$SPGI

Investing.com highlights three investment angles: 1) Credit rating agencies Moody's (MCO) and S&P Global (SPGI) leveraging AI, with MCO up 1.63% YTD and SPGI down 22.58%. 2) Fortress balance sheet stocks like NVIDIA (NVDA), Fastenal (FAST), and Monster Beverage (MNST) with strong credit metrics. 3) Renault (RNO) upgraded to investment grade by Moody's, potentially lowering borrowing costs. Each angle has unique risks and time horizons.

Bill Ackman's Pershing Square sold its Alphabet stake and increased its Meta position by 20%. Meta's stock rose 19% since June, driven by its AI product Muse, while Alphabet faced antitrust challenges and high capital spending. Meta's Q2 revenue grew 28% YoY to $60.8B. Analysts see potential in both stocks but highlight Meta's valuation discount and Muse's revenue potential.

Despite a failed Senate vote on digital asset legislation, several companies advanced crypto initiatives. S&P Global acquired OpenZeppelin, Circle launched Arc blockchain, Coinbase introduced crypto products for banks, and Bottomline partnered with Chainlink. The SEC and CFTC also took steps to regulate crypto assets. These moves highlight industry progress despite regulatory uncertainty.

S&P Global (SPGI) agreed to buy OpenZeppelin, a blockchain security firm. Pearson (PSO) announced an acquisition, details not specified. Both deals were reported this week.

S&P Global agreed to acquire OpenZeppelin, a provider of open-source smart contract code used in most major stablecoins. The deal, S&P's second crypto-related acquisition in three days, gives the ratings firm control over the infrastructure behind tokenized assets. OpenZeppelin's code has facilitated over $37 trillion in value, according to the company. S&P Global's stock closed at $406.76 on September 16, near its 52-week low.

S&P Global agreed to acquire OpenZeppelin, a blockchain security company whose smart contracts have facilitated over $37 trillion in value transfers. The deal aims to enhance S&P Global's digital asset capabilities, including risk assessment and smart contract technology. OpenZeppelin will operate as a separate business unit under S&P Global, with its open-source tools remaining free. Financial terms were not disclosed, and the transaction is subject to closing conditions.

S&P Global (SPGI) will acquire OpenZeppelin, a security standard for onchain finance. The deal expands S&P's risk assessment capabilities in digital assets. OpenZeppelin will operate independently. Financial terms were not disclosed. SPGI shares rose 1.04% in pre-market trading.

S&P Global (SPGI) reported Q2 2026 adjusted earnings of $4.83 per share, up 23% YoY, and pro-forma revenues of $3.68B, up 11% YoY. Recurring revenues grew 8% YoY, and the company expanded its AI-driven distribution. Adjusted operating profit rose 15% YoY, with margins increasing 200 bps. SPGI repurchased $1.5B in shares in H1 2026 and raised its 2026 repurchase target to over $7B. However, expenses rose 5.7% YoY, potentially pressuring margins.

S&P Global led a $110M Series B funding round for Kaiko, a crypto data provider, with participation from BNP Paribas, Nasdaq, and others. Kaiko will use the funds to expand its market data infrastructure, serving institutions in digital assets. The company has raised $187M total since 2021, but did not disclose its valuation.

S&P Global (NYSE: SPGI) stock rose 2% on Monday after announcing a strategic investment in Kaiko, a private data firm specializing in digital assets. The investment was part of Kaiko's $110M Series B funding round, which also included Coinbase Ventures and Nasdaq Ventures. S&P Global and Kaiko collaborate on the S&P Kaiko Digital Asset Indices, and the investment signals S&P Global's focus on digital assets. The S&P 500 index fell 0.5% on the same day.