Search: SPGI - Buzzberg

Date	Ticker	Price	Dir	Speaker	Thesis	Source
Feb 19	SPGI	$419.38 $419.38 +0.0%	N/A	Finnhub News	—	Finnhub - SPGI A Look At S&P Global (SPGI) Valuation After R...
Feb 19	SPGI	$419.38 $419.38 +0.0%	N/A	Finnhub News	—	Finnhub - SPGI RingCentral Joins S&P Indices As Valuation An...
Feb 18	SPGI	$419.38 $419.38 +0.0%	N/A	Finnhub News	—	Finnhub - SPGI S&P Global Deepens Climate Data Reach As Insi...
Feb 18	SPGI	$419.38 $419.38 +0.0%	N/A	Finnhub News	—	Finnhub - SPGI Moody's Rebuts Concerns About AI Disruption; ...
Feb 18	SPGI	$419.38 $419.38 +0.0%	N/A	Finnhub News	—	Finnhub - SPGI CNH in top 1% of S&P Global’s 2026 Sustainabi...
Feb 18	SPGI	$419.38 $419.38 +0.0%	N/A	Finnhub News	—	Finnhub - SPGI MCO Q4 Earnings Beat on Rising Analytics Dema...
Feb 18	SPGI	$419.38 $419.38 +0.0%	LONG	Michael Batnick Managing Partner, Ritholtz Wealth Management	Michael distinguishes between software companies with "proprietary data/regulatory lock-in" versus those without. While generic data providers (like FactSet) might be at risk from LLMs, S&P Global has a regulatory moat. An AI cannot issue a credit rating that satisfies regulatory requirements; only a licensed agency can. Michael explicitly stated he plans to buy SPGI, viewing it as immune to the disruption facing generic SaaS. Regulatory changes or a shift in how credit analysis is consumed.	The Compound News Is AI a Mistake? \| Animal Spirits 452
Feb 17	SPGI	$410.45 $419.38 +2.2%	N/A	Finnhub News	—	Finnhub - SPGI Private Credit, Tech Issuance fuelled by AI, ...
Feb 17	SPGI	$410.45 $419.38 +2.2%	N/A	Finnhub News	—	Finnhub - SPGI S&P Global: Rattled By Irrational AI Concerns
Feb 17	SPGI	$410.45 $419.38 +2.2%	N/A	Finnhub News	—	Finnhub - SPGI UBS Maintains Buy on S&P Global, Lowers Price...
Feb 17	SPGI	$410.45 $419.38 +2.2%	N/A	Finnhub News	—	Finnhub - SPGI Verisk and S&P Global Energy Collaborate to D...
Feb 17	SPGI	$410.45 $419.38 +2.2%	N/A	Finnhub News	—	Finnhub - SPGI CERAWeek by S&P Global 2026 to Convene Energy...
Feb 17	SPGI	$410.45 $419.38 +2.2%	N/A	Finnhub News	—	Finnhub - SPGI S&P Global Award And Insider Buying Highlight...
Feb 17	SPGI	$410.45 $419.38 +2.2%	N/A	Finnhub News	—	Finnhub - SPGI S&P Global Energy Announces Data-Sharing Coll...
Feb 16	SPGI	$409.54 $419.38 +2.4%	N/A	Finnhub News	—	Finnhub - SPGI Subscription Model & Acquisitions Aid S&P Glo...
Feb 16	SPGI	$409.54 $419.38 +2.4%	N/A	Finnhub News	—	Finnhub - SPGI Healthy Global Loan Issuance Volumes to Drive...
Feb 16	SPGI	$409.54 $419.38 +2.4%	N/A	Finnhub News	—	Finnhub - SPGI A Look Into S&P Global Inc's Price Over Earni...
Feb 16	SPGI	$409.54 $419.38 +2.4%	N/A	Finnhub News	—	Finnhub - SPGI Wall Street Is Sleeping on This High-Yield Ca...
Feb 16	SPGI	$409.54 $419.38 +2.4%	N/A	Finnhub News	—	Finnhub - SPGI S&P Global: An Undervalued Dividend King For ...
