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Revisiting 3 Stock Picks: S&P Global, Boeing, and MSG Sports. Where They Stand Now.
Barrons· 2026-02-25 18:38
Barron's Stock Pick Updates: Where S&P Global, Boeing, and MSG Sports Stand Now. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Revisiting 3 Stock Picks: S&P Global, Boeing, and MSG Sports. Where They Stand Now.By [Doug Busch]ShareResize-- ...
S&P Global (NYSE: SPGI): Why AI Is a Tailwind, Not a Threat
The Smart Investor· 2026-02-25 04:00
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S&P Cotality Case-Shiller Index Reports Annual Gain in December 2025
Prnewswire· 2026-02-24 15:00
From This Source]## Explore[Banking & Financial Services][Real Estate][Economic News, Trends, Analysis] [Surveys, Polls and Research][News Releases in Similar Topics]---- -- S&P Cotality Case-Shiller Index Reports Annual Gain in December 2025 [Accessibility Statement] Skip Navigation- Geographic divergence widened sharply: Chicago and New York led all markets with gains above 5%, while Tampa, Phoenix, Dallas, and Miami posted the steepest declines among markets that finished the year in negative territory.- ...
Should You Buy, Sell, or Hold SNOW Stock Before Q4 Earnings Release?
ZACKS· 2026-02-23 17:20
Key Takeaways SNOW is set to report Q4 fiscal 2026 results on Feb. 25 with revenue seen up 26.85%. Snowflake's AI push drove 50% of Q3 bookings and a $100M AI revenue run rate. SNOW trades at 10.19X forward sales, reflecting a premium valuation amid competition. Snowflake (SNOW) is set to release fourth-quarter fiscal 2026 results on Feb. 25.The Zacks Consensus Estimate for fourth-quarter fiscal 2026 earnings has remained steady at 27 cents per share over the past 30 days, indicating a year-over-year declin ...
Bank of America’s $80Bn Bond Loss Raises Capital Questions
Investing· 2026-02-20 05:49
Market Analysis by covering: Bank of America Corp. Read 's Market Analysis on Investing.com ...
UBS Cuts Moody’s Price Target, Maintains Neutral Rating
Financial Modeling Prep· 2026-02-19 22:44
Core Viewpoint - UBS has lowered its price target on Moody's Corp to $490 from $515 while maintaining a Neutral rating, indicating a cautious outlook despite recent performance improvements [1] Group 1: Financial Performance - Moody's shares have outperformed following a solid quarterly report and constructive fiscal 2026 guidance, with the core ratings business expected to deliver high-single-digit revenue growth [1] - The outlook for Moody's core ratings business is viewed as stronger than that of S&P Global, suggesting potential for upside if capital markets remain supportive [1] Group 2: Segment Analysis - Moody's Analytics has shown mixed results relative to medium-term targets, although the company has undertaken selective divestitures to enhance growth prospects for this segment [2] Group 3: Competitive Positioning - Moody's is considered relatively insulated from artificial intelligence-related disruption risks that have affected parts of the information services sector, positioning it as a high-quality franchise with a favorable growth profile [3] - Despite its strong positioning, Moody's valuation trades at a meaningful premium to peers, which may limit its relative risk-reward attractiveness [3]
Ledn 售出 1.88 亿美元比特币抵押债券
Xin Lang Cai Jing· 2026-02-19 00:28
加密借贷平台 Ledn 已售出规模约 1.88 亿美元的比特币抵押证券化债券,该交易包含两只债券,其中投 资级部分定价利差约为基准利率上方 335 个基点。S&P Global 相关信息显示,该交易以约 4,078.87 枚 BTC(公允价值约 3.569 亿美元)作抵押,在近期价格波动背景下,部分抵押贷款曾触发强平。(The Block) (来源:吴说) ...
S&P Global: Rattled By Irrational AI Concerns
Seeking Alpha· 2026-02-17 21:30
There's been a certain irony facing S&P Global Inc. ( SPGI ) of late. While three years of solid double-digit gains have left one of its leading products, the S&P 500, looking rather expensive, shares of the index's parent have been headed in the oppositeI like to take a long term, buy-and-hold approach to investing, with a bias toward stocks that can sustainably post high quality earnings. Mostly found in the dividend and income section. Blog about various US/Canadian stocks at 'The Compound Investor', and ...
S&P Global: An Undervalued Dividend King For Long-Term Investors
Seeking Alpha· 2026-02-16 14:19
Group 1 - The article does not provide any relevant content regarding the company or industry [1]
From software to real estate, US sectors gripped by AI scare trade
BusinessLine· 2026-02-13 18:10
Market Overview - Wall Street is experiencing significant disruption concerns due to AI, leading to a sell-off in various sectors, particularly software companies, which has resulted in sharp losses in U.S. stocks this week [1][2]. Software Sector - The S&P 500 Software & Services index has lost approximately $2 trillion in value since its peak in October, with half of this loss occurring in the past two weeks due to fears that AI could disrupt traditional subscription and enterprise tools [2]. - Notable declines in the Nasdaq 100 include Atlassian down 47%, Intuit down 40%, and Workday down 33% [4]. - The U.S. software sector is facing its worst drawdown in over three years, impacting alternative asset managers with exposure to software-related loans, with firms like Ares, Blackstone, and KKR seeing declines between 13% and 24% this year [5]. Financial Brokerage, Data Analytics & Legal Services - The financial industry, especially brokerages and data analytics firms, has been negatively affected after Altruist introduced AI-enabled tax planning features, raising fears about the viability of their business models [6]. - Shares of brokers such as LPL Financial and Charles Schwab fell over 7%, while S&P Global's shares dropped more than 25% in February, marking its worst month since 2009 [7]. Real Estate Services - Commercial real estate and investment managers have suffered as investors shift away from high-fee, labor-intensive business models perceived as vulnerable to AI disruption, with CBRE Group and Jones Lang LaSalle each dropping about 12% [8]. Insurance Sector - Insurance stocks have experienced a significant decline, with the S&P 500 insurance index falling 3.9% on a single day, its largest drop since mid-October, following the release of an AI-powered comparison tool by Insurify [10]. - Shares of Willis Towers Watson have decreased by 15% this week, while Aon and Arthur J. Gallagher fell by 9% and 15%, respectively [11]. Trucking & Logistics - The trucking and logistics sector saw unexpected declines, with stocks like Landstar System and C.H. Robinson dropping sharply after Algorhythm Holdings reported a significant increase in freight volumes without a corresponding rise in operational headcount [13].