S&P Global: AI Is A Weak Bear Argument

S&P Global is rated a BUY, as AI disruption risks are overstated and unfairly discounted across the business. Ratings and Indices segments generate nearly two-thirds of adjusted segment profit, are highly regulated, and are resilient to AI threats. Market Intelligence, contributing 22% of profits, faces the most AI risk but remains profitable and strategically important despite modest growth.

Seeking Alpha • 15 hours ago

BrightSpring Health Services Set to Join S&P MidCap 400 and Karman Holdings to Join S&P SmallCap 600

NEW YORK, July 14, 2026 /PRNewswire/ -- S&P SmallCap 600 constituent BrightSpring Health Services Inc. (NASD: BTSG) will replace Chart Industries Inc. (NYSE: GTLS) in the S&P MidCap 400, and Karman Holdings Inc. (NYSE: KRMN) will replace BrightSpring Health Services in the S&P SmallCap 600 effective prior to the opening of trading on Friday, July 17. S&P 500 constituent Baker Hughes Co. (NASD: BKR) is to acquire Chart Industries in a deal expected to close July 16, pending final closing conditions.

PRNewsWire • Jul 14, 2026

Here's Why You Should Retain S&P Global Stock in Your Portfolio

SPGI's subscription model, AI-powered offerings and steady segment growth support its outlook as recurring revenues remain resilient.

Zacks Investment Research • Jul 13, 2026

S&P Global: The New Growth Engines Few Are Modeling (Target Price: $500)

S&P Global is now a leaner, post-spin company focused on Ratings, Indices, Energy, and Market Intelligence. SPGI targets margin expansion, driven by higher-than-expected debt issuance and surging API call volumes linked to AI adoption. API usage is scaling non-linearly, signaling a structural shift to programmatic data consumption and potentially stickier, higher-growth revenues.

Seeking Alpha • Jul 13, 2026

Solaris Energy Infrastructure Set to Join S&P SmallCap 600

NEW YORK, July 9, 2026 /PRNewswire/ -- Solaris Energy Infrastructure Inc. (NYSE: SEI) will replace Catalyst Pharmaceuticals Inc. (NASD: CPRX) in the S&P SmallCap 600 effective prior to the opening of trading on Wednesday, July 15. Angelini Pharma S.p.A.

PRNewsWire • Jul 9, 2026

How S&P Global Quietly Collects a Toll on Wall Street

S&P Global offers investors and institutions critical stock and stock market analysis. Its customers demand -- and pay for -- critical and constantly updated information.

The Motley Fool • Jul 7, 2026

Buy these quality, low-stress stocks for the summer, says Jefferies

Markets have become more volatile as investors debate whether big tech companies are getting enough return on their AI spending. The S&P 500 momentum index has outperformed the wider market by more than 70% since 2024, close to levels seen during the 1990s dot-com era.

CNBC • Jul 7, 2026

S&P Global Schedules Second Quarter 2026 Earnings Announcement and Conference Call for Tuesday, July 28, 2026

NEW YORK, July 6, 2026 /PRNewswire/ -- S&P Global's (NYSE: SPGI) second quarter 2026 results will be issued on Tuesday, July 28, 2026 via news release at approximately 7:15 a.m. Eastern Daylight Time.

PRNewsWire • Jul 6, 2026

S&P Global Evolves Market Intelligence Operating Model to Accelerate Agentic Solutions, Platform Capabilities and Innovation; Announces Executive Leadership Changes

NEW YORK, July 6, 2026 /PRNewswire/ -- S&P Global (NYSE: SPGI) today announced the new Market Intelligence operating model. This evolution is designed to better align the business with changing customer needs and to position the company for growth in an AI-driven market, pairing its unmatched breadth and depth of data and deep domain expertise with more integrated AI-powered tools, workflows and experiences.

PRNewsWire • Jul 6, 2026

S&P Global Provides Pro Forma and Recast Financial Results and Updated Segment Information

New reported business lines for Energy and Market Intelligence Updated allocated expenses and margins for the enterprise and all four divisions 2026 guidance reflecting the spin-off of Mobility to be provided with 2Q 2026 Earnings on July 28 NEW YORK, July 6, 2026 /PRNewswire/ -- S&P Global (NYSE: SPGI) is providing recast financial results, excluding the contribution from the Mobility division ("Mobility"). In a previous release dated July 1, 2026, the Company announced the successful completion of the spin of Mobility into an independent, public company – Mobility Global (NYSE: MBGL).

PRNewsWire • Jul 6, 2026