confluent acquisition in March, can support a higher 2026 outlook. Red Hat’s performance and updated guidance are in focus. Several analysts cut price targets ahead of the report but kept positive ratings.
Confluent Stock Price Caps at $31 as IBM Closes $11 Billion Buyout and CFLT Trading Ends

Confluent Stock Price Caps at $31 as IBM Closes $11 Billion Buyout and CFLT Trading Ends

IBM completed its $11 billion acquisition of Confluent Inc., paying $31 per share in cash, with trading in CFLT stock halted and suspended on Nasdaq as of March 18. Confluent is now a wholly owned IBM subsidiary. IBM will integrate Confluent’s data-streaming software into its AI and hybrid-cloud products. Holders of Confluent’s 2027 convertible notes can demand repayment at face value due to the merger.
IBM and Meta bring AI Alliance to Indonesia as IBM shares rise; Australia reviews Confluent deal

IBM and Meta bring AI Alliance to Indonesia as IBM shares rise; Australia reviews Confluent deal

IBM and Meta have expanded their AI Alliance to Indonesia, aiming to boost open-source AI adoption and training. The alliance now includes 195 members in 29 countries. IBM’s $11 billion acquisition of Confluent remains under review by Australia’s competition regulator, with public submissions due by Feb. 12. Many Indonesian firms report unclear returns from new AI systems despite rising adoption.
Confluent stock hugs IBM’s $31 bid — here’s what investors watch next week

Confluent stock hugs IBM’s $31 bid — here’s what investors watch next week

Confluent shares closed at $30.57 Friday, 43 cents below IBM’s $31-per-share cash offer, ahead of key events next week. The company will report earnings Feb. 11 without a call or outlook, and shareholders vote on the merger Feb. 12. Confluent disclosed 17 demand letters and two lawsuits over proxy disclosures but denies wrongdoing. The IBM deal values Confluent at $11 billion.
7 February 2026
Confluent stock stays pinned below IBM’s $31 bid as vote nears and SEC filing flags lawsuits

Confluent stock stays pinned below IBM’s $31 bid as vote nears and SEC filing flags lawsuits

Confluent shares traded near $30.36 premarket Friday, just below IBM’s $31-per-share cash offer, after the company filed new merger disclosures with the SEC in response to shareholder demand letters and lawsuits. Confluent will report earnings Feb. 11 but will not hold a call or forecast while the IBM deal remains pending. The shareholder vote is set for Feb. 12.
6 February 2026
Confluent stock (CFLT) sits under IBM’s $31 bid after fresh merger filing flags shareholder lawsuits

Confluent stock (CFLT) sits under IBM’s $31 bid after fresh merger filing flags shareholder lawsuits

Confluent shares traded at $30.36 after hours Thursday, just below IBM’s $31-per-share cash offer. The company filed additional merger disclosures following 17 shareholder demand letters and two lawsuits alleging proxy omissions. A shareholder vote on the IBM acquisition is set for Feb. 12. The stock’s narrow spread reflects market focus on deal completion risk.
6 February 2026
Confluent stock holds near $31 IBM bid as new SEC filing details shareholder suits, Feb. 12 vote

Confluent stock holds near $31 IBM bid as new SEC filing details shareholder suits, Feb. 12 vote

Confluent shares edged up 0.1% to $30.37 Thursday after the company disclosed new details on shareholder litigation tied to its pending $11 billion IBM acquisition. The stock traded about 2% below IBM’s $31-per-share offer as investors watched for the Feb. 12 shareholder vote and Confluent’s earnings report on Feb. 11.
IBM stock slides again as AI disruption fears grip software; Confluent vote nears

IBM stock slides again as AI disruption fears grip software; Confluent vote nears

IBM shares fell 1.8% to $289.05 Wednesday, extending an 8% slide since Monday amid a global software selloff tied to AI disruption fears. Confluent, which IBM plans to acquire, disclosed lawsuits and shareholder demands over its merger proxy, but said it will issue supplemental disclosures. IBM declared a $1.68 per share dividend, payable March 10. Confluent shareholders will vote on the deal February 12.
Confluent stock price today: CFLT stays just under IBM’s $31 offer as February deadlines near

Confluent stock price today: CFLT stays just under IBM’s $31 offer as February deadlines near

Confluent shares traded at $30.42 Wednesday, about 2% below IBM’s $31-per-share cash offer, as investors await a February 12 shareholder vote on the $11 billion deal. The U.S. antitrust waiting period expired January 12, but the merger still needs shareholder and further regulatory approval. Confluent will report earnings February 11 without a call or outlook. Trading volume surged to 53 million shares ahead of key dates.
Confluent stock hovers below IBM’s $31 bid as key vote, results near

Confluent stock hovers below IBM’s $31 bid as key vote, results near

Confluent shares closed at $30.34 on Wednesday, about 2% below IBM’s $31-per-share cash offer, as software stocks fell and IBM dropped 4%. Heavy trading volume followed ahead of Confluent’s earnings report on Feb. 11 and a shareholder vote on Feb. 12. The spread to IBM’s bid now signals deal risk and timing. U.S. antitrust review ended Jan. 12, but other approvals remain pending.
4 February 2026
Confluent (CFLT) stock slips to $30 as IBM’s $31 deal caps upside — what investors watch next

Confluent (CFLT) stock slips to $30 as IBM’s $31 deal caps upside — what investors watch next

Confluent shares closed at $30.11, 0.4% lower and just below IBM’s $31-per-share cash offer. IBM expects to complete the $11 billion acquisition by mid-2026, with support from holders of about 62% of Confluent’s voting power. Investors are watching U.S. jobs data on Jan. 9 and CPI on Jan. 13 for signals that could affect deal spreads.
IBM Stock (NYSE: IBM) After the Close: Confluent Deal, AI Momentum, Analyst Targets, and What to Watch When Markets Reopen

IBM Stock (NYSE: IBM) After the Close: Confluent Deal, AI Momentum, Analyst Targets, and What to Watch When Markets Reopen

IBM shares closed Friday at $305.09, edging higher in thin post-holiday trading as U.S. indexes slipped. Investors remain focused on IBM’s $11 billion all-cash deal to acquire Confluent, announced this week. The company’s hybrid cloud and AI strategy continues to drive debate over its valuation heading into the year’s final sessions.
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Stock Market Today

  • Sovereign Wealth Funds Shift from Public Markets to Private Investments Amid AI Boom
    June 28, 2026, 7:44 PM EDT. Sovereign wealth funds (SWFs) are reallocating capital away from public stock markets toward private credit and infrastructure to capitalize on the artificial intelligence (AI) growth wave. This shift is driven by concerns over market concentration, where a few large companies dominate public equities, and national security risks tied to public market investments. By increasing exposure to private assets, SWFs seek more diversified and stable returns whilst supporting long-term infrastructure projects. The trend reflects strategic adaptation as governments balance economic returns with geopolitical considerations in an evolving investment landscape.

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29 June 2026
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