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Wall Street's Favorite Sleeper in the AI Infrastructure Boom?

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Friday, May 9th 2025

Wall Street's Favorite Sleeper in the AI Infrastructure Boom?

Data streaming might sound like a back-office technology, the kind of thing only engineers care about, but it's quickly becoming a foundational pillar of the digital world. And while most investors are busy chasing flashy AI stocks, one lesser-known name sits quietly at the heart of this infrastructure shift, Confluent (NASDAQ: CFLT).

 

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