Again much lower incoming
What's on your mind?
As an S&P Global shareholder, I appreciate the company's strong position in credit ratings, financial data, and market analytics. Its recurring revenue and high-quality business model provide resilience across market cycles. The key questions are whether demand for financial data and ratings will continue growing, and whether the company can keep expanding its analytics and index businesses.
$Taiwan Semiconductor(TSM.US)
A broad tech pullback dragged TSM lower after it hit record highs earlier this week. This dip looks more like short term exhaustion than any weakness in its foundry business.
S&P Global’s positive outlook upgrade reinforces how strong TSM really is. It leads the world in advanced chip manufacturing, powers key AI and high performance computing supply chains, and remains the foundry partner competitors struggle to replace.
Instead of chasing the top, this cooldown gives me a better chance to see whether real buying support is forming.
@Bridge Buzz SG
$S&P Global(SPGI.US)much lower incoming
$S&P Global(SPGI.US) Double Beat + Updated Guidance
Q1 Adj EPS: $4.97 vs $4.82 estQ1 REV: $4.171B vs $4.071B estFY2026 Adj EPS Guidance Affirmed$19.40-$19.65 vs $19.60 estFY2026 Sales Guidance Lowered$16.348B-$16.655B --> $16.302B-$16.601B vs $16.484B est🟩 +1.22%$S&P Global(SPGI.US) | S&P Global Inc., Q1-2026 Earning Report
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $S&P Global(SPGI.US) S&P Global to Sell Energy Software Portfolio to SLB
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:➤ S&P Global to divest 𝐠𝐞𝐨𝐬𝐜𝐢𝐞𝐧𝐜𝐞 and engineering software to SLB.➤ Portfolio includes 𝐊𝐢𝐧𝐠𝐝𝐨𝐦, Petra, Harmony, and FieldDIRECT platforms.➤ Move part of strategic 𝐮𝐩𝐬𝐭𝐫𝐞𝐚𝐦 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 restructuring.➤ S&P to launch 𝐓𝐢𝐭𝐚𝐧, an 𝐀𝐈-𝐩𝐨𝐰𝐞𝐫𝐞𝐝 upstream data platform.➤ Titan targets 𝟏𝟏𝟎,𝟎𝟎𝟎 users across 𝟒,𝟎𝟎𝟎 organizations globally.➤ Companies to expand 𝐩𝐚𝐫𝐭𝐧𝐞𝐫𝐬𝐡𝐢𝐩 on data distribution and AI models.➤ Deal expected to close 𝐇𝟐 𝟐𝟎𝟐𝟔 or early 𝟐𝟎𝟐𝟕.Source: Hardik Shah
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