https://www.spglobal.com/en/feeds/spgmi-rss-feed-researchhttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/10/fiberconnect-apac-2026-malaysia-and-ai-on-the-verge-of-vast-data-consumptionMalaysia's journey to digital transformation is propelled by AI and emerging technologies, which are driving demand for high-capacity fiber connectivity and robust digital infrastructure28 October 2026 17:47:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/10/the-beneficial-owner-data-dashboard-q3-2026Beneficial owners generated a record $4.43 billion in securities lending revenues during Q3, highlighting lending’s contribution to portfolio income. 26 October 2026 09:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/10/lvmh-posts-modest-q3-sales-beat-as-china-demand-weakensLVMH reported a modest beat on third-quarter sales, with revenue slightly ahead of Visible Alpha consensus expectations but organic growth lagging consensus. 22 October 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/10/civitas-acquisition-oil-rally-boost-sm-energy-s-2026-revenue-outlookSM Energy's acquisition of Civitas Resources is set to double revenue and production in 2026, driven by expanded Permian and Denver-Julesburg Basin assets and higher oil prices. Profitability is forecast to rise sharply alongside output growth.21 October 2026 13:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/10/spacex-earnings-preview-q3-2026SpaceX will report results on Tuesday, October 20, 2026. Here are the key numbers that we’re watching. 20 October 2026 02:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/10/global-economic-outlook-october-2026October’s global economic outlook: resilient growth in 2026, but rising inflation, interest rates and bond yields weigh on 2027 prospects.19 October 2026 23:27:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/10/meta-and-netflix-earnings-previewsMeta and Netflix will report their earnings this week. Dive into Visible Alpha expectations ahead of earnings.19 October 2026 13:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/10/ai-driven-telco-infrastructure-in-asia-pacific-telco-hyperscaler-partnershipsS&P Global Market Intelligence Kagan has collaborated with the Fiber Network Council Asia-Pacific on a white paper about AI-driven telco infrastructure in Asia-Pacific in 2026.16 October 2026 15:50:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/10/tesla-s-revenue-earnings-expected-to-edge-lower-despite-delivery-beatTesla's upcoming earnings report will show whether strong vehicle deliveries and growth in energy storage can offset pressure on its automotive business.15 October 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/10/shanghai-putailai-poised-for-sharp-growth-as-battery-demand-strengthensThe company is forecast to deliver 48% year-over-year revenue growth in 2026, driven by stronger demand for battery materials, rising separator-coating sales, and a rebound in anode materials prices and volumes.15 October 2026 13:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/10/tsmc-set-for-strong-quarterly-growth-driven-by-continued-ai-chip-demandTSMC is expected to post strong third-quarter growth, driven by AI-chip demand and a rapid 2nm ramp-up, while sharply higher capital spending puts pressure on margins.14 October 2026 14:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/10/nba-tips-off-2nd-year-of-media-deals-with-surging-viewership-and-expansion-plansThe National Basketball Association Inc. (NBA) enters the second year of its landmark media rights agreements with NBC (US), ABC (US)/ESPN (US) and Amazon.com Inc., building on a season of soaring viewership and renewed excitement. 08 October 2026 15:50:00 GMThttps://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/ces-2026-price-rally-boosts-copper-exploration-to-its-highest-since-2012Copper exploration has reached its highest level since 2012, as both junior and major companies increased their efforts to explore the red metal. 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 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/global-economic-outlook-august-2026The global economy is showing resilience, with stronger growth forecasts, stable core inflation and divergent monetary policy outlooks.19 August 2026 23:27:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/us-interconnection-queue-reforms-make-impact-as-withdrawn-capacity-tops-1-8-twUS interconnection queues have shifted sharply from a story of unchecked intake to one of filtering, reprioritization and attrition.19 August 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/commission-staff-supports-a-fraction-of-wisconsin-public-services-rate-requestStaff of the Public Service Commission of Wisconsin filed testimony on Aug. 14 in a rate case for WEC Energy Group Inc. subsidiary Wisconsin Public Service Corp. 19 August 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/09/the-long-short-report-september-2026The long / short report provides a geographic analysis of the long/short market by sector, using S&P Global Market Intelligence's securities finance short interest data.18 August 2026 12:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/africa-critical-minerals-reshaping-global-supply-chains-geopoliticsAnalysis of Africa's growing role in critical minerals, the geopolitical competition, and the impact on global supply chains for energy, tech, and defense.18 August 2026 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/beyond-the-mark-making-private-equity-valuations-defensibleStrengthening valuation discipline across direct investments and fund interests17 August 2026 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/the-visible-alpha-ai-monitor-h1-2026-update-whats-next-for-aiThe Visible Alpha AI Monitor aggregates publicly traded US technology companies, providing a comprehensive measure of the current state and projected growth of the core AI industry.14 August 2026 14:26:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/amd-postq-ai-growth-lifts-estimates-investment-expectations-weigh-on-sharesAMD (NASDAQ: AMD) delivered a Q2 earnings beat as Data Centers drove results. Analysts responded with upward Q3 and FY2026 revenue/EPS revisions, even as expectations for higher CapEx and weaker free cash flow weighed on the initial share reaction.14 August 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/amazon-postq-aws-reaccelerates-as-ai-investment-pushes-capex-higherAmazon’s (NASDAQ: AMZN) AWS growth re-accelerated to a four-year high, driving a strong quarter as profitability outpaced expectations. But rising AI-led CapEx casts a heavier investment cost over the outlook.11 August 2026 13:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/to-infinity-and-beyondFollowing SpaceX’s landmark IPO, the space sector has attracted growing interest in the securities-lending market.11 August 2026 12:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/resources/private-credit-inflection-point-whitepaperPrivate credit has become one of the fastest-growing segments of global finance, with non-bank lenders now accounting for more than $1.4 trillion in private credit lending in the U.S.10 August 2026 15:06:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/arbolus-is-now-available-in-spglobal-aftermarket-research-collectionResearch reports from Arbolus, a leading AI-powered expert insights & data network, are now available in the S&P Global Aftermarket Research collection.10 August 2026 14:10:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/consensus-price-forecasts-economics-fundamentals-lift-metals-in-julyThe US excess and surplus (E&S) homeowners market has evolved from niche to necessity as admitted insurers retreat from, reprice or restrict coverage for increasingly complex residential risks.06 August 2026 14:44:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/from-hormuz-to-cost-curve-minings-inflation-reckoning-in-h1-2026Analysis of H1 2026 mining trends reveals cost inflation from geopolitical shocks, diverging commodity markets, and a strategic race for copper capacity.06 August 2026 14:44:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/johnson-n-johnson-postq-innovative-medicine-lifts-outlook-medtech-weakJohnson & Johnson (NYSE: JNJ) beat Q2 expectations with strong Innovative Medicine gains and raised full-year guidance, but MedTech softness, especially Interventional Solutions, kept investor sentiment cautious.06 August 2026 13:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/reits-increasingly-favoring-at-the-market-offerings-when-issuing-equityWith low valuations for the sector overall, follow-on common equity offerings for US real estate investment trusts have declined significantly in recent years. That being said, REITs continue to utilize at-the-market offering programs as a form of raising capital.05 August 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/insurers-went-bargain-hunting-for-bdc-bonds-in-q1Insurance companies did not shy away from the securities of business development companies in the first quarter of 2026, despite broader market concerns over the quality of some BDC portfolio investments.05 August 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/sk-hynix-postq-profit-beat-offsets-revenue-missSK Hynix’s (KRX: 000660) Q2 results beat expectations on profit and cash flow despite a slight revenue miss. Analysts became more positive on full-year profit despite a more cautious near-term revenue view.05 August 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/dominions-storage-mandate-highlights-value-of-long-duration-capacityVirginia is accelerating its transition to a cleaner, more resilient grid even as electricity demand surges, particularly from data centers. 30 July 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/gold-mine-feasibility-studies-analyzing-the-discipline-of-through-the-cycle-pricingS&P Global Market Intelligence research finds gold feasibility studies use price assumptions far below spot prices, creating a cushion of unaccounted value. 29 July 2026 14:44:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/07/spacex-earnings-preview-q2-2026SpaceX (NASDAQ: SPCX) will report results next week. Here are the key numbers that we’re watching. 28 July 2026 20:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/07/digitalocean-set-for-another-quarter-of-strong-growthDigitalOcean (NYSE: DOCN) is expected to post another quarter of solid growth, when it reports Q2 earnings on on August 4, driven by rising demand for its cloud and AI services and higher customer spending.28 July 2026 14:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/07/tesla-postq-revenue-beat-overshadowed-by-margin-pressureTesla (NASDAQ: TSLA) Q2 results are in. Here's a look at the key takeaways from the earnings call, the updated outlook, and the revisions to Visible Alpha consensus expecatations across key metrics.28 July 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/07/alphabet-postq-ai-growth-accelerates-as-spending-weighs-on-cash-flowAlphabet's (NASDAQ: GOOGL) Q2 results are in. Here's a look at the key takeaways from the earnings call, the updated outlook, and the revisions to Visible Alpha consensus expecatations across key metrics.27 July 2026 13:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/07/act-now-the-irs-form-1042-e-file-waiver-deadline-is-fast-approachingIRS Form 1042 filers must act before the 1 August 2026 e-file waiver deadline to secure MeF access, engage an approved provider, or prepare a hardship waiver request for paper filing.27 July 2026 09:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/07/amazon-earnings-preview-q2-2026Amazon (NASDAQ: AMZN) will report results next week. Here are the key numbers that we’re watching. 24 July 2026 13:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/07/microsoft-and-meta-earnings-previewsMicrosoft (NASDAQ: MSFT) and Meta (NASDAQ: META) will report earnings next week. Here's a look at Visible Alpha consensus expectations going into earnings. 23 July 2026 13:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/07/celcuity-s-revtorpyk-approval-fuels-blockbuster-expectationsCelcuity’s (NASDAQ: CELC) FDA approval of Revtorpyk for 2L HR+/HER2−, PIK3CA wild-type breast cancer marks its first commercial launch, with label expansion and strong revenue-upside projections contingent on ongoing VIKTORIA-2 1L results.23 July 2026 13:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/07/netflix-postq-slower-advertising-ramp-mask-profit-resilience-outlook-easesNetflix (NASDAQ: NFLX) posted Q2 profitability that beat expectations, but revenue fell just short and advertising revenue lagged forecasts. Softer Q3/full-year guidance and weaker ad assumptions drove modest consensus cuts and weighed on the stock.22 July 2026 14:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/07/sk-hynix-listing-volatility-gives-way-to-earnings-focusSK Hynix (KRX: 000660) shares slid after its US listing as investors took profits ahead of its July 23 Q2 results. Visible Alpha consensus expects revenue to jump 260% YoY (DRAM up 265%, NAND up 330%), driven largely by steep pricing increases.21 July 2026 15:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/07/analysts-see-oklo-generating-first-commercial-revenue-in-2026Oklo (NYSE: OKLO) targets AI data-center power with advanced nuclear, but shares have fallen on regulatory risk and ongoing losses. Analysts expect a 2026 inflection with first commercial revenue, with growth in the 2030s dependent on approvals and execution.21 July 2026 14:15:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/07/the-long-short-report-july-2026The long / short report provides a geographic analysis of the long/short market by sector, using S&P Global Market Intelligence's securities finance short interest data.17 July 2026 12:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/07/global-economic-outlook-july-2026Global growth forecasts improve on lower commodity prices, but Middle East conflict and inflation risks keep the 2026 outlook uncertain.16 July 2026 23:27:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/07/3-8b-long-term-care-deal-a-sign-of-reinsurance-markets-evolutionLife reinsurers continue to broaden their appetite for a more diverse array of liabilities, including expansion into new geographies and lines of business that some may have previously eschewed.16 July 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/07/slack-demand-surging-inventory-pressurize-us-coal-pricesDomestic coal producers cited cost pressures and low demand as factors reducing earnings during the first quarter of 2026. 16 July 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/07/intel-s-ai-driven-data-center-growth-set-to-power-second-quarter-earningsIntel (NASDAQ: INTC) reports Q2 earnings on July 23, with revenue projected to grow 12%, led by Products, including Data Center/AI growth. Updates on Foundry and manufacturing expansion will be key as AI and advanced compute demand continues.16 July 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/07/consensus-highlights-rapid-sales-ramp-for-revolution-medicines-lead-cancer-drugRevolution Medicines' (NASDAQ: RVMD) daraxonrasib has begun a phased EMA review after FDA expanded access, and strong Phase III results. Analysts project approval-driven sales ramping from ~$74M in 2026 to ~$648M in 2027, surpassing $1.2B by 2028.16 July 2026 13:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/07/primary-markets-group-june-2026-us-ipo-updateThe U.S. IPO market shattered records in June 2026, propelled by the ‘out of this world’ debut of Space Exploration Technologies Corp. (SpaceX). 16 July 2026 09:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/07/joint-payments-and-the-future-of-research-fundingThe way UK and EU asset managers fund investment research has entered a new phase. 16 July 2026 09:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/07/visible-alpha-breakdown-of-indian-bank-s-q1-fy2027-earnings-expectationsIndian big banks kick off first-quarter 2027 earnings season on Tuesday, July 17. Here's a run down of Visible Alpha consensus estimates across key parameters ahead of earnings. 15 July 2026 15:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/07/figure-technology-solutions-creating-the-spark-that-could-start-an-ecm-blockchain-reactionFigure then used those proceeds, together with existing cash, to buy back 4,687,500 shares of its Class A common stock from certain current shareholders15 July 2026 12:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/07/uniqure-s-huntington-s-prospects-brighten-after-fda-shiftuniQure (NASDAQ: QURE) shares jumped after the FDA accepted that existing Phase I/II data could support accelerated approval for its AMT-130 Huntington’s program. The new has prompted analyst confidence and revenue forecasts to rise sharply.14 July 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/07/visible-alpha-breakdown-of-us-banks-second-quarter-2026-earnings-expectationsUS big banks kick off second-quarter 2026 earnings season on Tuesday, July 14. Here's a run down of Visible Alpha consensus estimates across key parameters ahead of earnings. 13 July 2026 15:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/07/axon-s-software-business-to-account-for-nearly-two-thirds-of-revenue-by-2030Axon (NASDAQ: AXON) is shifting from hardware to a broader public safety technology platform, with Software & Services rapidly expanding into nearly half of revenue by 2026.13 July 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/07/global-securities-finance-snapshot-june-q2-and-h1-2026Securities lending markets delivered a record first half of 2026, with revenues reaching $8.8 billion, up 33% year-over-year, driven by rising loan balances, stronger utilization, continued ETF growth, and exceptional demand for Asian equities linked to the global AI investment boom. 10 July 2026 09:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/07/q1-2026-exploration-jurisdiction-power-score-mining-activity-shiftsOur Q1 2026 Exploration Jurisdiction Power Score reveals where mining exploration capital is flowing. See why Western Australia leads and Canada is gaining momentum.09 July 2026 12:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/07/im-july-2026-drilling-activity-maintains-modest-upward-trendDrilling metrics improved slightly across the board in June, yet year-to-date projects and drillholes remained on the decline. 08 July 2026 14:44:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/07/lithium-spreads-normalize-while-cobalt-remains-supported-by-upstream-supply-riskLithium carbonate-spodumene spreads have entered a normalization phase as mine restarts and inventory rebuilding reduce salt pricing power.08 July 2026 14:44:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/07/tcs-set-for-subdued-june-quarterTCS (NSE: TCS) is set for a subdued FY2027 start as cautious discretionary spending and AI-driven budget shifts weigh on demand. Visible Alpha forecasts operating profit to slip sequentially despite year-on-year growth.07 July 2026 15:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/07/astrazeneca-s-baxfendy-set-for-blockbuster-sales-after-hypertension-approvalAstraZeneca’s (LSE: AZN) Baxfendy won FDA approval in May, giving the company a first-mover edge. Consensus points to rapid revenue growth for Baxfendy, while its lead positions AstraZeneca ahead of Mineralys’ lorundrostat Phase III contender.07 July 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/07/visible-alpha-consensus-shows-strong-aum-and-revenue-growth-across-indian-amcsIndia’s household savings are steadily shifting from physical assets like gold and deposits into mutual funds and wealth management products, creating a major long-term growth tailwind for listed AMCs.02 July 2026 15:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/07/record-seahawks-sale-highlights-surge-in-sports-team-valuationsThe newly announced $9.6 billion sale of the National Football League Inc.'s Seattle Seahawks team is set to break records amid growing investor interest in sports franchises.01 July 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/07/virtual-options-provide-a-new-take-on-basic-cable-tvSeveral cable TV operators offer a virtual option to subscribers of their home broadband service, including Charter Communications Inc.'s Spectrum TV Choice, Comcast Corp.'s Xfinity NOW TV and Cox Communications Inc.'s TV Lite. 01 July 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/07/fox-looks-to-roku-to-grow-reach-revenueFox Corp.'s planned $22 billion purchase of Roku Inc. would pair Fox's live sports, news and entertainment content with Roku's reach across smart TVs and streaming devices.01 July 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/07/minn-regulators-boost-authorized-return-for-northern-states-power-in-split-voteThe Minnesota Public Utilities Commission has voted to authorize Northern States Power Co. an estimated $211 million increase in electric rates over two years, premised upon a return on equity that slightly trails national averages but is 35 basis points over its currently authorized return.01 July 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/08/nyiso-transmission-growth-surges-for-utilities-falls-for-new-york-transco-nypaThe combined aggregate transmission asset base for six major utilities in the New York Independent System Operator rose to $12.94 billion in 2025 from $11.39 billion in 2024, or 13.5%, the fourth consecutive year of accelerating growth for the companies and the highest annual growth rate in at least seven years.01 July 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/micron-postq-ai-driven-demand-and-pricing-strength-drive-record-resultsMicron (NASDAQ: MU) delivered a decisive fiscal Q3 beat, with revenues and earnings materially ahead of consensus as AI-driven memory demand and tighter DRAM/NAND supply boosted pricing and margins30 June 2026 14:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/maritime-state-of-play-report-paper-trails-and-phantom-ownersExpose maritime's beneficial ownership crisis. Learn how shell companies & phantom owners evade sanctions. Download S&P Global's comprehensive analysis & solutions.28 June 2026 14:44:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/critical-rare-earth-race-to-accelerate-as-china-tightens-gripChina’s export curbs target US rare earth firms MP Materials and USA Rare Earth to limit strategic materials. While China’s dominance in the space remains strong, non-Chinese supply buildout is set to expand, with revenues projected to surge.27 June 2026 13:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/the-scarcity-premiumSince Jan. 1, sell-side analysts have lowered observable energy production expectations by 1.9% (1.5 million boe/d1) while raising energy earnings forecasts by 57% ($227 billion). 26 June 2026 09:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/when-markets-evolve-quickly-the-case-for-proactive-credit-surveillanceIn today's complex global credit environment, market participants face an escalating challenge: navigating a rapidly shifting risk landscape. 24 June 2026 09:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/positive-trial-data-lifts-forecasts-for-tango-therapeutics-oncology-programTango Therapeutics (NASDAQ: TNGX) surged on early trial results in advanced pancreatic cancer. Consensus now expects rapid revenue ramp for Tango’s pancreatic franchise, supported by blockbuster-scale potential for daraxonrasib if approval follows. 23 June 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/great-portland-to-see-growth-accelerate-vacancy-tighten-on-new-developmentsGreat Portland Estates (LSE: GPE) is entering FY2027 with accelerating momentum. Consensus points to a sharp rise in gross rental income, falling vacancies, and improved operating metrics as demand for newer, higher-quality offices strengthens.23 June 2026 13:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/ola-electric-expected-to-return-to-growth-path-in-fy27-after-multi-year-resetOla Electric (NSE: OLAELEC) is projected to resume revenue growth in FY2027 as it works through an operational reset. Consensus points to a strong rebound in operating revenue, improving volumes and realizations.23 June 2026 13:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/dollarama-postq-fy2027-estimates-edge-higher-despite-margin-normalizationDollarama (TSX: DOL) delivered a stronger-than-expected Q1 FY2027, beating on revenue, EPS, and same-store sales, driven by resilient Canadian demand and store expansion, though management flagged cost pressures and a tougher second half ahead.18 June 2026 14:35:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/consensus-shows-palantir-s-revenue-shifting-toward-commercial-segmentPalantir’s (NYSE: PLTR) growth is shifting toward commercial AI adoption as government remains strong but less dominant. Commercial revenue is set to overtake government by 2026, driven by faster customer growth and higher spend per client.18 June 2026 14:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/cloud-growth-to-power-two-thirds-of-cerebras-revenue-in-2026Cerebras (NASDAQ: CBRS) shares have fallen despite continued AI infrastructure optimism. Analysts still expect strong growth, driven by a surge in Cloud & Services revenue even as hardware declines.18 June 2026 14:15:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/high-health-insurance-utilization-hits-less-hard-in-q1-2026Key measures of health insurance utilization reached new first-quarter highs to start 2026, but the industry appears to have mostly adapted to what amounts to a new reality.17 June 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/regulatory-risk-levels-warrant-monitoring-in-8-jurisdictionsA confluence of factors including, but not limited to, increasing affordability concerns, resource adequacy challenges, energy transition issues and increasing politicization due to the upcoming midterm elections have created an increasingly adverse environment for utilities across the US. 17 June 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/incyte-s-vega-deal-adds-vga039-with-usd1-billion-sales-potential-by-2034Incyte's (NASDAQ: INCY) deal to acquire Vega Therapeutics is set to add Phase III VWD candidate VGA039 to the biitech's pipeline. The deal could help offset Jakafi’s loss of exclusivity starting after 2028, supported by expedited FDA designations. 16 June 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/micron-a-look-at-memory-ahead-of-earningMicron (NASDAQ: MU) is going to report their FY Q3 earnings on June 24, 2026. Here is a look at the key drivers for Micron’s outlook and the Memory space. 15 June 2026 13:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/leveraging-ai-for-efficient-credit-memo-preparationWhile equity markets have rebounded, the International Monetary Fund, at its recent Spring Meetings, revised U.S. growth projections slightly upward and warning of fiscal imbalances.10 June 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/ai-that-credit-smart-maximizes-edge-whilst-minimizing-risks-part-iiFeaturing S&P Global Market Intelligence’s Credit Memo Builder™ and CreditCompanion™10 June 2026 12:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/snowflake-postq-outlook-lifted-as-ai-momentum-drives-q1-beatSnowflake (NYSE: SNOW) reported strong Q1 results, beating revenue and profitability consensus expectations. Raised guidance, improved margins, and momentum from AI offerings supported the outlook despite some softer billings and RPO vs. consensus.09 June 2026 13:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/monthly-asian-equity-revenues-hit-all-time-highsSecurities lending revenues surpassed $1.7billion during the month of May, the highest monthly total of the year so far and a 43% increase when compared with May 202508 June 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/oracle-2026-revenue-seen-rising-17percent-on-cloud-surgeOracle (NYSE: ORCL) is expected to post another cloud-led strong quarter and grow FY2026 revenue to $67.3B as AI-driven backlog expands. Cloud is projected to reach ~$34.1B in 2026, with IaaS leading the charge.08 June 2026 13:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/primary-markets-group-may-2026-us-ipo-monthlyThe U.S. IPO market maintained its strong momentum in May with 12 offerings raising $13.1 billion in total proceeds, which was well above April’s $8.2 billion in total proceeds but one short on deal count.05 June 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/gold-exploration-trends-record-prices-grassroots-risk-2026Gold exploration budgets rose 11% in 2025, but a record low for grassroots spending threatens the future project pipeline. See the full analysis.04 June 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/firstenergy-ohio-rate-plan-seeks-400m-of-new-revenue-2b-of-added-rate-baseFirstEnergy Corp. subsidiaries Ohio Edison Co., The Cleveland Electric Illuminating Co. and The Toledo Edison Co. recently filed a three-year rate plan for Public Utilities Commission of Ohio consideration, pursuant to a comprehensive law enacted in Ohio in 2025.03 June 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/canadian-p-and-c-market-shows-improving-headline-esults-in-q1The Canadian property and casualty market faces ongoing structural challenges, but some regional and systemic factors are providing temporary relief, with few material external pressures currently impacting the overall outlook.

