Core Insights - Data center and related technology investments are a major driver of U.S. economic growth, accounting for 80% of the increase in final private domestic demand in the first half of 2025 [1][4][5] - The shift in technology company investments is moving towards a capital expenditure model similar to traditional manufacturing, indicating a significant change in investment strategies [2][5] Investment Trends - The U.S. leads in data center capacity, representing over 40% of the global total, with expectations for this share to increase [5] - Investments in data centers encompass various areas including construction, information processing equipment, software, and research and development [4][5] Economic Impact - Despite challenges such as higher borrowing costs and policy uncertainty, business investments related to AI are surging, counterbalancing weaknesses in other sectors of the economy [5] - Preliminary research indicates early productivity gains amid shifts in the labor market, suggesting a positive outlook for future economic performance [4] Future Outlook - The ongoing AI revolution and data center investments are anticipated to yield larger macroeconomic benefits in the future, although the distribution of these benefits may not be uniform across different sectors [5] - S&P Global's upcoming research journal will provide a comprehensive analysis of AI-driven data center growth, covering sector economics, energy resources, financing, and technological advancements [2]

Core Insights - S&P Global and CME Group have completed the sale of OSTTRA to KKR for a total enterprise value of $3.1 billion, with both companies sharing the proceeds equally due to their 50/50 joint venture [1][2]. Group 1: Company Overview - OSTTRA was established in 2021 as a joint venture between CME Group and S&P Global, providing a comprehensive suite of post-trade offerings across various asset classes including interest rates, FX, credit, and equity [2]. - The services offered by OSTTRA include end-to-end connectivity and workflow solutions for banks, broker-dealers, asset managers, and other market participants, focusing on trade processing, lifecycle management, and optimization [2]. Group 2: Advisory Roles - Barclays and Davis Polk acted as financial and legal advisors to S&P Global during the transaction, while Citi and Skadden served in similar capacities for CME Group [3].

Group 1 - S&P Global's Board of Directors has approved a cash dividend of $0.96 per share for the fourth quarter of 2025, payable on December 10, 2025, to shareholders of record on November 25, 2025, resulting in an annualized dividend rate of $3.84 per share [1] - The company has consistently paid dividends since 1937 and is among fewer than 30 companies in the S&P 500 that have increased their dividends annually for over 50 years [2] - S&P Global provides essential intelligence to governments, businesses, and individuals, enabling informed decision-making through data, expertise, and technology [3] Group 2 - The company is recognized for its credit ratings, benchmarks, analytics, and workflow solutions across global capital, commodity, and automotive markets, assisting leading organizations in planning for the future [4]

Core Insights - S&P Global's President and CEO, Martina Cheung, will participate in Barclays 23rd Annual Global Financial Services Conference on September 9, 2025, in New York [1] - The session will be webcast and may include forward-looking information, with CFO Eric Aboaf and SVP of Investor Relations Mark Grant also participating in investor meetings [1] Webcast Details - The webcast will be available live and in replay on the Company's Investor Relations website, with the replay accessible for 90 days until December 7, 2025 [2] - Additional information presented during the session will be available on the Company's Investor Presentations web page [2] Company Overview - S&P Global provides essential intelligence, enabling governments, businesses, and individuals to make informed decisions [3] - The company offers credit ratings, benchmarks, analytics, and workflow solutions in global capital, commodity, and automotive markets [4]

Core Insights - S&P Global reported its second quarter results for 2025, with earnings release and supplemental materials available for review [1] Group 1: Earnings Results - The company's senior management will discuss the second quarter 2025 earnings results during a conference call scheduled for July 31 at 8:30 a.m. EDT [2] - Additional information from the conference call and supplemental slide content can be accessed on the company's Investor Relations website [2] Group 2: Company Overview - S&P Global provides essential intelligence, enabling governments, businesses, and individuals to make informed decisions through data, expertise, and technology [4] - The company is recognized for offering credit ratings, benchmarks, analytics, and workflow solutions across global capital, commodity, and automotive markets [5]