https://www.spglobal.com/en/feeds/spgmi-rss-feed-researchhttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/10/cheap-ore-costly-chemistry-repricing-the-iron-ore-cost-curveThe traditional value-in-use (VIU) model based on chemical properties is being boosted by the global push for decarbonization. This is changing in the iron ore market, separating high-grade, low-impurity ores from the lower-grade majority. 08 October 2026 14:49:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/10/visible-alpha-breakdown-of-us-airlines-q3-2026-earnings-expectationsUS airlines kick off the third-quarter 2026 earnings season on Friday, October 9, with Delta Air Lines reporting first. Here’s a snapshot of Visible Alpha consensus expectations for major airlines ahead of their earnings releases.08 October 2026 13:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/10/cxmt-revenue-set-for-sharp-acceleration-as-memory-prices-surgeCXMT’s (SSE: 688825) revenue is projected to surge 506% in 2026 as AI demand drives DRAM prices and shipments higher, sharply boosting profitability. The company is expected to report third-quarter results on October 31.07 October 2026 14:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/10/borrowing-builds-across-athletic-retail-as-sector-pressures-mountNike (NKE), Under Armour (UAA) and DICK’S (DKS) Sporting Goods have followed different paths through 2026, but securities-lending data point to a common trend: a growing share of each company’s market value is now on loan.06 October 2026 12:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/10/copper-discoveries-lag-as-industry-focuses-on-expansion-over-additionS&P Global Energy data shows new major copper discoveries are declining. The industry is focusing on expanding existing mines amid a looming supply deficit.05 October 2026 12:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/10/agriculture-fertilizer-market-outlook-geopolitical-climate-risks-2026Explore how geopolitical tensions and a strong El Niño are reshaping agriculture and fertilizer markets, impacting supply chains, prices, and global crop yields.05 October 2026 12:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/10/ariz-staff-recommends-reduced-rate-hike-for-southwest-gasArizona Corporation Commission staff recently filed testimony recommending that Southwest Gas Corp. be accorded a $58.2 million natural gas distribution rate increase versus the $101 million rate hike proposed by the utility.

01 October 2026 14:56:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/10/abbvie-s-tavapadon-could-become-dri-healthcare-trust-s-largest-royalty-assetDRI Healthcare Trust (TSX: DHT.U) is advancing its acquisition of royalties tied to AbbVie’s newly approved Parkinson’s drug Juvmo. Tavapadon royalties are forecast to reach $64 million by 2028, potentially becoming DRI’s largest royalty asset.01 October 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/from-signal-to-action-selecting-thresholds-for-credit-transition-signalsIn today's complex global credit environment, market participants face an escalating challenge: navigating a rapidly shifting risk landscape.30 September 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/visible-alpha-consensus-shows-novartis-pipeline-reset-after-trial-failuresNovartis (SIX: NOVN) faces two late-stage clinical setbacks, weakening expectations for key pipeline drugs pelacarsen and del-desiran.29 September 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/deepak-nitrite-poised-for-a-sharp-fy2027-revenue-reboundDeepak Nitrite’s (NSE: DEEPAKNTR) revenue is expected to rebound 25% in fiscal 2027, led by a 27% recovery in its Phenolics segment. The improvement is expected to come primarily from higher pricing.29 September 2026 13:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/10/who-is-challenging-the-valuationIn May 2026, the Monetary Authority of Singapore (MAS) published an information paper on valuation practices for fund management companies (FMCs). 29 September 2026 12:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/us-grid-congestion-intensifies-as-data-centers-compound-transmission-constraintsRenewable energy curtailment continues to accelerate across US wholesale power markets as transmission development struggles to keep pace with generation additions and electricity demand.25 September 2026 14:56:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/beyond-revenue-growth-unpacking-the-drivers-of-consumer-products-growthHousehold and personal products companies face varied 2026 growth prospects, driven by differing mixes of volume, pricing and portfolio changes. Here’s a look at Visible Alpha consensus expectations across the peer group.25 September 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/beyond-dashboards-bringing-agentic-intelligence-to-loan-market-workflowsIn today's lending environment, organizations have no shortage of data. The challenge is turning that data into timely, actionable intelligence.25 September 2026 12:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/beyond-omnibus-accounts-the-operating-model-shift-behind-singapore-s-custody-reformThe infrastructure may see fewer accounts, but the investors beneath them still need to be serviced. Singapore's custody modernization is as much about where responsibility sits as it is about how accounts are structured25 September 2026 12:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/neste-s-renewables-business-set-to-drive-2026-revenue-recoveryNeste is expected to return to growth in 2026, driven by a sharp recovery in Renewable Products. Renewables are forecast to become the company’s largest business by revenue as demand, margins, and production capacity improve.24 September 2026 15:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/american-healthcare-reit-s-senior-living-revenue-set-to-jump-44-percent-in-2026American Healthcare REIT’s (NYSE: AHR) growth is increasingly shifting toward senior living, with SHOP revenue and NOI expected to surge in 2026 through higher occupancy, stronger same-store performance, and strategic acquisitions.24 September 2026 14:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/vyvgart-s-expanding-pipeline-supports-argenx-s-long-term-sales-potentialVyvgart’s expanding indications and late-stage pipeline are positioning argenx (EBR: ARGX) for sustained growth, with consensus sales projected to rise from $6.2 billion in 2026 to $11.7 billion by 2030.24 September 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/nike-heads-into-q1-2027-results-with-sales-still-under-pressureNike (NYSE: NKE) is expected to report another quarter of declining sales, driven by weakness in Greater China and other markets, as CEO Elliott Hill advances a turnaround focused on restructuring the brand, marketplace and profitability.23 September 2026 14:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/micron-a-look-at-memory-ahead-of-q4-earningMicron (NASDAQ: MU) will report fiscal Q4 2026 earnings on Wednesday, September 30, 2026. Here are the key numbers that we’re watching.22 September 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/smart-glasses-and-ai-in-the-us-benefits-and-opportunitiesS&P Global Market Intelligence Kagan found that more than four in 10 respondents said they were interested in or already owned a pair of smart glasses, suggesting that many Americans find value in this new technology.21 September 2026 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/d-wave-s-bookings-to-surge-in-2026-system-sales-to-drive-majority-growthD-Wave’s (NYSE: QBTS) bookings are are set to grow rapidly in 2026, but revenue remains volatile due to its reliance on large system sales.17 September 2026 14:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/global-economic-outlook-september-2026Energy price shocks, rising sovereign yields and resilient PMIs widen global outlook risks as inflation pressures test central bank policy assumptions.16 September 2026 23:27:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/dallas-cowboys-top-inaugural-kagan-nfl-valuations-at-dollar154bThe analysis places the Cowboys' value at $15.36 billion, followed by the New York Football Giants Inc. and The Los Angeles Rams, LLC at $12.2 billion and $11.5 billion, respectively.15 September 2026 15:50:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/eternal-earnings-set-to-surge-as-blinkit-scales-in-fy-2027Eternal (NSE: ETERNAL) is expected to deliver a sharp FY27 earnings recovery, driven by Blinkit’s maturing quick-commerce network, improving operating leverage and steadier food-delivery growth.11 September 2026 13:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/interoperability-the-missing-link-between-ai-potential-and-business-impactArtificial intelligence is rapidly moving from experimentation to enterprise adoption. Across financial services, firms are investing heavily in AI to improve efficiency, enhance decision-making and unlock new value from their data.11 September 2026 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/ai-in-lending-operations-delivering-faster-more-accurate-outcomesAs lending markets continue to grow in size and complexity, so does the volume of data required to support investment decisions, portfolio management, operations and reporting.11 September 2026 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/mp-materials-magnetics-revenue-poised-to-surge-as-ndpr-demand-growsMP Materials (NYSE: MP) is expanding from rare-earth mining into magnet manufacturing, with Magnetics revenue expected to become its largest business by 2029, supported by rising NdPr volumes and prices.10 September 2026 13:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/global-proteins-to-drive-scales-corp-growth-as-ownership-gains-reshape-revenueScales’ (NZE: SCL) earnings growth is shifting toward Global Proteins, where increased ownership is driving a forecast 113% revenue surge in 2026, while Horticulture and Logistics face slower or declining performance.09 September 2026 14:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/digital-realty-s-ai-fueled-pipeline-points-to-double-digit-ffo-growthVisible Alpha consensus shows anlaysts project Digital Realty’s (NYSE: DLR) FFO per share to grow about 11% annually through 2028, driven by AI and hyperscale demand, alongside rising capex and net debt.09 September 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/primary-markets-group-august-ipo-updateAugust’s seven U.S. IPOs matched the prior month’s deal count, while aggregate proceeds declined modestly. 