03 June 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/consumers-brings-another-electric-rate-case-in-mich-of-same-magnitude-as-lastConsumers Energy Co. has returned to the Michigan Public Service Commission with an application to increase electric rates by $480.8 million, a little over two months after its last rate case was decided.03 June 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/fifa-world-cup-2026-set-for-record-commercial-impactFIFA World Cup 2026 gets underway on June 11 after a structural overhaul that will make a record commercial impact. 03 June 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/nebius-surges-on-ai-demand-as-revenues-set-to-multiplyNebius (NASDAQ: NBIS) is experiencing rapid growth driven by strong AI infrastructure demand, with revenues expected to surge to $3.4 billion by 2026, benefiting from major long-term cloud deals and capacity expansion.03 June 2026 15:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/salesforce-postq-strong-earnings-overshadowed-by-cautious-outlookSalesforce (NYSE: CRM) Q1 2027 exceeded expectations with strong margins and AI-driven growth, despite softer bookings. Full-year guidance was raised, supported by enterprise AI adoption and subscription demand.03 June 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/battery-metal-exploration-budgets-fall-43-but-regional-hotspots-tell-a-different-storyGlobal exploration budgets for key battery metals fell sharply in 2025, declining 43% to $958 million.03 June 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/dell-postq-ai-infrastructure-demand-drives-outsized-beat-and-guidance-resetDell (NYSE: DELL) exceeded Q1 FY2027 expectations with strong AI infrastructure demand, raising full-year guidance. Revenue surged driven by record AI server orders and expanding enterprise and hyperscaler investments03 June 2026 13:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/ai-server-boom-hyperscaler-demand-to-drive-sharp-revenue-inflection-for-quantaQuanta's (TWSE: 2382) revenue is set to surge as AI infrastructure investments boost AI server sales, driving a significant growth in revenue and pricing. AI servers will dominate, accounting for most of the growth by 2026.02 June 2026 13:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/optical-and-ip-momentum-to-push-nokia-network-revenues-up-14percent-in-2026Nokia's (HEL: NOKIA) shares surged over 140% YTD, driven by AI-driven network infrastructure growth and a strategic Nvidia partnership. 29 May 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/zimbabwes-lithium-patchy-early-policymaking-in-the-quest-for-value-addition Zimbabwe's lithium policy has taken a more interventionist turn — driven by the government's ambitions to benefit from opportunities in an emerging mineral sector. 28 May 2026 14:44:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/06/im-may-2026-mining-equities-recover-as-exploration-activity-stabilizesThe S&P Global Market Intelligence Pipeline Activity Index (PAI) showed a modest recovery in April, rising 3% month over month to 91 from 88 in March, indicating a slight improvement in activity following the slowdown in March28 May 2026 14:44:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/byd-set-for-q2-rebound-as-analysts-expect-volumes-and-earnings-to-recoverBYD's Q1 earnings declined 55% due to policy shifts and seasonal weakness, but a Q2 rebound is expected driven by new models and overseas expansion. Profitability is forecasted to improve significantly despite ongoing domestic market challenges.28 May 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/samsung-postq-snapshot-memory-drives-q1-beat-outlook-raised-on-ai-cycle1Samsung's (KRX: 005930) Q1 results exceeded expectations, driven by strong memory demand linked to AI infrastructure. The company raised its outlook, emphasizing continued growth in AI-related memory markets through 2026.28 May 2026 13:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/cisco-postq-snapshot-ai-demand-powers-networking-rebound-and-lifts-outlookCisco (NASDAQ: CSCO) beat Q3 expectations as AI-driven networking demand lifted revenue, margins, and EPS. Management raised Q4 and full-year guidance, signaling confidence in sustained enterprise and hyperscaler spending.28 May 2026 13:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/major-studios-shave-film-slate-costs-by-2-8-to-help-boost-profit-by-36-8The major studios released 97 films in theaters in 2025, the largest number since the COVID-19 pandemic; however, 19 of those films were re-releases and the other 78 were new films. 27 May 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/quantum-computing-stocks-rise-as-us-stakes-usd2b-on-sector-build-outUS government support boosted shares of quantum computing firms, with rapid revenue growth forecasted through 2030. Key players like IonQ, D-Wave, and Rigetti are expected to see significant long-term expansion.27 May 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/us-power-forecast-q1-2026-demand-surge-reshapes-generation-mixSurging electricity demand reshapes the US power sector. Our Q1 2026 forecast analyzes technology costs, regional generation mixes, and PJM market dynamics.27 May 2026 06:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/icotyde-forecast-to-reach-usd1-6b-by-2028-as-jnj-builds-psoriasis-franchiseJohnson & Johnson's (NYSE: JNJ) Icotyde gains FDA approval as a convenient oral therapy for psoriasis, targeting the IL-23 receptor. It is positioned as a potential successor to Stelara, with projected sales reaching over $1 billion by 2028.25 May 2026 14:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/titan-jewelry-growth-seen-slowing-in-fy27-as-duty-hike-and-gold-prices-biteIndi'a Titan (NSE: TITAN) faces a slowdown in jewelry sales in FY2027 due to higher import duties and bullion prices, impacting margins and demand. Overall revenue growth is expected to slow to 3%, with jewelry sales dropping sharply.25 May 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/canadas-securities-lending-market-balance-growth-meets-fee-compressionOver the past year, Canada’s securities lending market has continued to exhibit a clear trend: expanding balances alongside sustained pressure on fees.23 May 2026 06:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/nextera-dominion-energy-merger-regulatory-review-standards-by-stateThe proposed NextEra-Dominion merger faces review by state commissions in VA, NC, and SC. Learn about the regulatory standards and potential hurdles ahead.23 May 2026 06:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/one-platform-one-network-supporting-lenders-across-the-loan-lifecycleLenders across the syndicated loan and private credit markets are operating in an environment defined by growth, complexity, and increasing operational scrutiny. 22 May 2026 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/north-america-renewable-energy-trends-shifting-winds-sunnier-skiesRenewable energy's success in North America hinges not just on building more power plants to meet growing power demand, but also on the sun and the wind themselves. 21 May 2026 14:44:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/womens-sports-update-2025-26-momentum-builds-work-remainsAfter years of fighting for visibility and investment, women's sports have arrived. The question is no longer whether they matter — it's how fast they can scale. 21 May 2026 14:35:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/navigating-geopolitical-event-riskGeopolitical shocks, from armed conflict and energy disruptions to trade-route blockages, create an information environment that is fast-moving, interconnected and difficult to assess in isolation.21 May 2026 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/regis-resources-vault-minerals-merger-highlights-scale-race-in-australia-goldThe planned merger of Regis Resources Ltd. and Vault Minerals Ltd., announced last week, shows how elevated gold prices are pushing producers in Australia to build scale while equity valuations remain supportive.20 May 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/visible-alpha-breakdown-of-canadian-big-banks-q2-2026-earnings-expectationsCanadian big banks kick off second-quarter 2026 earnings season next week. Here are Visible Alpha’s consensus estimates expectations for the qurater, ahead of their earnings reports.20 May 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/mcdonalds-postq-snapshot-international-strength-offsets-us-demand-softnessMcDonald's (NYSE: MCD) Q1 2026 earnings slightly beat expectations, supported by international growth, while US sales softened amid inflation. 15 May 2026 14:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/alphabet-postq-snapshot-ai-momentum-drives-cloud-surge-capex-outlook-rises1Alphabet's (NASDAQ: GOOGL) Q1 earnings exceeded expectations, driven by strong Cloud growth and AI demand. The company raised its FY2026 capex guidance to $180–190 billion, emphasizing ongoing AI infrastructure expansion.15 May 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/ill-commission-staff-says-wec-energy-utilities-capital-structure-is-concerningThe staff of the Illinois Commerce Commission supports a base rate increase for WEC Energy Group Inc.'s Illinois gas distribution utilities; however, rate of return and capital structure have emerged as key issues of contention.14 May 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/media-quick-take-paramount-skydance-ebitda-jumps-58-6-in-q1Paramount Skydance Corp. announced first-quarter earnings on May 4, with a reporting style that reflects the company's new strategy of investing in growth opportunities for emerging businesses while maintaining margins for businesses facing headwinds. 14 May 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/new-data-center-legislation-roundup-april-2026In early 2026, policymakers across the US began proposing new limits on data center expansion. Lawmakers in nine states have proposed statewide moratoriums, and legislation continues to be proposed and passed at the national, state and local levels. 14 May 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/apple-postq-snapshot-iphone-17-demand-services-strength-and-margin-expansion-drive-earnings-beatApple (NASDAQ: AAPL) beat Q2 2026 expectations with record revenue, strong Services growth, and margin expansion. Shares rose as investors responded to robust results, a new $100 billion buyback, and a dividend increase.14 May 2026 14:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/meta-postq-snapshot-ad-strength-drives-beat-ai-capex-clouds-near-term-outlookMeta (NASDAQ: META) reported a strong quarter with 33% revenue growth and a wide EPS beat driven by ad pricing and AI targeting, but shares fell due to increased AI capex guidance raising concerns over future cash flow and returns.14 May 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/uk-gilt-balances-reach-post-2020-highsBorrowing balances for UK government bonds in the securities lending market have risen to levels last observed during the early stages of the 2020 pandemic period.14 May 2026 09:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/middle-east-africa-m-and-a-by-the-numbers-q1-2026The Middle East and Africa M&A market experienced a growth rate of 89% in deal value on a year-over-year basis driven by strong performance in the Israeli market.08 May 2026 12:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/running-on-empty-philippines-nickel-sector-and-the-fuel-crisisShipping disruptions in the Strait of Hormuz have hit the Philippines harder than anywhere else in Asia, as the country imports 98% of its oil from the Middle East. 
07 May 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/peco-withdraws-rate-cases-as-pa-regulators-begin-to-consider-other-new-filingsIn response to pressure from Gov. Josh Shapiro and broad public commentary, Exelon Corp. subsidiary PECO Energy Co. filed a petition with the Pennsylvania Public Utility Commission on April 16, to withdraw, without prejudice, petitions for electric and gas rate increases totaling $510 million that the company had filed on March 30.06 May 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/short-interest-may-signal-cautious-optimism-in-energy-marketsShort Interest Suggests Careful Optimism as Energy Markets Shrug Off Geopolitical Tensions.06 May 2026 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/tesla-postq-snapshot-margin-strength-offset-by-demand-softness-and-heavy-capexTesla beat Q1 2026 earnings on strong automotive margins despite softer delivery volumes and continued demand weakness in China. Here’s a look at how analysts are revising their forecasts following the results.05 May 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/unitedhealth-postq-snapshot-cost-discipline-optum-drive-beat-guidance-mixedUnitedHealth delivered a strong Q1 2026 earnings beat driven by lower medical costs and robust growth across its Optum and UnitedHealthcare segments. Here’s a look at how analysts are revising their forecasts following the results.05 May 2026 13:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/urban-company-revenue-to-triple-by-2030-as-take-rates-and-platform-monetization-riseIndia's Urban Company is projected to achieve significant revenue growth, driven by expanding platform efficiency, rising take rates, and a growing user base, Visible Alpha consensus estimates show.05 May 2026 13:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/the-most-wanted-exposure-lp-allocation-intent-and-unicorn-ai-deal-concentration-in-private-marketsCapital continues to flow decisively toward artificial intelligence (AI), with limited partners (LPs) signaling stronger allocation intent to the AI theme than to any other across private markets. 05 May 2026 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/tcl-s-upcoming-sony-tie-up-opens-opportunity-to-overtake-samsung-in-shipmentsTCL is poised to accelerate its expansion in the premium segment if it can turn around Sony's struggling TV business, which logged its fourth consecutive year of shipment and revenue declines in 2025.04 May 2026 17:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/renewable-energy-curtailment-offers-a-surplus-opportunity-for-texas-data-centersSeasonal variability in solar and wind generation drives curtailment in ERCOT, shaping power availability and risk considerations for energy intensive data centers.04 May 2026 17:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/simandous-iron-ore-shipments-signal-major-industry-shiftThe departure of the first iron ore shipments from Guinea's new deepwater port at Morebaya is more than just a milestone — it is a signal that China's multi-decade push for resource security is entering a new phase.

