Group 1 - S&P Global Inc. is recognized as one of the 14 Best Dividend Aristocrats to invest in heading into 2026 [1] - The company announced a multi-year strategic partnership with Google Cloud to accelerate its AI transformation [2] - This partnership aims to enhance S&P Global's intelligence products by leveraging Google Cloud's data and AI capabilities [3] Group 2 - S&P Global will implement tools to improve productivity and efficiency, including Google Cloud's Gemini Enterprise platform [4] - Goldman Sachs raised its price target for S&P Global to $640 from $637, citing structural and cyclical tailwinds supporting healthy debt issuance and steady growth in ratings revenue [5]

Core Viewpoint - The article emphasizes the advantages of a dividend-focused value investment strategy, highlighting its focus on capital preservation and consistent income growth [1]. Group 1: Investment Strategy - The investment strategy prioritizes high-quality value stocks that provide significant growth potential and long-term safety [1]. - The author advocates for a diversified dividend stock portfolio, which is designed to mitigate risks associated with more aggressive investment approaches [1]. Group 2: Engagement and Community - The author encourages readers to engage through direct messaging, Twitter, or comments, fostering a community around financial independence [1].

Core Insights - The financial sector is positioned as a leading investment opportunity as the stock market approaches all-time highs, influenced by policy uncertainty, tariffs, and inflation pressures that maintain higher interest rates for an extended period [1][2] Financial Sector Performance - Big banks have significantly outperformed the broader indexes, with Citigroup achieving a year-to-date return of +68% and JPMorgan at +35% [3] - The Zacks Finance Market has a year-to-date performance of +18%, slightly trailing the S&P 500 and Nasdaq [4] Dividends and Valuations - The average annual dividend yield in the Zacks Finance Market is 2%, compared to 1% for the S&P 500, making finance stocks attractive for dividend-seeking investors [5] - The finance market's forward P/E multiple is 19X, which is lower than the tech sector's inflated valuations and below the benchmark's 26X [9] Industry Rankings - The Securities and Exchanges Industry is currently the top-rated industry within the Zacks Finance Market, ranking in the top 10% of over 240 Zacks industries [11] - Stocks in the Securities and Exchanges Industry, such as Nasdaq and S&P Global, are benefiting from positive EPS revisions and hold a Zacks Rank 2 (Buy) [12] Overall Sector Outlook - The Zacks Finance Market is rated as the second-best sector out of 16, with the Computer and Technology Market being the only sector with higher-rated sub-industries, making finance a preferred choice for investors seeking value and dividends [13]

Group 1 - Clear Street has included Nasdaq, Coinbase, and S&P Global in its list of top fintech ideas for 2026, with target prices of $108, $415, and $587 respectively [1] - The firm anticipates that tokenization, AI shopping, interest rate reductions, AI fraud prevention, and a revival of IPOs will be key themes in the industry [1]

If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!In the spring I concluded that S&P Global ( SPGI ) had become an impressive information powerhouse. Following the IHS Markit merger, the company has become a $14 billion information powerhouse, ye ...

Economic Growth Forecast - S&P Global Ratings predicts Azerbaijan's GDP growth to be 1.8% in 2025, followed by 1.7% in 2026, and reaching 2% and 2.1% in 2027 and 2028 respectively, resulting in an average annual GDP growth rate of 1.9% from 2025 to 2028 [1] Sector Performance - The growth in the second half of 2025 is expected to be driven primarily by the non-oil and gas sectors, with a year-on-year increase of 1.5% [1] - The oil sector continues to negatively impact overall economic growth due to declining prices and reduced production [1] Oil and Gas Production - In the first ten months of 2025, oil production decreased to approximately 556,000 barrels per day, a year-on-year reduction of about 27,000 barrels per day, representing a decline of 4.6% [1] - Natural gas production was around 849,000 barrels per day (oil equivalent), with a modest year-on-year increase of approximately 14,000 barrels per day (oil equivalent), reflecting a growth of 1.7% [1] - The slight increase in natural gas production is insufficient to offset the decline in oil production, indicating that the traditional oil and gas sector remains in a state of negative growth [1]

本报驻美国特约记者 卓 然 本报特约记者 甄 翔 锁定长期用户并不容易 2029年超过9000亿美元？ 值得注意的是，在海量资金流入数据中心领域的同时，科技巨头正以债务融资的方式吸收更多外部资 金，以满足基础设施建设需求。标普数据显示，今年数据中心相关债务发行规模已达1820亿美元，较去 年全年的920亿美元几乎翻了一番。Meta、谷歌和亚马逊等美国科技巨头发债尤为积极。Meta自2022年 以来发债620亿美元，其中近一半是在今年发行的，而谷歌和亚马逊的发债规模分别为290亿美元和150 亿美元。 美国CNBC网站分析认为，当前人工智能数据中心的高估值和海量投资需求让投资者越来越担心泡沫。 而在刚刚过去的11月，全球股市就已遭遇一波抛售潮。与此同时，一些投资者开始质疑数据中心的价 值。荷兰国际集团负责数据中心和科技事务的全球主管维姆·斯蒂恩巴克斯对CNBC表示，围绕人工智能 技术和商业模式的不确定性持续存在，只有当不确定性降低且技术应用优势变得清晰之后，才能回答当 下如此大的投资规模是否值得的问题。 标普全球预计，到2029年全球数据中心投资需求可能超过9000亿美元。从以往情况看，部分数据中心在 建设阶段 ...

Core Viewpoint - S&P Global Inc. is recognized as one of the best large-cap stocks to invest in, with Goldman Sachs raising its price target from $637 to $640 while maintaining a Buy rating, citing expected growth in debt issuance volumes and ratings revenue due to structural and cyclical tailwinds [1]. Group 1: Acquisition Details - On November 25, S&P Global completed the acquisition of With Intelligence for $1.8 billion, which is expected to generate approximately $130 million in revenue and experience annual contract value growth in the high teens [2][3]. - With Intelligence provides critical data and analytics across the alternatives investing lifecycle, serving around 3,000 customers in private markets globally [2][3]. - The acquisition enhances S&P Global's private markets capabilities and positions the company as a comprehensive provider of private markets intelligence, complementing its existing strengths in ratings, benchmarks, data, analytics, and workflow solutions [4]. Group 2: Company Overview - S&P Global Inc. is an American financial intelligence company that specializes in credit ratings, benchmarks, analytics, and workflow solutions, offering data and technology to assist clients in making informed decisions [5].

J P M O R G A N North America Equity Research 15 December 2025 Information Services 2026 Outlook: We Expect a Constructive "Narrative Shift" on AI; TRU and SPGI Are Our Top Picks To hear more about key topics covered here, please join our 2026 Outlook Call, TODAY at 10:30AM ET /15:30 UKT. Register to participate here. Replay available within 24 hours on J.P. Morgan Markets at the link here. Info Services stocks underperformed the S&P 500 materially in 2025 with our market cap-weighted J.P. Morgan Info Servi ...

Three-year philanthropic program will award grants to nonprofits focused on workforce readiness and AI education NEW YORK, Dec. 17, 2025 /PRNewswire/ -- S&P Global (NYSE: SPGI) today announced the launch of StepForward, a new philanthropic initiative aimed at equipping the next generation with the skills needed to succeed in an AI-enabled workforce. Through StepForward, S&P Global and the S&P Global Foundation will invest $10 million over the next three years to support organizations delivering innovative w ...