SPGI news & sentiment — S&P Global Inc.

MAY 25·finance.yahoo.comMed

Kevin Warsh Sworn In as Fed Chair With Lowest Senate Votes Ever Amid Independence Concerns

S&P Global said the Iran conflict is increasingly affecting growth and prices, citing March 2026 headline PCE of 3.5% year over year and a sharp energy inflation rise (11.56% month over month). The article says new Fed Chair Kevin Warsh was confirmed with the lowest Senate votes in Fed history amid concerns about independence, but the hawkish committee and elevated inflation backdrop give him cover to keep rates steady.

MAY 25·bnnbloomberg.ca

AI is coming for Wall Street: Jon Erlichman

The article says AI agents are moving beyond chatbots to perform tasks such as reading earnings transcripts, building financial models, and completing compliance reviews. It cites Anthropic’s launch of 10 finance-focused agents and says major banks and others (JPMorgan, Goldman Sachs, Citigroup, AIG, Visa) are deploying them. It adds that data/software providers including FactSet, Thomson Reuters, S&P Global, Moody’s, and Morningstar saw share pressure.

MAY 22·TIKR.com

S&P Global CEO Just Outlined the Path Forward. The Stock Is Still Down 28%

S&P Global (SPGI) stock has been in a downturn despite strong financial performance and a clear growth strategy presented by CEO Martina Cheung. The company's focus on private markets and AI integration aims to address concerns about competitive erosion and AI disruption. With the imminent spin-off of Mobility Global and upcoming Q2 2026 earnings, the article suggests the market will soon re-evaluate SPGI's valuation based on fundamental data.

$SPGI

Kevin Warsh Sworn In as Fed Chair With Lowest Senate Votes Ever Amid Independence Concerns

AI is coming for Wall Street: Jon Erlichman

S&P Global CEO Just Outlined the Path Forward. The Stock Is Still Down 28%

News on $SPGI