29 April 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/maritime-chokepoints-tighten-global-supply-chain-risk-risesRerouting from Hormuz is pressuring secondary chokepoints like the Panama Canal, increasing global supply chain risk from network congestion and weather events.28 April 2026 17:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/50-largest-us-banks-by-total-assets-q4-2025Two US banks posted double-digit percentage growth in assets on a sequential basis in the fourth quarter of 2025, causing a shake-up in the US banking industry asset rankings.28 April 2026 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/latin-americas-30-largest-banks-by-assets-2026Brazilian fintech firm Nu Holdings Ltd. joined S&P Global Market Intelligence's latest list of the 30 largest banks in Latin America and the Caribbean by assets as it prepares to enter the US market.28 April 2026 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/alphabet-earnings-preview-q1-2026Alphabet (GOOGL) will report results this week. Here are the key numbers that we’re watching. Here are the key numbers that we’re watching.27 April 2026 20:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/transshipment-frequently-asked-questionsExplore the definition of transshipment, its critical role in supply chains, and its benefits. Learn how S&P Global data helps monitor complex cargo movements.27 April 2026 13:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/microsoft-and-meta-earnings-previewsMicrosoft (NASDAQ: MSFT) and Meta (NASDAQ: META) will report their earnings next week. Dive into Visible Alpha consensus expectations.24 April 2026 13:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/europes-50-largest-banks-by-assets-2026BNP Paribas SA overtook HSBC Holdings PLC to top S&P Global Market Intelligence's latest ranking of the largest banks in Europe by assets.24 April 2026 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/im-april-2026-little-movement-in-march-drilling-metricsMarch drilling metrics improved slightly from February's slump, with projects up 2% and companies reporting up 4%, offset by a 3% decrease in drillholes.


23 April 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/global-chemicals-manufacturer-supercharges-production-profits-sales-and-capex-with-spglobal-pmi-and-cis-dataThe challenges facing the multinational chemicals manufacturer’s corporate strategy and planning team23 April 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/apple-earnings-preview-q2-2026Apple (NASDAQ: AAPL) will report earnings next week. Here are the key numbers that we are watching.23 April 2026 13:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/broadcast-political-ad-revenue-set-to-exceed-4-billion-in-2026Our projections have local TV political ad revenue reaching $4.02 billion in 2026 and growing to nearly $5.27 billion in presidential election year 2036. 22 April 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/surging-energy-demand-puts-us-utility-capex-forecast-near-1-3t-in-2026-30US investor-owned utilities are planning significant capital expenditures over the next five years, focusing on infrastructure modernization, reliability and new generation capacity to meet heightened energy demand from new large-load customers, particularly data centers.22 April 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/no-sign-of-a-middle-east-chill-in-q1-2026-fintech-fundingThe joint US-Israeli strikes in Iran may have tested risk appetite, but fintech funding data in the first quarter show no immediate alarm.