Feb 16	SPGI	$409.54 $419.38 +2.4%	N/A	Finnhub News	—	Finnhub - SPGI Chart of the Day 2-16-26- With Past IPOs Slum...
Feb 16	SPGI	$409.54 $419.38 +2.4%	N/A	Finnhub News	—	Finnhub - SPGI A Look At Merchants Bancorp (MBIN) Valuation ...
Feb 15	SPGI	$409.54 $419.38 +2.4%	N/A	Finnhub News	—	Finnhub - SPGI An S&P Global International Insider Bought Up...
Feb 15	SPGI	$409.54 $419.38 +2.4%	N/A	Finnhub News	—	Finnhub - SPGI The SaaS-pocalypse Crushes S&P Global — Is th...
Feb 13	SPGI	$409.54 $419.38 +2.4%	N/A	Finnhub News	—	Finnhub - SPGI Is S&P Global (SPGI) Still Priced Fairly Afte...
Feb 13	SPGI	$409.54 $419.38 +2.4%	N/A	Finnhub News	—	Finnhub - SPGI How Recent Analyst Shifts Are Rewriting The S...
Feb 13	SPGI	$409.54 $419.38 +2.4%	N/A	Finnhub News	—	Finnhub - SPGI New territory: RXO debt rating from Moody’s n...
Feb 13	SPGI	$409.54 $419.38 +2.4%	N/A	Finnhub News	—	Finnhub - SPGI S&P Global Ratings Wins Ratings Provider of t...
Feb 13	SPGI	$409.54 $419.38 +2.4%	N/A	Finnhub News	—	Finnhub - SPGI 2 Large-Cap Stocks with Promising Prospects a...
Feb 13	SPGI	$409.54 $419.38 +2.4%	N/A	Finnhub News	—	Finnhub - SPGI S&P Global Rally Story Tested By 2025 Strengt...
Feb 12	SPGI	$397.20 $419.38 +5.6%	N/A	Finnhub News	—	Finnhub - SPGI Fortis Inc (FTS) Q4 2025 Earnings Call Highli...
Feb 12	SPGI	$397.20 $419.38 +5.6%	N/A	Finnhub News	—	Finnhub - SPGI American Electric Power Q4 Earnings Call High...
Feb 12	SPGI	$397.20 $419.38 +5.6%	N/A	Finnhub News	—	Finnhub - SPGI S&P Signals Possible Junk Downgrade as Harley...
Feb 12	SPGI	$397.20 $419.38 +5.6%	N/A	Finnhub News	—	Finnhub - SPGI BMO Capital Maintains Outperform on S&P Globa...
Feb 12	SPGI	$397.20 $419.38 +5.6%	N/A	Finnhub News	—	Finnhub - SPGI Mizuho Maintains Outperform on S&P Global, Lo...
Feb 12	SPGI	$397.20 $419.38 +5.6%	N/A	Finnhub News	—	Finnhub - SPGI Evercore ISI Trims S&P Global Inc. (SPGI) Pri...
Feb 12	SPGI	$397.20 $419.38 +5.6%	N/A	Finnhub News	—	Finnhub - SPGI CARFAX: 225,000 More Vehicles Receive "Do Not...
Feb 11	SPGI	$390.76 $419.38 +7.3%	AVOID	Josh Brown CEO, Ritholtz Wealth Management	"We are separating the market into two camps... Information merchants... and legacy platforms... the value of selling information to people is declining at a precipitous rate." For 15 years, the market fetishized "asset-light" software models. AI has flipped this. If AI reduces corporate headcount, the "per-seat" pricing model (SaaS) of companies like Salesforce and Workday collapses because there are fewer humans to sell subscriptions to. Furthermore, AI can replicate "information merchant" value propositions cheaply. Avoid "Vertical Market Software" and companies selling pure IP/Information; they are the "losers" in the AI shift. AI adoption might be slower than expected, or these companies successfully pivot to consumption-based pricing.	The Compound News Is It Time to Buy Software Stocks?

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