08 September 2026 13:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/pmi-pulse-julys-data-wrapGlobal economic growth hit a five -month high in July, the PMI signaling GDP growth close to its long -run trend.06 September 2026 13:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/life-insurance-premium-growth-fuels-q2-gains-for-us-life-insurersSecond-quarter growth in US individual and group life premiums pushed US life industry premiums and considerations higher on a year-over-year basis, offsetting lackluster trends in other lines.04 September 2026 14:44:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/rising-government-bond-yields-frequently-asked-questionsEurozone and UK government bond yields are rising as inflation pressures, fiscal deficits and heavy debt issuance lift borrowing costs and test market confidence.04 September 2026 13:27:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/the-price-of-intelligenceThe artificial intelligence (AI) build-out has reached historically extreme investment intensity and unprecedented concentration, but it has not yet developed the financing characteristics that made the dot-com build-out fragile.03 September 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/us-refiners-set-for-sharp-2026-profit-growth-as-global-fuel-markets-tightenUS independent refiners are set for a 2026 rebound in refining profitability as global supply disruptions widen margins. Stronger crack spreads, utilization and export demand are expected to lift realized refining profits across companies.02 September 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/abf-s-sugar-losses-to-deepen-as-weak-prices-energy-costs-squeeze-marginsABF’s (LSE: ABF) Sugar division is seeing a sharp profit squeeze, with weak European prices and higher energy costs driving widening operating losses through 2027. Analysts now expect the recovery to take longer, adding the biggest drag to earnings.01 September 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/how-lead-silver-and-copper-credits-are-reshaping-zinc-mine-profitabilityDiscover how by-product credits from silver and lead are reshaping zinc mine profitability, driving cost competitiveness more than operational performance.28 August 2026 14:44:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/semiconductor-orders-to-fuel-atlas-copco-s-revenue-rebound-in-2026Atlas Copco is expected to rebound in 2026 as orders jump 15%, driven largely by a sharp surge in its semiconductor-exposed Vacuum Technique business amid ongoing chip capacity expansion and advanced packaging investment.28 August 2026 14:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/bbc-2026-funding-and-editorial-concerns-are-challenges-for-new-leadership2025/26 has been another year of both challenges and successes for the British Broadcasting Corp. The organization has appointed a new Director-General, Matt Brittin, who replaced Tim Davie.
27 August 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/pentair-faces-2026-revenue-drag-as-pool-demand-weakensPentair (NYSE: PNR) is expected to face a tougher 2026, with Visible Alpha forecasting net sales declines driven mainly by Consumer Solutions—especially Pool—amid pool-channel inventory corrections, weak housing demand, and higher interest rates. 27 August 2026 14:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/mediatek-s-ai-asics-growth-to-offset-smartphone-weaknessMediaTek (TWSE: 2454) is accelerating its AI data-center strategy, and analysts expect AI ASIC revenues to surge and increasingly drive growth—partly offset near term by a Mobile segment decline amid memory shortages.26 August 2026 14:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/ultragenyx-s-genglycos-approval-opens-a-new-rare-disease-marketUltragenyx’s (NASDAQ: RARE) FDA accelerated approval of Genglycos establishes a first-in-class, disease-modifying gene-therapy entry into the GSDIa market, with analyst forecasts suggesting meaningful commercialization ramp up.26 August 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/moderna-builds-post-covid-case-on-flu-and-cancer-vaccinesModerna's (NASDAQ: MRNA) FDA approval of mFLUSIVA (mRNA-1010) for influenza plus positive Phase 3 data for its melanoma program (mRNA-4157) strengthens its case as it builds a broader mRNA vaccine pipeline, as COVID revenues decline.25 August 2026 13:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/ai-reshapes-global-economic-outlookAI investment, manufacturing production, exports and productivity gains are reshaping the global outlook, supporting US growth, Asia trade and workforce planning.24 August 2026 23:27:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/nvidia-earnings-preview-q2-2027Nvidia (NASDAQ: NVDA) will report fiscal Q2 2026 results on Wednesday, August 26, 2026. Here are the key numbers that we’re watching. 24 August 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/lithium-mine-feasibility-studies-when-the-market-moves-faster-than-the-modelResearch on 180 lithium mine feasibility studies reveals a growing gap between price assumptions and volatile spot prices, creating significant valuation risk.22 August 2026 14:44:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/korean-short-interest-broadens-beyond-index-leadersSecurities lending data show a brief rise in large-cap borrowing alongside a more persistent increase across the broader Korean equity market.21 August 2026 12:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/clearpar-key-enhancements-and-industry-trends-shaping-loan-operationsInsights from the latest ClearPar Connect webinar featuring James Irwin and Curan Brah. 21 August 2026 00:00:00 GMT