22 April 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/pittsburgh-takes-center-stage-for-the-2026-nfl-draftThe National Football League Inc. (NFL) Draft, the premier event of the league’s offseason, will be held this year in Pittsburgh. With the Las Vegas Raiders holding the first overall pick, the selection process and emerging storylines are attracting widespread attention from fans and sports media alike. 22 April 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/05/media-quick-take-comcast-q1-2026-versant-out-new-broadband-era-inComcast Corp.'s top line shrank 5% without Versant Media Group Inc. — the company's cable network spinoff, which went public in early January — creating a quarterly revenue reduction of about of $1.43 billion in the fourth quarter of 2025 (the most recent quarter both figures are available).22 April 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/crypto-weakness-to-weigh-on-robinhood-s-q1-growth-outlookRobinhood (NASDAQ: HOOD) is expected to deliver 22% YOY revenue growth in Q1, though a sharp decline in crypto trading is set to weigh on overall momentum.22 April 2026 13:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/hindustan-zinc-rides-silver-surge-to-cap-strong-fy2026Hindustan Zinc (NSE: HINDZINC) is set to deliver strong FY2026 growth, with revenues rising 16% YOY, driven primarily by a sharp, price-led surge in silver, and offsetting modest performance in zinc and lead.21 April 2026 13:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/unitedhealth-faces-muted-q1-growth-as-regulatory-pressures-cloud-outlookUnitedHealth (NYSE: UNH) heads into Q1 with growth stalling amid membership declines, policy pressure, and regulatory scrutiny, with only limited relief from improved Medicare Advantage rate outlooks.20 April 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/tesla-faces-challenging-q1-as-deliveries-miss-estimatesTesla (NASDAQ: TSLA) heads into Q1 results under pressure from weak deliveries, pricing headwinds, and rising competition.20 April 2026 18:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/the-long-short-report-april-2026The long / short report provides a geographic analysis of the long/short market by sector, using S&P Global Market Intelligence's securities finance short interest data.20 April 2026 17:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/global-economic-outlook-april-2026Consistent with higher energy price assumptions, we have raised our consumer price inflation forecasts. 17 April 2026 11:27:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/prio-revenue-set-to-jump-71-in-2026-as-peregrino-frade-and-wahoo-drive-surgePrio (BVMF: PRIO3) is set for a sharp growth as it scales up its stake in Peregrino and brings new production online. Rising output across Peregrino, Frade and Wahoo is expected to drive a 71% YOY surge in revenues in 2026.16 April 2026 13:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/mcx-to-ride-commodity-market-volatility-as-volumes-turbocharge-earnings-outlookA surge in commodity volatility is driving strong volume growth for Multi Commodity Exchange of India (NSE: MCX), fuelling a sharp rally in its shares. Rising derivatives activity is set to more than double transaction revenues.16 April 2026 13:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/vertex-s-igan-drug-outlook-strengthens-on-positive-phase-3-dataPositive Phase 3 data for povetacicept strengthens Vertex’s (NASDAQ: VRTX) expansion beyond cystic fibrosis, with potential accelerated approval by November. 16 April 2026 12:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/retaining-deposit-market-share-is-challenging-in-big-bank-dealsLarge bank buyers have returned to the M&A market, but a review of some previous big-ticket deals shows how difficult it is to maintain the pro forma deposit market share totals.15 April 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/us-coal-rides-wave-of-soaring-global-gas-pricesThe war in the Middle East and related disruptions to Qatari LNG exports have triggered fuel switching from gas to coal, especially in regions facing LNG supply risk.15 April 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/svods-new-math-how-ad-tiers-are-reshaping-the-pricing-landscapeAverage monthly retail pricing for the top subscription video services in the US has risen steadily in recent years, although not all services and service tiers have been impacted equally. 15 April 2026 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/visible-alpha-breakdown-of-us-airlines-first-quarter-2026-earnings-expectationsUS airlines kicked off Q1 2026 earnings season with Delta Air Lines highlighting strong revenue momentum but mounting cost pressures. Here’s a snapshot of Visible Alpha consensus expectations across other airlines ahead of earnings..14 April 2026 13:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/manganese-mining-costs-amid-global-oil-price-spikesGlobal oil price increases in the wake of the recent Middle East war are significantly raising costs across the mining sector, with manganese producers among the most impacted. 09 April 2026 16:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/carrier-strategies-5g-network-upgrades-fuel-apac-mobile-expansion-in-2025Asia-Pacific's mobile industry had sustained growth at the end of 2025 in subscribers and revenue, led by increased demand and improved network infrastructure across the region.09 April 2026 08:11:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/oil-price-shocks-are-testing-resilience-across-methodologies-among-sp-smallcap-600-indicesThe war in the Middle East and the subsequent surge in oil prices have been key drivers of volatility across U.S equity segments as inflation expectations risk de-anchoring. 09 April 2026 06:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/global-sports-rights-climb-to-ove-67-billion-in-2026In this annual report, we take a look at the popularity of televised sports, which is driving the rise in global sports media rights. We analyze the TV networks and streamers that own those rights, along with other topics affecting the industry.08 April 2026 17:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/novo-nordisk-secures-us-lead-in-once-weekly-insulin-race-but-lilly-seen-closing-gapNovo Nordisk gained a US first-mover edge after FDA approval of Awiqli, the first once-weekly basal insulin for adults with type 2 diabetes. Consensus forecasts still favor Eli Lilly’s efsitora alfa to ultimately outsell Awiqli longer term.08 April 2026 12:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/mobile-world-congress-2026-can-the-industry-sell-network-experiencesAs carriers flip the switch on 5G standalone (SA) networks, the question becomes how to monetize this new network capability.02 April 2026 16:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/2025-h2-big-picture-us-consumer-survey-resultsTo monitor consumer trends related to broadband and wireless services, sports viewership and online video, Kagan provides a comprehensive overview of results from our US MediaCensus online consumer survey in the form of a convenient compilation of articles and data. 02 April 2026 16:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/deere-looks-to-construction-and-compact-equipment-for-2026-reboundDeere & Co. (NYSE: DE) is expected to return to modest growth in 2026, driven by strength in construction and small-scale equipment. 01 April 2026 13:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/transmedics-clinical-pipeline-to-drive-next-phase-of-growthTransMedics (NASDAQ: TMDX) is advancing new heart and lung trials, with analysts expecting its Organ Care System to drive strong growth from 2026, led by rising volumes across all major segments.01 April 2026 12:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/estee-lauder-eyes-2026-recovery-as-international-demand-offsets-us-weaknessEstée Lauder (NYSE: EL) is expected to return to growth in 2026, with ~4.7% sales growth driven by international markets and strength in skincare and fragrance, despite weak US demand.31 March 2026 13:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/us-tax-refund-tracker-2026 US tax season is shaping up to deliver a second-quarter tailwind. 30 March 2026 18:27:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/return-of-ncaa-march-madness-tips-off-year-2-of-current-media-dealsMarch ushers in an electrifying season for college basketball, highlighted this year by dominant teams and elite-level talent.30 March 2026 16:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/ceraweek-2026-energy-and-ai-convergeGeopolitics, energy capacity and AI were central themes at this year’s conference.30 March 2026 13:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/sk-hynix-invests-in-euv-as-ai-boom-tightens-conventional-dram-supplySK Hynix (KRX: 000660) is investing in EUV tools from ASML to strengthen its lead in AI-driven high-bandwidth memory. Surging HBM demand is tightening conventional DRAM supply, driving a sharp industry-wide pricing and earnings upcycle.30 March 2026 12:45:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/canadian-credit-unions-at-strategic-crossroads-in-2026Credit unions operate as cooperatives with member voting rights and reinvesting surplus earnings into member benefits rather than maximizing shareholder returns. 27 March 2026 13:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/february-2026-model-performance-reportMonthly Model Performance Report26 March 2026 15:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/uncovering-strategic-insights-in-the-aerospace-defense-landscape-leading-up-to-the-iran-and-middle-east-conflictExplore aerospace & defense dynamics using S&P Capital IQ Pro and Visible Alpha to uncover supply chains, partnerships, and financial strategies amid geopolitical tensions.26 March 2026 15:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/banks-and-the-not-so-hidden-exposure-to-private-creditA few credit blips tied to private credit and bank loans to nonbank financial institutions have weighed on the bank group recently and come at the same time the group faced pressure over concerns that greater adoption of AI could threaten many traditional jobs and ultimately lead to higher levels of unemployment. 25 March 2026 16:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/mining-m-and-a-in-2025-copper-gold-remain-center-stageS&P Global Energy tracks metals and mining M&A deals with a value of at least $10 million that involve 1 million ounces of gold or 100,000 metric tons of base metal in acquired reserves and resources (R&R).25 March 2026 16:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/middle-east-war-pressures-copper-prices-could-impact-nickel-productionDue to the broadening conflict in the Middle East, the closure of the Strait of Hormuz on Feb. 28 led to increased maritime risks for oil and energy markets. 25 March 2026 16:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/digital-euro-frequently-asked-questionsOur experts answer key questions about the digital euro, a proposed CBDC, explaining its purpose, benefits, and how it may impact payments.25 March 2026 13:27:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/from-strait-blockage-to-straight-losses-credit-stress-pathways-for-asian-listed-companiesBrent crude oil prices surged above $100 per barrel on March 9 and again on March 12, 2026, as escalating conflict in the Middle East disrupted shipping through the Strait of Hormuz21 March 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/articles/2026/back-up99902724Rising crude oil prices linked to the Iran conflict are pushing airline fuel costs sharply higher, prompting analysts to raise 2026 expense forecasts across global carriers.20 March 2026 09:16:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/asia-pacific-m-and-a-by-the-numbers-q4-2025Fourth quarter M&A activity in Asia-Pacific recorded $156.9B in announced deals across 2,448 transactions.19 March 2026 15:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/xiaomi-s-q4-growth-to-cool-as-core-devices-falter-ev-momentum-to-accelerateXiaomi’s (SEHK: 1810) Q4 FY2025 revenue is expected at CN¥118.5B (+9% YOY), slowing sharply as smartphone and IoT/lifestyle weakness offsets EV growth. 19 March 2026 13:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/middle-east-africa-m-and-a-by-the-numbers-q4-2025The Middle East and Africa M&A market experienced a growth rate of 146% in deal value on a year-over-year basis driven by strong performance in the UAE.18 March 2026 15:50:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/higher-gold-prices-are-boosting-revenue-expectations-but-squeezing-marginsElevated gold prices are driving strong revenue growth for producers, but the same backdrop is squeezing margins as inflation, royalties and taxes push costs higher. Visible Alpha consensus show rising AISC across miners—from B2Gold to Newmont.18 March 2026 15:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/global-economic-outlook-march-2026Events in the Middle East have materially changed the near-term economic and financial outlook. 18 March 2026 13:27:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/middle-east-war-copper-nickel-supply-riskStrait of Hormuz disruption has limited impact on copper supply but exposes vulnerabilities in the nickel HPAL supply chain, S&P Global analysis shows.17 March 2026 15:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/uso-short-interest-surges-amid-oil-price-volatilityThe United States Oil Fund (USO) has become a focal point for traders navigating a much riskier oil market in the wake of the recent war in the Middle East.14 March 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/mich-commissioners-say-consumers-rate-order-blends-reliability-affordabilityThe Michigan Public Service Commission on March 27 voted to authorize Consumers Energy Co. a $276.7 million increase in electric rates primarily to make reliability improvements including accelerated trim trimming across its distribution network in the state.

13 March 2026 16:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/global-etf-investors-shift-strategies-in-february-2026-what-you-need-to-knowFebruary saw ETF investors around the world rethink their portfolios, pouring $238 billion into new funds and pushing total assets to a record $20.5 trillion12 March 2026 14:10:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/nvidia-post-earnings-review-q4-2026-and-outlookNvidia (NASDAQ: NVDA) closed FY2026 with another strong beat. Visible Alpha consensus estimates show forecasts for FY 2027 Data Center revenue moved higher despite broadly stable margin expectations.12 March 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/middle-east-conflict-puts-the-dri-market-under-threatProlonged Middle East conflict puts the DRI market under threat – and reshapes high-grade iron ore demand.11 March 2026 15:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/middle-east-war-disrupts-global-lng-near-term-outlookMiddle East war disrupts LNG supply, lifting prices and tightening near‑term balances. Discover the near-term outlook.11 March 2026 15:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/permian-resources-set-for-natural-gas-upswing-as-oil-and-ngl-prices-stallPermian Resources (NYSE: PR) is expected to see a sharp rise in natural gas revenue in 2026, driven largely by higher gas prices rather than production growth.11 March 2026 14:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/hugo-boss-braces-for-softer-2025-as-demand-weakens-in-key-marketsHugo Boss (ETR: BOSS) is expected to report weaker fourth-quarter and fiscal 2025 results, as slowing luxury demand, particularly in China, and currency headwinds weigh on sales.09 March 2026 15:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/securities-finance-february-snapshot-2026North American equity revenues dip as average fees decline. Total revenues in the securities lending market remained robust, reaching $1,097 million for the month. 09 March 2026 14:10:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/dow-jones-industrial-average-monitor-update-a-look-at-30-us-large-caps Given the dynamics around geopolitics, expectations have been shifting post-earnings. Here are the key numbers that we’re watching.09 March 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/coinbase-s-recent-rally-meets-cautious-2026-outlookCoinbase Global (NASDAQ: COIN) faces a softer 2026 outlook, with analysts forecasting sluggish trading revenue growth and weaker monetization despite rising user numbers.06 March 2026 16:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/sandisk-to-benefit-from-the-ai-driven-memory-squeeze-as-prices-surgeRising AI spending is tightening memory chip supply, boosting pricing and creating earnings tailwind for Sandisk (NASDAQ: SNDK). Consensus forecasts point to a dramatic profit rebound for Sandisk in 2026, though broader risks continue to weigh on memory stocks.06 March 2026 15:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/sandisk-to-benefit-from-the-ai-driven-memory-squeeze-as-prices-surgeRising AI spending is tightening memory chip supply, boosting pricing and creating earnings tailwind for Sandisk (NASDAQ: SNDK). Consensus forecasts point to a dramatic profit rebound for Sandisk in 2026, though broader risks continue to weigh on memory stocks.06 March 2026 15:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/picture-this-escalating-marine-aviation-risks-middle-eastEscalating risks to shipping and aviation are raising disruption threats across the Middle East, with heightened danger in key maritime chokepoints and regional airspace amid Iran-related tensions.
05 March 2026 14:10:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/oracle-q3-revenue-seen-rising-19-7percent-on-cloud-surgeOracle (NYSE: ORCL) is set to report Q3 fiscal 2026 revenue of $16.9 billion, up 19.7%, driven by a 43% surge in cloud sales as the business continues its shift toward recurring, infrastructure-led growth.04 March 2026 15:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/us-israel-iran-war-provokes-shipping-lane-shiftsGlobal supply networks may feel the impact through a mixture of energy market disruptions, airfreight challenges and container freight shipping network interruptions.03 March 2026 17:10:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/kbw-ceo-sees-m-and-a-reboot-green-lights-for-regional-bank-valuationsAfter years of trading at the steepest discount in the broader market — dead last among all major sectors — the banking industry is finally positioned to narrow that gap, according to KBW CEO Tom Michaud.28 February 2026 16:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/european-womens-soccer-shows-growth-but-potential-still-to-be-realizedTraditional US pay TV providers, including Charter Communications Inc. and DirecTV LLC have begun offering free access to streaming subscription video (SVOD) services to some of their pay TV customers in a bid to reduce churn and alleviate some of the pain of cord cutting. 27 February 2026 16:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/to-advance-affordability-agenda-calif-governor-taps-new-utilities-board-headCalifornia Gov. Gavin Newsom recently announced a round of energy leadership changes, tapping John Reynolds as the next president of the California Public Utilities Commission as the administration shifts into what it calls a new phase of efforts to reduce escalating utility bills, tighten oversight of wildfire-related spending, and keep utilities accountable for safe and reliable service.27 February 2026 16:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/qualcomm-forecast-to-see-2026-revenue-drop-as-ai-memory-boom-hits-legacy-dram-supplyQualcomm (NASDAQ: QCOM) faces a weaker fiscal 2026 as AI-driven demand for high-bandwidth memory diverts DRAM supply away from smartphones, tightening component availability and lifting costs.26 February 2026 14:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/fiber-led-broadband-growth-meets-a-tougher-pay-tv-reality-in-eastern-europeEastern Europe’s market is being pulled in two directions at once. On the connectivity side, fixed broadband is still expanding—driven above all by rapid fiber-to-the-premises (FTTP) deployment, rising household penetration, and intensifying competition among big regional groups and strong local challengers26 February 2026 14:10:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/bitcoin-miners-pivot-to-ai-and-hpc-as-cryptocurrency-market-slumpsWith crypto prices falling and energy costs still high, mining margins are under pressure. As a result, several public miners are shifting toward powering data centers to diversify revenue.25 February 2026 15:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/alphabet-and-amazon-earnings-review-and-outlookAlphabet (NASDAQ: GOOG) and Amazon (NASDAQ: AMZN) both delivered Q4 2025 revenue beats driven by strength in their cloud businesses. However, rising costs and heavier AI-related investment are pressuring profitability.25 February 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/nvidia-earnings-preview-q4-2026Nvidia (NASDAQ: NVDA) will report fiscal Q4 2026 results on Wednesday, February 25, 2026. Here are the key numbers that we’re watching.23 February 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/the-long-short-report-february-2026The long / short report provides a geographic analysis of the long/short market by sector, using S&P Global Market Intelligence's securities finance short interest data.22 February 2026 13:48:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/how-larger-transactions-are-shaping-ma-and-equity-trendsIn Q4 2025, dealmaking recovered unevenly as fewer transactions were offset by larger deals, lifting total M&A value. Equity issuance and IPO activity grew for a second year but stayed below 2021 peaks.21 February 2026 16:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/red-sea-shipping-reopensRed Sea shipping resumes amid reduced Houthi attacks, but renewed threats create uncertainty for shippers. Capacity increases may impact freight rates.20 February 2026 14:10:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/grenergy-renovables-energy-segment-poised-to-drive-future-growthGrenergy (BME: GRE) is rapidly pivoting toward battery storage. Analysts expect energy to become the company’s dominant growth engine, as demand surges for grid flexibility assets across Europe and beyond.20 February 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/zolgensma-sales-forecast-lifted-as-fda-approval-opens-older-sma-marketNovartis (SIX: NOVN) has re-entered the SMA spotlight after the FDA approved Itvisma, expanding Zolgensma’s use to patients aged 2+. The move could revive growth for the gene therapy amid rising competition, with analysts forecasting sales rebound.20 February 2026 13:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/bd-revenue-to-fall-post-spin-off-as-margins-edge-higher-waters-sales-to-jumpMedical device maker Becton Dickinson has completed the spin-off of its Lifesciences unit. With the divestiture now complete, Visible Alpha consensus forecasts show fiscal 2026 revenue declining 12%, margins, however, are expected to tick higher.20 February 2026 13:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/kaynes-osat-and-pcb-expansion-set-to-lift-salesVisible Alpha forecasts point to rapid growth for Kaynes Technology (NSE: KAYNES), with the company's expansion into OSAT and PCB businesses set to become major revenue drivers by 2030.18 February 2026 14:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/solving-valuation-blind-spots-with-aftermarket-research-and-visible-alphaAdvisory and Consulting teams require clear, comprehensive, defensible research and insights. Not all sources provide the depth, context or tools needed to support confident analysis and decision-making.17 February 2026 14:10:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/pay-tv-reinvented-the-strategic-impact-of-free-svod-bundlesTraditional US pay TV providers, including Charter Communications Inc. and DirecTV LLC have begun offering free access to streaming subscription video (SVOD) services to some of their pay TV customers in a bid to reduce churn and alleviate some of the pain of cord cutting. 16 February 2026 16:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/speed-wins-gigabit-users-are-the-most-satisfied-broadband-subsExamining broadband satisfaction by speed tier shows that subscribers to higher tiers were more likely to be satisfied.16 February 2026 16:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/prediction-markets-create-insider-trading-loophole-as-enforcement-lagsCoinbase Global Inc. CEO Brian Armstrong ended a company earnings call in late 2025 by rattling off five cryptocurrency terms — Bitcoin, Ethereum, blockchain, staking and Web3 — after users on prediction markets wagered on whether he would mention them. The stunt moved more than $80,000 in wagers.16 February 2026 16:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/fixed-broadband-expansion-monetization-apac-market-trends-to-monitor-in-2026S&P Global Market Intelligence Kagan releases a forward-looking overview of the fixed broadband industry in the Asia-Pacific region, displaying the sector's foreseeable modest growth in the long term, with fiber maintaining its dominance across both developed and emerging markets.14 February 2026 13:28:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/hbo-max-expands-across-europe-amid-netflix-and-paramount-skydance-bidding-warHBO Max is on track to complete its expansion across Europe, a move taking place while Netflix Inc. and Paramount Skydance Corp. are battling for control of Warner Bros. Discovery Inc.'s prized assets.13 February 2026 16:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/law-judge-proposes-significantly-lower-return-for-consumers-energy-in-michiganAn administrative law judge with the Michigan Public Service Commission has issued a proposed decision in Consumers Energy Co.'s pending electric rate case, supporting a $168.3 million increase in electric rates or about 40% of that sought by the utility.13 February 2026 16:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/s-and-p-capital-iq-pro-insurance-pulse-1st-week-of-q4-2025-us-p-and-c-earningsFourth-quarter 2025 US property and casualty earnings season began Jan. 21 with a characteristically colorful mix of commentary on results and market conditions.

13 February 2026 16:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/novo-s-obesity-lead-slips-as-lilly-surges-and-wegovy-patent-battle-heats-upNovo Nordisk has sued Hims & Hers over compounded versions of Wegovy, as cheaper alternatives threaten its GLP-1 pricing power. With growth slowing, analysts expect Novo’s revenues to decline in 2026 while rival Eli Lilly continues to pull ahead.12 February 2026 14:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/panasonic-to-see-fiscal-2026-revenue-slide-amid-restructuring-effortsPanasonic (TSE: 6752) shares jumped 17% after a better-than-expected Q3 earnings beat, led by upside in key segments despite a surprise net loss. Still, full-year outlooks remain weak amid EV slowdown and restructuring.12 February 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/hr-tech-market-2025Explore 451 Research’s 2025 HR technology market forecast, analyzing growth trends, competitive dynamics, and high growth segments shaping the $94B market.11 February 2026 05:55:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/europe-ma-by-the-numbers-q4-2025European M&A declined YoY in both deal value and volume, though the UK remained the leading and most active destination for transactions.08 February 2026 13:28:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/microsoft-vs-micron-a-look-at-the-rotation-into-memoryAI investors are shifting from software to memory as demand and pricing for High Bandwidth Memory surge, fueling major earnings upgrades for Micron. 06 February 2026 16:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/copper-rally-to-squeeze-margins-for-india-s-crompton-greaves-in-2026Rising copper prices are tightening margins for Indian appliance maker Crompton Greaves (NSE: CROMPTON). In 2026 material costs are projected to rise 12 % YOY, while revenue growth and gross‑profit growth is expected to slow, pushing margins down.04 February 2026 19:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/alphabet-and-amazon-earnings-previews-what-s-happening-to-marginsAlphabet (GOOGL) and Amazon (AMZN) will report results this week. Here are the key numbers that we’re watching. 03 February 2026 21:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/aurora-innovation-poised-for-sharp-revenue-takeoff-through-2030Aurora Innovation (NASDAQ: AUR) is set to post its first year of revenue in 2025, with modest initial sales but Visible Alpha consensus forecasts point to explosive scaling across trucking and future ride-hailing through 2030.03 February 2026 15:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/a-new-game-plan-taking-ea-privateAfter a subdued period for mega leveraged buyouts, the M&A landscape has been shaken by the announcement of the largest take-private transaction in history. 02 February 2026 16:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/suzlon-poised-for-58percent-revenue-growth-in-q3-as-wind-turbine-volumes-climbSuzlon Energy (NSE: SUZLON) is set for another strong Q3 FY26, with revenue growth driven by higher wind turbine volumes and supportive domestic sourcing policies.02 February 2026 16:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/supply-chain-certainty-rather-than-price-will-shape-shipping-in-2026Freight rates will likely moderate, and as shippers realize that threats to service are not periodic but systemic, their focus on reliability will only intensify this year.02 February 2026 04:19:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/key-themes-shaping-north-america-2026Explore the 2026 North American economy, trade agreements, and North American geopolitics with actionable insights into navigating economic development.30 January 2026 16:27:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/wind-gusts-sunshine-gains-us-clean-energy-finish-to-2025December ended 2025 with a mixed performance across the US' renewable landscape: wind power rose late in the season, while solar continued its steady growth.30 January 2026 15:59:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/equinix-to-hit-over-150000-cabinets-in-americas-as-ai-fuels-data-center-demandEquinix (NASDAQ: EQIX) is ramping up data center expansion—led by the Americas—to meet AI-driven demand, lifting cabinet capacity, utilization, and colocation revenue, with total group revenue projected to reach $9.3 billion in 2025.30 January 2026 15:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/sm-energy-s-civitas-deal-promises-step-change-in-production-and-revenuesSM Energy (NYSE: SM) is set to close its all-stock acquisition of Civitas Resources on January 30, creating a larger independent shale producer with significantly expanded exposure to the Permian and DJ basins.30 January 2026 15:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/s-and-p-capital-iq-pro-insurance-pulse-1-st-week-of-q-4-2025-us-p-and-c-earningsWe continue to expect strong results for the sector, particularly those companies with no — or more limited — exposure to the longer-tail casualty business lines where social inflation continues to drive up claims severity and, in turn, may lead some carriers to post adverse development in loss and loss adjustment expense reserves for prior accident years.30 January 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/itc-hotels-posts-robust-q3-revenue-amid-margin-pressuresITC Hotels (NSE: ITCHOTELS) posted strong Q3 revenue and EBITDA beats but weaker net income due to one-off costs, while its asset-light expansion strategy continues to underpin medium-term growth despite slightly trimmed revenue forecasts.28 January 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/engineering-and-construction-costs-edge-higher-in-januaryEngineering and construction costs increased in January, following another increase reading in December last year, according to the Engineering and Construction Cost Indicator from PEG and S&P Global Market Intelligence.28 January 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/private-credit-is-outgrowing-its-backbone-is-it-time-for-an-upgradeIn this post, we look at the inefficiencies hard-wired into the core operations of private credit and how WSO, an industry-leading loan portfolio administration suite, is reinforcing that core to prepare the asset class for the next wave of growth.27 January 2026 15:59:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/netflix-post-earnings-review-q4-2025-and-outlookNetflix’s (NASDAQ: NFLX) Q4 largely met expectations, but softer ad revenue and higher planned 2026 spending weighed on margins, prompting more cautious near-term profit outlooks.27 January 2026 14:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/comstock-resources-set-for-strong-revenue-rebound-on-rising-gas-pricesComstock Resources (NYSE: CRK) is set for a strong 2025 rebound as higher natural gas prices drive sharp revenue growth, reversing two years of declines despite continued weakness in non-gas segments.27 January 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/apac-securities-lending-review-20252025 marked a pivotal year for the Asia-Pacific region as a renewed wave of trade restrictions, spearheaded by higher U.S. tariffs on strategically sensitive imports, introduced fresh uncertainty across Asia-Pacific’s export-driven economies.24 January 2026 04:27:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/silver-rally-lifts-miner-stocks-with-expectations-of-strong-revenue-growthSilver’s surge, driven by safe-haven demand and accelerating industrial use, has propelled prices and supercharged miner equities, with analyst forecasts now baking in price-led earnings gains that remain vulnerable to silver’s inherent volatility.23 January 2026 16:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/record-amount-of-utility-rate-requests-in-2025-amid-affordability-concernsUS investor-owned energy utilities requested rate increases from state regulators totaling $22.06 billion in 2025, as tracked by Regulatory Research Associates.
23 January 2026 15:59:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/scenes-from-ces-2026-driverless-cars-level-upPhysical AI played a major role at CES 2026, pushing robotics and autonomous vehicles into the forefront of emerging tech. There is still a long way to go before humanoid robots enter the home, or fully driverless vehicles go mainstream, but the sense was that advancements in AI are breaking through a lot of obstacles.23 January 2026 15:59:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/copper-rrs-2025-top-miners-pursue-resilience-with-partnerships-asset-growthS&P Global Energy reports on the world's top copper producers in 2024 and their reserves replacement strategies over the 2015–24 period, following the previous Copper Reserves Replacement Strategies (RRS) articles published in 2021.23 January 2026 15:59:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/roblox-poised-for-robust-global-expansion-in-2025Roblox (NYSE: RBLX) is poised for another year of rapid, globally driven growth, with strong gains in users and bookings driving improving monetization and a maturing, increasingly older player base ahead of its Q4 results.23 January 2026 15:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/the-copper-conundrum-why-meeting-ai-era-electrification-demands-is-a-race-against-timeAs digital transformation accelerates, the world is racing to electrify everything—yet the copper supply required for this revolution is under mounting pressure. 23 January 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/innoscience-revenue-seen-surging-59percent-yoy-in-2025-with-77percent-cagr-through-2028Innoscience (SEHK: 2577) is set for another phase of hypergrowth, with revenues forecast to surge on accelerating adoption of gallium nitride chips in AI infrastructure and electric vehicles.21 January 2026 15:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/pour-decisions-and-puff-choices-2026-is-dishing-out-health-conscience-choicesThe new year, new me ethos is not just a personal mantra – it’s a business imperative. As consumer preferences shift toward healthier and more sustainable choices around beverages and cigarettes, supply chains adapt.18 January 2026 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/2025-a-pivotal-resurgent-year-for-us-equitiesTo keep our audience informed by sharing key statistics related to Equities throughout 2025. This includes publishing an end-of-year blog that highlights major developments, as well as providing updates on new technology advancements within SPGMI.16 January 2026 05:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/key-themes-2026-banking-riskCautiousness among global banks will likely continue to support financial stability broadly in 2026. However, tail risks — primarily those related to sovereign debt linkages, emerging technologies and a fast-growing nonbank financial sector — have increased, yielding shaky foundations. 15 January 2026 15:47:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/palvellas-rare-disease-pipeline-gains-momentum-amid-positive-topline-dataPalvella Therapeutics (NASDAQ: PVLA) boosted its position in rare vascular disorders after Phase 2 data showed its Qtorin rapamycin therapy met topline endpoints in cutaneous venous malformations.15 January 2026 14:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/corcept-s-growth-hopes-dented-after-fda-rebuff-for-cushing-s-drugCorcept shares halved after the FDA rejected approval of its Cushing’s drug relacorilant, sharply denting growth expectations and forcing analysts to slash sales forecasts, though oncology trials could still offer a path to recovery.14 January 2026 14:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/blinkit-to-drive-eternals-revenue-surge-as-quick-commerce-nears-70percent-of-salesEternal’s growth is accelerating sharply as Blinkit transforms from an adjunct into the core business, with quick commerce set to dominate revenues.14 January 2026 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/vision-2030-how-mining-could-power-saudi-arabias-new-economyAs Saudi Arabia accelerates its economic diversification under Vision 2030, the mining sector is emerging as a cornerstone of the Kingdom's new growth model. 
13 January 2026 15:59:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/key-themes-shaping-europe-2026Discover key themes shaping the Europe outlook 2026, from trade agreements and defense spending to supply chain strategy, fiscal trends, and geopolitics.12 January 2026 19:47:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/visible-alpha-breakdown-of-us-banks-fourth-quarter-earnings-expectationsUS big banks kick off fourth-quarter earnings season on Tuesday, January 13. Here's a run down of Visible Alpha consensus estimates across key parameters ahead of earnings. 09 January 2026 19:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/games-workshop-growth-set-to-slow-to-4percent-in-2026-as-licensing-income-fallsGames Workshop (LSE: GAW) is expected to see growth slow in 2026 after a standout 2025, with revenue forecast to rise just 3.5% as a high base and fewer major releases weigh on momentum.09 January 2026 15:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026-trends-in-techExplore the 2026 technology trends that will shape your industry with exclusive insights from 451 Research analysts.09 January 2026 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/jumbo-interactive-set-for-38percent-rebound-in-2026-prize-draws-driving-growthJumbo Interactive (ASX: JIN) is expanding beyond its Australian lottery business with acquisitions of UK-based DCG and US-based Dream Giveaway. The new assets are expected to drive a 38% rebound in group revenue in 2026, following a decline in 2025.08 January 2026 19:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/key-themes-shaping-middle-east-north-africa-20261As economies recalibrate their strategies in response to evolving trade dynamics and recent disruptions, sub-Saharan Africa (SSA) is poised to leverage its inherent strengths. We identify three primary themes influencing strategic adjustments across the 2026 global framework.08 January 2026 15:47:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/key-themes-shaping-sub-saharan-africa-2026As economies recalibrate their strategies in response to evolving trade dynamics and recent disruptions, sub-Saharan Africa (SSA) is poised to leverage its inherent strengths. We identify three primary themes influencing strategic adjustments across the 2026 global framework.08 January 2026 15:47:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/key-themes-shaping-middle-east-north-africa-2026Explore the MENA region’s 2026 outlook: economic growth driven by GCC diversification, persistent conflict risks, and rising technological adoption. 07 January 2026 15:47:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/nvidia-at-ces-2026Nvidia (NASDAQ: NVDA) at CES 2026: What happened during the conference, and what are the key points to focus on going forward?06 January 2026 21:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/indonesia-mining-by-the-numbers-2024In 2024, Indonesia reinforced its position as the world's leading nickel producer, commanding over 60% of global output and maintaining strong production and exploration activities in copper, gold and cobalt. 06 January 2026 15:59:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/01/sanofi-seeks-to-broaden-reach-of-first-in-class-therapy-for-type-1-diabetesSanofi’s (EPA: SAN) Tzield could see a meaningful expansion in its commercial potential after the FDA agreed to a priority review to extend use to children as young as one.06 January 2026 14:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/the-big-picture-industry-outlookThe Big Picture is a collection of industry outlook reports that reveal the key trends, challenges, forecasts, and insights expected to drive the year ahead01 January 2026 18:13:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/12/5g-take-up-lags-in-europeIn 11 of the 14 European markets with available data, less than 40% of mobile subscribers used 5G in 2024.21 December 2025 15:59:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/12/the-long-short-report-december-2025The long / short report provides a geographic analysis of the long/short market by sector, using S&P Global Market Intelligence's securities finance short interest data.19 December 2025 12:37:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/12/bluejay-deal-positions-brelovitug-as-nearly-a-fifth-of-mirum-revenue-by-2035Mirum’s (NASDAQ: MIRM) acquisition of Bluejay adds brelovitug, a late-stage hepatitis D therapy that expands its growth beyond rare liver diseases. The drug could become a meaningful revenue driver from a potential 2027 launch.18 December 2025 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/12/big-block-deals-produce-record-ceded-premiums-in-the-us-life-industry-in-q3-2025The completion of several previously announced reinsurance transactions involving large blocks of life or annuity business during the third quarter led to the industry posting its highest amount of ceded premiums on record in a single reporting period on an absolute basis, reaching a total of approximately $193.99 billion.
17 December 2025 17:27:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/12/breaking-down-us-cable-network-ownershipCable network ownership has remained consistent in recent years, with most of the major network owners maintaining their portfolio of channels. 17 December 2025 17:27:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/12/accessone-deal-set-to-lift-phreesias-payment-revenuePhreesia (NYSE: PHR) has completed its acquisition of AccessOne to expand patient payment solutions, with consensus forecasting accelerating revenue contributions despite a post-earnings share price drop.17 December 2025 14:45:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/12/holiday-preview-a-look-into-the-consumerConsumer resilience: Will consumers opt to trade up this holiday season? 16 December 2025 19:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/12/global-economic-outlook-2026Rebalancing will be a key theme for mainland China and the eurozone, with growth slowdowns forecast in both. Annual real GDP growth rates in many of the larger emerging economies are forecast to slow in 2026, partly reflecting the unwinding of the boost from tariff front-loading in 2025. The US is not heading into recession, despite recent softer employment data. 16 December 2025 16:27:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/12/global-etf-november-reportNovember 2025 marked a turning point for global ETF flows as investors responded to shifting interest-rate expectations and mixed economic signals. 15 December 2025 17:27:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/12/nike-q2-earnings-expected-to-declineNike’s (NYSE: NKE) Q2 FY2026 is expected to remain under pressure, with revenue seen down 1% year-on-year amid promotions and weak China demand. Modest wholesale and EMEA growth are unlikely to offset declines in footwear, DTC, and Converse.15 December 2025 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/12/corporate-credit-risk-analysis-factoring-in-the-risk-of-macroeconomic-disruptionsThis report emphasizes the need for a comprehensive approach that goes beyond traditional financial metrics to assess a company's creditworthiness effectively and discusses some best practices that credit analysts and risk teams can adopt to incorporate these risks and maintain robust risk assessment frameworks.14 December 2025 15:59:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/12/transforming-corporate-actions-data-management-introducing-our-ai-driven-corporate-action-summariesIn the fast-paced world of finance, staying ahead of corporate actions is crucial for making informed decisions.14 December 2025 15:59:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/12/the-canadian-p-and-c-market-showed-strength-in-q3-amid-sharply-lower-catastrophesCanadian property and casualty insurers exited the third quarter with increased momentum, benefiting from a significant decrease in natural catastrophes compared to earlier periods.

12 December 2025 17:27:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/12/us-coal-prices-push-higher-with-support-from-natural-gasUS coal market prices extended a steady rally in November, with export and domestic benchmarks making gains.Through 2027, firm natural gas prices are expected to support increased coal generation, driving stable or growing coal production.12 December 2025 17:27:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/12/capital-demands-soar-for-new-copper-supplyThe accelerating global energy transition has enhanced the demand for copper, yet bringing new supply online has become increasingly costly. A key metric for measuring this financial challenge is capital intensity, which for this analysis is defined as the total development capital expenditure divided by a mine's average annual copper production. 12 December 2025 17:27:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/12/accenture-earnings-preview-ai-momentum-to-continue-driving-q1-growthAccenture’s (NYSE: ACN) push into AI is rapidly reshaping its growth profile, with generative-AI bookings surging to an expected $9.3B in 2026. Ahead of fiscal Q1 2026 results, analysts expect steady revenue growth driven by demand for AI.12 December 2025 15:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/12/newmont-to-ride-gold-rally-in-2025-despite-production-drag-amid-portfolio-revampNewmont’s (NYSE: NEM) 132% share surge this year has been powered by record gold prices, with revenue expected to climb again in 2025. The miner’s pivot toward a leaner Tier 1 portfolio is boosting pricing but weighing on volumes.10 December 2025 15:15:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/12/general-mills-earnings-preview-q2-sales-expected-to-drop-9percent-yoyGeneral Mills (NYSE: GIS) is set for another weak quarter, with Q2 sales expected to drop 9% and profitability under pressure as portfolio changes and shifting consumer preferences weigh on demand.10 December 2025 15:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/12/bitfarms-q3-revenue-miss-triggers-sharp-cuts-to-2025-forecastsBitfarms (TSE: BITF) delivered a weak Q3, missing revenue expectations and prompting analysts to cut 2025 mining forecasts, though rising non-mining revenue signals early progress in its shift toward high-performance computing.09 December 2025 14:10:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/12/top-10-economic-insights-2026Our economists present their top 10 insights for the global economy in 2026. 09 December 2025 13:27:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/12/adobe-q4-preview-analysts-expect-9percent-yoy-revenue-growthAdobe (NASDAQ: ADBE) is expected to report solid Q4 results despite a 25% YTD stock drop, with consensus calling for 9% revenue growth led by strong Digital Media demand and expanding AI tools.08 December 2025 14:10:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/12/palantir-shares-slide-despite-strong-ai-driven-revenue-growthPalantir (NYSE: PLTR) stock has slipped despite strong Q3 results. However, analyst expectations also remain optimistic. 04 December 2025 14:10:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/12/bath-and-body-works-faces-tough-holiday-season-as-turnround-plan-takes-shapeBath & Body Works (NYSE: BBWI) posted a soft Q3 prompting analysts to sharply cut holiday and full-year forecasts. The company is now refocusing on core categories as part of a wider turnaround plan.03 December 2025 14:10:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/12/october-2025-model-performance-reportModel performance was unfavourable across the board for the US Large Cap universe, with the Historical Growth model earning highest returns at -0.38%.02 December 2025 17:27:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/12/sc-regulators-adopt-settlement-authorize-rate-increase-for-duke-energy-progressThe Public Service Comm. of South Carolina has voted to adopt a settlement authorizing Duke Energy Progress LLC a $51.2 million increase in electric rates in early 2026. 
02 December 2025 17:27:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/12/im-november-2025-exploration-activity-hits-multiyear-high-as-growth-continuesThe Public Service Comm. of South Carolina has voted to adopt a settlement authorizing Duke Energy Progress LLC a $51.2 million increase in electric rates in early 2026. 
02 December 2025 17:27:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/12/kroger-to-see-modest-q3-growth-amid-cost-cutting-pushKroger (NYSE: KR) is set to post modest Q3 sales growth, supported by core supermarket strength despite weaker fuel revenue. Comparable sales expected to rise 3%, while pharmacy and e-commerce continue to expand.02 December 2025 16:10:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/im-november-2025-funds-raised-surpass-3b-amid-strong-gains-across-groupsFunds raised by junior and intermediate companies surged 77% to $3.59 billion in October, representing the second-highest level in our records dating back to January 201428 November 2025 17:36:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/us-solar-shines-october-winds-calmThe US experienced above-average solar insolation at 4.1% in October and 1.4% year to date. Wind speeds were calm, 1.1% below average in October and 1.3% low year to date.28 November 2025 17:27:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/state-live-game-attendance-us-nfl-mlb-nba-nhl-2025While most Americans are maintaining their spending on subscription video-on-demand (SVOD) services, our latest US consumer survey shows that adding and dropping subscriptions seasonally has grown substantially.

28 November 2025 17:18:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/visible-alpha-breakdown-of-canadian-big-banks-q4-earnings-expectationsHere are Visible Alpha’s consensus estimates for Canadian banks’ fourth-quarter 2025 results (for the period ending October), ahead of their earnings reports this week.28 November 2025 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/unlocking-efficiency-in-corporate-actions-data-management-with-automated-document-extractionIn the fast-paced world of finance, the need to swiftly and accurately manage corporate actions data is more crucial than ever.28 November 2025 12:51:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/enterprise-ai-demand-drives-tech-spending-amid-uncertainty-tech-demand-indicator-highlights-from-q3-2025Intent to spend on technology among US businesses and consumers flattened during the third quarter of 2025, showing signs of recovering after a significant decline from Q1 to Q2, according to 451 Research's US Tech Demand Indicator, a survey-backed composite of intent to spend on technology.28 November 2025 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/benchmarking-credit-models-why-good-enough-isnt-good-anymoreDiscover how credit model benchmarking strengthens validation, transparency, and credit risk pricing in today’s evolving regulatory landscape.28 November 2025 00:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/subscription-strength-to-drive-salesforces-expected-9percent-rise-in-q3-revenueSalesforce (NYSE: CRM) is expected to post 8.8% Q3 FY2026 revenue growth to $10.3 billion, led by its subscription, platform and data businesses, while professional services softens results and shares remain under pressure amid a wider tech pullback.26 November 2025 14:15:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/engineering-and-construction-costs-stall-in-novemberEngineering and construction costs contracted in November, according to the Engineering and Construction Cost Indicator from PEG and S&P Global Market Intelligence.26 November 2025 12:51:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/series-of-new-green-shipping-corridors-emerge-despite-imo-regulatory-setbackChina, India and Brazil are among developing nations setting up a host of new green shipping corridors despite the regulatory uncertainty surrounding investment in alternative fuels following the International Maritime Organization’s (IMO) decision in October to postpone its net-zero framework for a year.25 November 2025 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/beyond-interest-rates-why-stochastic-credit-is-key-to-callable-bond-valuationCallable coupon bonds have become increasingly common in debt markets over the past two decades, largely because the embedded call feature gives issuers flexibility to manage funding costs and liability maturities (Becker et al., 2024; California Debt & Investment Advisory Commission, 2020). 24 November 2025 14:10:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/fiserv-shares-slide-as-growth-outlook-weakens-but-clover-stands-outFiserv (NASDAQ: FISV) shares have tumbled amid repeated guidance cuts, legal pressure, and weak Q3 results. Yet its Clover platform remains a bright spot, with strong growth expected to offset some of the company’s broader slowdown.24 November 2025 14:10:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/redemplo-approval-mark-arrowheads-entry-into-fcs-shtg-to-deliver-larger-growthArrowhead (NASDAQ: ARWR) shares climbed after the FDA cleared Redemplo, its first approved drug, offering a competitive entry into the small FCS market while opening a far larger commercial opportunity in sHTG.24 November 2025 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/coinbases-revenue-mix-increasingly-driven-by-subscriptionsCoinbase (NASDAQ: COIN) is rapidly shifting to recurring revenue, with subscriptions and services set to account for 41% of revenue in 2025. Growth in USDC interest income, staking rewards, among others is driving a more diversified business model.20 November 2025 14:10:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/451-it-insider-october-a-roundup-for-it-decision-makersIn a world where technological advancements dictate the pace of progress, the AI revolution challenges industries to adapt or be left behind. As businesses grapple with the complexities of integrating cutting-edge AI solutions, the stakes have never been higher.20 November 2025 12:51:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/americans-love-svod-services-but-think-they-are-too-expensiveWhile most Americans are maintaining their spending on subscription video-on-demand (SVOD) services, our latest US consumer survey shows that adding and dropping subscriptions seasonally has grown substantially.

20 November 2025 12:51:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/copper-rrs-2025-bhps-reserves-base-provides-27-years-of-future-outputS&P Global Commodity Insights reports on the world's top copper producers in 2024 and their reserves replacement strategies over the 2015–24 period, following the previous Copper Reserves Replacement Strategies (RRS) articles published in 2021.20 November 2025 12:51:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/diamondback-energy-poised-for-strong-2025-growth-amid-strategic-asset-salesDiamondback Energy (NASDAQ: FANG) is set for a major scale-up in 2025, though softer crude prices will temper gains. Growth is expected to moderate from 2026 as commodity headwinds and declining premium drilling inventory weigh on output.19 November 2025 15:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/analysts-see-ciphers-revenue-mix-flipping-to-hpc-dominance-within-two-yearsCipher Mining (NASDAQ: CIFR) is pivoting toward high-performance computing through major long-term deals with AWS, Fluidstack, and Google. From 2026, HPC is set to overtake bitcoin mining as its primary revenue driver.18 November 2025 15:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/jandjs-inlexzo-projected-to-lead-nmibc-market-with-usd5-billion-revenue-by-2035The FDA approved Johnson & Johnson's (NYSE: JNJ) Inlexzo for high-risk non-muscle invasive bladder cancer. Projected revenues could reach $4.7 billion by 2035, positioning Inlexzo as a market leader amidst growing competition.18 November 2025 14:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/blown-off-course-the-challenge-of-predicting-offshore-wind-earnings-novemberØrsted A/S's adjustment of its EBITDA guidance due to lower-than-normal offshore wind speeds underscores the difficulties in predicting performance, especially in a maturing sector.17 November 2025 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/riot-platforms-bets-on-ai-era-data-centers-as-bitcoin-windfall-boosts-earningsRiot Platforms (NASDAQ: RIOT) is pivoting into AI and high-performance computing. Analysts expect a 76% revenue jump in 2025 — though its outlook remain closely tied to Bitcoin’s volatility.17 November 2025 14:10:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/kraken-robotics-poised-for-strong-q3-revenue-surgeKraken Robotics (TSX: PNG) is expected to post a strong Q3 rebound, with revenue forecast to jump 69% on renewed product demand and growing service contracts, driven by recovery in its KATFISH, RMDS, and sonar systems.17 November 2025 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/hail-risk-is-changing-the-game-for-residential-real-estate-marketsAmid escalating risks from severe convective storms, and particularly hail damage, the financial dynamics for homeowners insurance and mortgage originations grow increasingly complex.
13 November 2025 16:23:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/allegro-microsystems-recovery-gains-pace-as-auto-and-industrial-demand-reboundsAllegro MicroSystems (NASDAQ: ALGM) posted stronger-than-expected September-quarter results, recovering from last year’s semiconductor slump. Analysts see the chipmaker benefiting from structural demand in EVs, clean energy, and data centers. 13 November 2025 14:10:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/pony-ai-down-after-hong-kong-debut-robotaxi-to-drive-growthPony AI’s (NASDAQ: PONY) shares fell 9% after its Hong Kong debut, but analysts remain optimistic about the Chinese autonomous driving start-up’s long-term prospects13 November 2025 14:05:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/adoption-of-generative-ai-tools-is-skyrocketing-in-the-us-led-by-chatgptNearly half of US internet adults recently surveyed report using at least one generative AI tool, such as ChatGPT or Gemini. The rapid adoption of generative AI technology is due to its widespread use for online searches and work-related tasks.

13 November 2025 12:51:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/private-credit-has-an-opacity-problem-technology-is-solving-itPrivate credit is notoriously complex, involving highly individualized deal structures, lengthy loan documentation, and nuanced performance metrics. 12 November 2025 12:39:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/valuation-as-a-regulatory-test-what-asic-2025-reviews-mean-for-fund-managersValuation governance in Australia’s private markets is now firmly on the regulatory agenda. In September 2025, the Australian Securities and Investments Commission (ASIC) released two reports: Report 814 on Private Credit in Australia and Report 816 on Superannuation Financial Reporting and Audit Findings. Both pointed to ongoing weaknesses in how unlisted assets are valued and verified.10 November 2025 12:39:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/challenges-of-false-flagged-vessels-in-maritime-safety-and-complianceThe rising trend of false-flagged vessels and shadow fleets impacting maritime safety and security. This paper reveals critical insights on identity manipulation and regulatory evasion in shipping.07 November 2025 14:27:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/klarna-set-for-revenue-jump-in-first-post-ipo-earningsKlarna (NYSE: KLAR) is set to report its first quarterly results as a public company on November 14, providing insight into the Swedish fintech’s growth trajectory after its September listing.07 November 2025 14:05:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/paramount-skydance-first-full-quarter-post-merger-set-to-show-signs-of-reboundParamount Skydance Corp. (NASDAQ: PSKY) is expected to post a 5.5% year-on-year rise in third-quarter revenue to $7.1 billion — its first full quarter since merging with Skydance Media.07 November 2025 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/spglobal-market-intelligence-report-reveals-private-credit-disruption-and-impact-on-credit-quality-in-the-banking-landscapePrivate credit firms capture market share and form strategic partnerships with traditional banks, but some question the sector’s resilience06 November 2025 12:39:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/spglobal-market-intelligence-report-forecasts-favorable-trade-policy-environment-for-2026Analysis comes as new research estimates tariff cost impact to be $907 billion06 November 2025 12:39:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/americas-broadband-roundup-2025The top eight fixed broadband markets in the Americas rely on a mix of platforms, with fiber-to-the-home leading in Latin America and cable still strong in Canada and the USA. In the US, fixed wireless access is having a major impact.06 November 2025 12:39:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/september-2025--brazil-experiences-strong-winds-but-suboptimal-sAt the close of September, Brazil's wind energy operating capacity tracked by S&P Global stood at 28,243 MW, with wind speed deviations showing a monthly increase of 5.0% and a year-to-date rise of 1.9%.05 November 2025 15:20:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/turning-data-into-deal-flow-the-future-of-private-company-analysis1Collecting reliable data on private companies remains one of the most significant hurdles for dealmakers and investors in many key markets, including the United States. 05 November 2025 14:27:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/turning-data-into-deal-flow-the-future-of-private-company-analysisCollecting reliable data on private companies remains one of the most significant hurdles for dealmakers and investors in many key markets, including the United States. 05 November 2025 14:27:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/inside-the-role-of-payments-manager-responsibilities-kpis-and-strategyPayments managers within merchants sit at the intersection of finance, technology and operations.05 November 2025 12:51:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/trends-shaping-the-middle-market-ma-landscape-in-2025-and-beyondS&P Global Market Intelligence recently hosted a webinar that examined middle-market M&A activity. Here are seven key takeaways from the event, M&A in Focus: The State of the Middle Market, recorded on Oct. 9, 2025. 05 November 2025 12:39:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/record-nfl-revenue-continues-with-a-focus-on-media-opt-outs-and-global-growthAs the National Football League (NFL) works through the 2025-26 season, the Philadelphia Eagles are on a quest to defend their championship title. 30 October 2025 13:47:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/nvidia-gtc-in-dc-blackwell-expectations-increaseNvidia GTC (NASDAQ: NVDA): What happened during the conference, and what are the key points to focus on going forward?30 October 2025 13:45:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/chimes-q3-revenue-set-to-jump-26percent-as-platform-growth-acceleratesChime Financial (NASDAQ: CHYM) is expected to report 26% year-on-year revenue growth in Q3, driven by strong gains in its Platform business, even as Payments growth slows.30 October 2025 13:45:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/video-game-manda-tracker-q3-2025-ea-deal-headlines-largest-quarter-in-3-yearsA $56.81 billion deal to take Electronic Arts Inc. private anchored the second-largest quarter for video game deals on record, behind the first quarter of 2022, when Microsoft Corp. announced it would purchase Activision Blizzard Inc. Those two periods dwarf the interim quarters.29 October 2025 12:14:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/key-themes-from-lme-week-2025LME (London Metal Exchange) Week, the premier annual gathering for the metals industry, took place in London from Oct. 13–17 and drew one of the largest turnouts in recent years. The week featured numerous events that provided attendees with ample opportunities to network, present and discuss various issues impacting the metals and mining sector.29 October 2025 12:14:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/gold-all-in-sustaining-costs-in-us-canada-up-yoy-margins-to-widen-furtherThe average all-in sustaining cost for gold production on a co-product basis rose in the US and Canada by 7.85% and 3.14% year over year, respectively, in 2024. While both countries had rising minesite costs for the period, it is higher in the US, with costs increasing 10.58% year over year, mainly driven by higher labor, electricity and other minesite costs. 29 October 2025 12:14:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/analysts-see-lenz-vizz-exceeding-usd1-billion-in-sales-by-2038Lenz Therapeutics Inc. (NASDAQ: LENZ) gained FDA approval for Vizz, the first aceclidine-based eye drop for presbyopia, marking its commercial debut and challenging pilocarpine-based rivals like AbbVie’s Vuity and Orasis’s Qlosi.28 October 2025 13:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/mercedes-benz-to-face-another-quarter-of-revenue-declineMercedes-Benz Group AG (FWB: MBG) is expected to report its ninth straight quarterly revenue decline in Q3 2025, with sales falling 5% to €32.7 billion amid weak demand in China and the US.27 October 2025 15:15:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/ferrovial-q3-2025-modest-growth-with-strong-highway-and-energy-performanceFerrovial SE (NASDAQ: FER) is expected to post 3% year-on-year revenue growth in Q3 2025 to €2.5 billion, driven by solid performances in its construction and highway divisions.27 October 2025 13:15:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/coverage-initiation-khazna-set-to-build-out-the-largest-ai-ready-hyperscale-facility-in-uaeKhazna Data Center has emerged as a pivotal player in the United Arab Emirates' digital infrastructure landscape. The company's commitment to innovation is exemplified by its latest development in Ajman, UAE, a 100-MW datacenter designed to be AI-ready, set to become operational by 2026. 27 October 2025 13:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/united-arab-emirates-datacenter-sector-is-poised-for-continued-expansionCrinetics Pharmaceuticals (NASDAQ: CRNX) secured FDA approval for Palsonify, the first once-daily oral therapy for acromegaly, marking its transition to a commercial-stage biotech. 27 October 2025 13:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/indonesia-mining-by-the-numbers-2024In 2024, Indonesia reinforced its position as the world's leading nickel producer, commanding over 60% of global output and maintaining strong production and exploration activities in copper, gold and cobalt.27 October 2025 12:51:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/generative-ai-shows-rapid-growth-but-yields-mixed-resultsThe generative AI landscape has undergone a significant transition over the past year.27 October 2025 12:14:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/m-and-a-serves-as-catalyst-for-recent-securities-restructurings-at-us-banksUS banks have eased off the breakneck pace of securities portfolio restructurings, but surgical trades continue, often triggered by mergers and acquisitions.

23 October 2025 12:14:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/nearly-two-thirds-of-planned-us-bess-projects-eligible-for-40-tax-creditsBy preserving the value and timeline of the Inflation Reduction Act of 2022 fiscal incentives for utility-scale battery energy storage systems, House Reconciliation Bill 1 (H.R. 1) ensures that more than 143 GW of planned US capacity could receive at least a 40% tax credit based on energy community criteria, as long as projects begin construction before 2034.23 October 2025 12:14:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/over-one-third-of-americans-are-avid-sports-fansA recent survey found that the differences between avid and casual sports fans are far fewer than one might think. The frequency of viewing and talking about sports are the two primary differentiating factors.


23 October 2025 12:14:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/microsoft-alphabet-and-amazon-earnings-previewsMicrosoft (MSFT), Alphabet (GOOGL) & Amazon (AMZN) will report results next week. Here are the key numbers that we’re watching. Here are the key numbers that we’re watching.22 October 2025 13:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/11/banks-face-credit-slippage-but-not-as-bad-as-some-fearBanks' net interest margins continue to improve and support strong returns, but the expansion has been overshadowed by investors' concerns over potential slippage in credit quality.21 October 2025 16:23:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/5-innovative-reasons-to-choose-clearparAs we approach the new year, it is essential to acknowledge the significant achievements made by ClearPar in meeting the demands of an ever-evolving and expanding market. 21 October 2025 14:25:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/netflix-earnings-preview-q3-2025Netflix (NASDAQ: NFLX) will report third-quarter 2025 results on Tuesday, Oct. 21, 2025. Here are the key numbers that we're watching.17 October 2025 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/brinker-international-eyes-16percent-q1-2026-revenue-jump-on-chilis-momentumBrinker International (NYSE: EAT) is expected to deliver strong Q1 FY26 results, with revenue up 15.7% year-on-year to $1.3 billion, driven by robust growth at Chili’s despite continued weakness at Maggiano’s.17 October 2025 13:15:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/global-economic-outlook-october-2025Our big picture assessment of growth prospects is broadly unchanged in October’s update, although considerable uncertainty continues to surround the base case. We continue to forecast a near-term moderation in growth momentum in most major economies and regions, primarily due to a hangover from prior tariff front-loading. This is not expected to turn into a slump in 2026 thanks to a few tailwinds for growth. 16 October 2025 15:27:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/us-homebuilding-set-for-2025-slowdown-as-affordability-bitesThe US homebuilding industry faces a cyclical slowdown in 2025, with flat orders and tighter margins, before a gradual recovery begins in 2026.16 October 2025 13:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/grid-congestion-remains-key-issue-as-data-center-load-growth-stresses-systemTransmission and distribution, or T&D, constraints — once considered the primary concern for developers and grid operators — have seemingly taken a backseat in the face of drastic reversal of energy policy at the federal level and rising electricity demand driven largely by AI data center expansion efforts.16 October 2025 12:14:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/where-have-all-the-frequent-movie-goers-goneA recently completed US Kagan Consumer Insights survey found that the percentage of adults attending the cinema at least once a month has declined by more than half since 2019.

16 October 2025 12:14:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/drc-cobalt-export-quotas-to-support-cobalt-prices-though-challenges-loomForthcoming export quotas in the Democratic Republic of Congo will likely usher in a period of tightly managed supply in the cobalt market. Demand and prices will still be determined by the market.15 October 2025 18:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/kuehne-nagel-q3-turnover-seen-down-7percent-amid-sea-freight-weaknessKuehne & Nagel (SIX: KNIN) is set to post weaker Q3 results, with revenue down 7% and profit sliding 32% amid ongoing freight market softness.15 October 2025 13:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/unicredit-faces-softer-quarter-as-rate-tailwinds-fade1UniCredit (BIT: UCG) is set for a softer Q3 as higher funding costs and lower rates weigh on margins, partly offset by resilient fees and stable asset quality.15 October 2025 13:15:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/analysts-lift-amds-long-term-revenue-forecasts-after-openai-dealAdvanced Micro Devices (NASDAQ: AMD) jumped 23.7% after announcing a multi-year partnership with OpenAI to supply GPUs for AI data centers, strengthening its challenge to NVIDIA (NASDAQ: NVDA).13 October 2025 13:15:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/sap-cloud-revenue-to-jump-22percent-in-q3-as-shift-from-legacy-software-acceleratesSAP SE (NYSE: SAP) is expected to report solid Q3 results, with cloud revenue surging 22% to €5.3 billion — now over half of total sales — as it shifts to offset declines in legacy software.13 October 2025 13:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/revenues-grow-yoy-across-all-asset-classesIn September, securities lending revenues hit $1,412 million, marking an impressive 46% year-on-year increase. 10 October 2025 15:21:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/electronic-arts-acquisition-is-2nd-largest-video-game-deal-on-recordAn investor group's $56.78 billion deal to take Electronic Arts Inc. private would be the second-largest deal on record for the video game industry, solidly besting Take-Two Interactive Software Inc.'s purchase of Zynga Inc. but well behind Microsoft Corp.'s acquisition of Activision Blizzard Inc.09 October 2025 12:14:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/calm-waters-to-contribute-to-historically-strong-q3-for-us-pandc-insurersWhile the commercial lines continue to experience decidedly mixed business trends, the industry is likely to post exceptionally strong results for a third quarter in the personal lines.09 October 2025 12:14:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/balanced-ambitions-the-architectural-merger-of-anglo-american-teck-resourcesAnglo American PLC and Teck Resources Ltd. announced a proposed merger of equals on Sept. 9, combining the two entities into the Anglo Teck Group. The all-share merger would create a top-tier copper producer valued at over $53 billion, competing alongside the likes of Freeport-McMoRan Inc. and Southern Copper Corp.09 October 2025 12:14:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/visible-alpha-breakdown-of-us-airlines-third-quarter-earnings-expectationsU.S. airlines are set for subdued Q3 2025 results, as strong travel demand is offset by weaker pricing and rising labor costs, pressuring margins across major carriers.08 October 2025 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/analysts-expect-modest-growth-for-tilray-brands-amid-cannabis-policyTilray Brands (NASDAQ: TLRY) is expected to post 2% revenue growth in Q1 2026 to $204 million, led by a rebound in cannabis sales amid continued weakness in its beverage unit.08 October 2025 13:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/apac-telcos-divest-tower-assets-towercos-deliver-long-term-revenue-streamIn the past decade, Asia Pacific telecom towers landscape shifted from integrated ownership by mobile network operators (MNOs) to an independent towerco model, as evident in the historical tower deals tracked by S&P Global Market Intelligence Kagan.07 October 2025 12:14:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/september-etf-flows-markets-at-the-monetary-policy-inflection-pointGlobal markets rally as the Federal Reserve begins its rate-cutting cycle, but beneath the optimism lurks a complex landscape of fiscal challenges, political uncertainty, and high valuations that investors must navigate carefully. 06 October 2025 15:21:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/insurers-seek-to-strike-balance-between-benefits-risks-of-ai-and-aerial-imageryAt the recent Monte Carlo reinsurance summit, the use of AI and aerial imagery emerged as key tools for homeowners' risk assessments. As insurers adopt these technologies, they face pressing questions about their efficacy, fairness, and compliance with regulatory standards. 03 October 2025 12:14:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/impacts-of-hr-1-on-renewable-energy-tax-credits-us-electricity-marketsThe recently enacted House Reconciliation Bill 1 (H.R. 1) has introduced significant changes to the landscape of clean energy investment in the US. Signed into law on July 4, 2025, H.R. 1 revises the eligibility criteria for Production Tax Credits (PTC) and Investment Tax Credits (ITC) for renewable energy projects, particularly by phasing those credits out for solar and wind generation. 03 October 2025 12:14:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/09/clearpar-september-insights-loan-market-trends-master-participation-automation-and-clearpar-analyticsThe September edition of ClearPar Connect Live brought together James Irwin (Head of ClearPar, EMEA) and Jack Colombini (Head of ClearPar, Americas) to explore market trends, recent platform updates, and what’s ahead for the rest of the year. 30 September 2025 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/09/engineering-and-construction-costs-slow-in-september-dampened-by-steel-pricesEngineering and construction costs continued to show gains in September, according to the Engineering and Construction Cost Indicator from PEG and S&P Global Market Intelligence.29 September 2025 14:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/09/are-consumers-ready-for-meta-ray-ban-display-smart-glassesMeta Platforms Inc. announced its first display-based smart glasses at its annual Connect showcase on Sept. 17, which will likely go down as a landmark event in the history of connected devices.
26 September 2025 12:14:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/09/rio-tinto-establishes-dominant-position-in-lithium-market-by-acquisitionsRio Tinto Group has been rapidly building a dominant position in the lithium market through acquisition. Its portfolio of assets appears to be strategically located to meet long-term demand growth in Europe and the US.

26 September 2025 12:14:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/09/us-tariffs-on-brazilian-goods-economic-consequences-and-dividend-outlookOn July 9, US President Donald Trump said that the US planned to impose a 50% tariff on Brazilian goods starting on Aug. 1.23 September 2025 13:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/09/breaking-through-debt-turmoil-new-world-development-and-the-road-aheadOn May 30, 2025, New World Development Company Limited (New World) announced it would defer coupon payments on four senior perpetual bonds at the next distribution dates, heightening investor concerns over the company's liquidity. 23 September 2025 13:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/09/august-2025-model-performance-reportModel performance varied across the board for the US Large Cap universe, where the Value Momentum 2 model produced the highest returns at 4.01%. The Price Momentum model performed the worst.19 September 2025 13:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/09/genius-and-clarity-acts-a-legal-framework-for-u-s-stablecoins-and-digital-assetsThe GENIUS Act is a significant development for the digital asset industry, being the first stablecoin-specific law at U.S. federal level, providing guidelines for how stablecoins can be issued, regulated, backed and used.19 September 2025 13:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/09/summer-demand-lends-modest-boost-to-us-domestic-coal-marketsUS coal market prices were mixed in August, as the summer peak demand season supported growth in domestic coal prices, while export prices turned lower.
Through 2027, firm natural gas prices are expected to support increased coal generation, driving stable or growing coal production.18 September 2025 12:14:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/09/metaverse-survey-nearly-half-of-consumers-interested-in-buying-smart-glassesSmart glasses vendors have a clear window to ramp their sales volumes in the year ahead, with 48.2% of respondents to a recent survey who do not already own a pair reporting that they are interested in such a purchase within the next year.

18 September 2025 12:14:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/09/life-insurers-schedule-ba-investments-hit-new-high-amid-alternatives-pushAfter a significant change in statutory accounting at the start of 2025 served as the driver of a material increase in US life insurers' holdings in a key category of alternative assets during the first quarter, a more traditional catalyst returned to the fore in the second quarter.




18 September 2025 12:14:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/09/global-economic-outlook-september-2025We continue to forecast that the lagged effects of widespread monetary policy easing will support growth in most major economies and regions into 2026, but sticky inflation is a potential spanner in the works. 17 September 2025 20:27:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/09/the-long-short-reportThe long / short report provides a geographic analysis of the long/short market by sector, using S&P Global Market Intelligence's securities finance short interest data.16 September 2025 13:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/09/playbook-how-to-conduct-impactful-scenario-plansDiscover how effective scenario planning and agile decision-making can help your IR team manage risk, prepare for corporate actions, and improve market positioning in today’s volatile environment.16 September 2025 13:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/09/political-uncertainty-drives-yield-movements-and-securities-lending-activityFrench government bonds have overtaken German Bunds as the most borrowed European sovereign securities.15 September 2025 13:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/09/data-the-catalyst-behind-etf-markets-explosive-growth-to-dollar17-trillionThe ETF market has seen significant growth over the past two decades, evolving from a niche investment vehicle into an important component of modern portfolio management, with global assets under management (AUM) approaching $17trn.15 September 2025 09:03:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/09/it-insider-august-a-roundup-for-it-decision-makersAgentic AI introduces complexity into identity management, especially with the rise of nonhuman identities such as machine identities and service accounts, requiring better strategies to ensure security and principle adherence.12 September 2025 15:50:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/09/451-it-insider-a-roundup-for-it-decision-makersAgentic AI introduces complexity into identity management, especially with the rise of nonhuman identities such as machine identities and service accounts, requiring better strategies to ensure security and principle adherence. 11 September 2025 12:14:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/09/wildfire-and-tariff-challenges-may-weigh-on-canadian-p-and-c-industryAfter a relatively docile second quarter for the Canadian property and casualty industry, insurers face a complex interplay of uncertainties specific to their businesses and the economy as a whole in the near- and intermediate-term outlook for top- and bottom-line growth.



11 September 2025 12:14:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/09/latin-america-and-the-caribbean-mobile-market-overviewWith over 15 million net additions in total subscribers over the year, Latin America and Caribbean's mobile market reached 677.5 million accesses by the end of 2024. According to S&P Global Market Intelligence Kagan's research including Argentina, Bahamas, Barbados, Bolivia, Brazil, Colombia, Chile, Costa Rica, Guatemala, Mexico and Peru; this represents a 2.3% annual growth from 2023 through 2024 in a largely prepaid-led market that is still transitioning to 5G. 09 September 2025 15:50:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/09/txnm-touts-tangible-financial-benefits-for-customers-in-texas-merger-filingTXNM Energy Inc. and Blackstone Infrastructure Partners LP formally filed their petition with the Public Utility Commission of Texas for approval of Blackstone's proposed acquisition of TXNM Energy on Aug. 25.The transaction will also be subject to review by the New Mexico Public Regulation Commission and various federal agencies before it can proceed.04 September 2025 12:14:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/09/us-pandc-insurers-approached-peak-profitability-in-stellar-q2The combination of below-average catastrophe losses and superb performance in the largest business line during the three-month period ended June 30 led the US property and casualty industry to post its lowest statutory combined ratio in a second quarter in 18 years.

04 September 2025 12:14:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/potential-multistate-utility-conglomerate-set-to-receive-regulatory-scrutinyAfter announcing plans Aug. 18 to merge in a $15.4 billion transaction, NorthWestern Energy Group Inc. and Black Hills Corp. must now convince the Montana Public Service Commission, South Dakota Public Utilities Commission and other regulators of the proposed deal's merits.

29 August 2025 17:19:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/08/building-the-grid-for-electric-fleetsElectrification is shifting to commercial fleets, driving grid upgrades and new charging models. IoT, resilience, and coordinated regulation are key for scaling sustainable, secure EV infrastructure.28 August 2025 20:39:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/banks-merchants-highlight-collaboration-data-sharing-to-fight-fraudFraud levels remain high in Europe, and payment service providers, banks, merchants and card networks are deploying a range of technologies and strategies to help prevent illicit transactions.28 August 2025 17:19:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/08/451-digital-industries-insider-july-2025The industrial landscape is undergoing an architectural transformation, moving beyond incremental digital tool adoption to a fundamental reengineering of operational cores around intelligence, autonomy and resilience. 27 August 2025 20:39:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/wis-commission-staff-endorses-electric-gas-rate-increases-for-northern-statesThe staff of the Public Service Commission of Wisconsin recently filed testimony in Northern States Power Co. - Wisconsin's rate proceeding, supporting a $115.0 million increase in electric rates and a $21.1 million increase in gas base rates over 2026 and 2027.
22 August 2025 17:19:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/copper-rrs-2025-record-high-price-megamergers-keep-copper-mand-a-afloatS&P Global Commodity Insights reports on major copper acquisitions with reserves and resources following the previous Copper Reserves Replacement M&A article to focus on the 2021–24 period. These acquisitions are defined by a deal value of at least $10 million and at least 200,000 metric tons of copper in reserves and resources.22 August 2025 17:19:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/generative-ai-digest-more-ai-agents-and-more-fundingSubscribers to multiple services from the same company were more likely to indicate they were satisfied with the services they received compared to those subscribing to TV, home internet or wireless services separately. According to results from S&P Global Market Intelligence Kagan's US MediaCensus online consumer survey, conducted in the first quarter of 2025, satisfaction for TV and home internet was about the same when taken together compared to those just subscribing to one.21 August 2025 17:19:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/womens-sports-in-2025-the-olympic-legacy-and-future-potential-growthWomen's sports continued to grow and become a leading part of the global sports conversation in 2023 and 2024. Attendances at live events and viewership for televised broadcasts increased, as did investment interest.

14 August 2025 17:19:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/bankers-expect-an-upswing-in-deposits-over-the-next-12-months-s-and-p-surveyThe majority of US bankers are bullish on deposit growth over the next year, according to S&P Global Market Intelligence's second-quarter 2025 US Bank Outlook Survey. 14 August 2025 17:19:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/us-coal-markets-remain-quiet-to-open-summerUS coal market prices held flat again in July despite supportive summer load and natural gas prices. Production and shipments remain elevated year over year, with gains slowing amid sufficient inventories.
14 August 2025 17:19:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/08/new-wildfire-liability-mitigation-laws-in-effect-across-western-usNew state-level wildfire-related statutes aimed at mitigating electric utility wildfire risk and liability are now in effect across the Western US, following the conclusion of several state legislative sessions.07 August 2025 17:19:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/08/navigating-the-uk-sports-streaming-landscape-key-players-and-pricingThe sports streaming landscape in the United Kingdom is characterized by a diverse array of offerings across multiple price tiers, giving fans the option to combine various services to access their preferred events.07 August 2025 17:19:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/08/bankers-positive-on-loan-growth-amid-economic-uncertainty-sp-surveyUS bankers have a favorable outlook on loan growth over the next year amid a volatile economic outlook caused by the Trump administration's tariff policies and persistent doubts whether borrowing activity will rebound in the second half of the year07 August 2025 17:19:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/resources/private-credit-the-rising-defaultsPrivate Credit has emerged as a dynamic force in global finance, with assets under management projected to exceed $3tr by 2028. 03 August 2025 18:36:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/p-g-looks-to-price-hikes-to-revive-growth-after-flat-fy-2025Procter & Gamble (NYSE: PG) is expected to return to growth in 2026, with net sales rising +3% to $87 billion, driven by price hikes aimed at offsetting input cost pressures. 31 July 2025 12:22:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/boeing-to-see-strong-delivery-pace-and-commercial-rebound-to-drive-2025-outlookBoeing (NYSE: BA) delivered a strong Q2. Full-year revenue is expected to grow +29% YOY, while net losses are projected to narrow sharply as deliveries surge.31 July 2025 12:16:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/cracker-barrel-focuses-on-cost-cuts-and-revamp-to-offset-sales-sCracker Barrel (NASDAQ: CBRL) revenue will be flat in 2025 but profit will rebound supported by a brand overhaul and cost cuts. Net income will rise as restructuring gains traction.30 July 2025 13:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/im-july-2025-precious-metals-push-totals-to-highest-since-march-2022Funds raised by junior and intermediate companies increased to $1.89 billion in June, marking the highest level since March 2022 — the fundraising peak before the downward trend post Russia's invasion of Ukraine. 30 July 2025 10:50:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/hesai-group-s-growth-set-to-accelerate-on-surging-lidar-demandHesai (NASDAQ: HSAI) is set for a strong 2025, with revenue expected to grow 60% YOY and turn profitable driven by surging LiDAR demand.29 July 2025 13:06:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/08/new-finds-remain-scarce-despite-gold-from-major-discoveries-at-3-bozNew state-level wildfire-related statutes aimed at mitigating electric utility wildfire risk and liability are now in effect across the Western US, following the conclusion of several state legislative sessions.28 July 2025 17:19:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/apple-earnings-preview--iphone-expectations-continue-to-move-lowApple Inc. (NASDAQ: AAPL) will report fiscal Q3 2025 results on Thursday, July 31, 2025. Here are the key numbers that we’re watching.28 July 2025 14:30:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/amazon-earnings-preview--fiscal-q2-2025-Amazon (NASDAQ: AMZN) will report Q2 2025 results on Thursday, July 31, 2025. Here are the key numbers that we are watching.28 July 2025 14:03:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/june-cloudy-for-us-solar-but-wind-speeds-near-normalAs the summer heat blazes across the US, the latest energy data reveals a complex landscape for wind and solar power generation. In June 2025, the total operating capacity for wind energy reached an impressive 154.0 GW, with the monthly average winds up 0.7% compared to the 20-year normal.

25 July 2025 10:50:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/us-banks-maintain-favorable-earnings-while-confronting-economic-uncertaintyBanks' earnings should remain healthy through the first half of the year, buoyed by continued margin expansion, steady loan growth and benign credit quality. Earnings growth could prove more challenging in the second half of 2025 as the lagging impact of tariffs slows growth, weighs on the consumer and pushes delinquencies higher.

25 July 2025 04:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/sarepta-s-outlook-slashed-as-fda-scrutiny-deepens-over-gene-therAnalyst forecasts for Sarepta Therapeutics (NASDAQ: SRPT) have been slashed following FDA-mandated shipment halts and safety concerns surrounding its gene therapy Elevidys.24 July 2025 13:47:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/molson-coors-sales-forecast-to-fall-as-americas-demand-softensMolson Coors (NYSE: TAP) is expected to see a -2.3% drop in 2025 net sales, led by declining volumes in the Americas and continued macroeconomic pressures.24 July 2025 13:35:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/urogen-s-revenue-set-to-double-by-2026-on-bladder-cancer-drug-roUroGen’s (NASDAQ: URGN) new cancer drug Zusduri is set to drive revenue growth and return the company to profitability by 2027.23 July 2025 13:06:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/predicting-corporate-defaultsCredit risk modeling is a cornerstone of financial risk management, enabling institutions to assess the likelihood of corporate defaults and make informed decisions on lending, pricing, and portfolio management.22 July 2025 18:36:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/alphabet-earnings-preview--fiscal-q2-2025Alphabet (NASDAQ: GOOGL) will report fiscal Q2 2025 results on Wednesday, July 23, 2025. Here are the key numbers that we’re watching.22 July 2025 13:06:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/flutter-eyes-full-fanduel-stake-as-analysts-project-21-revenue-riseFlutter (NYSE: FLUT) is expected to post a +21% YOY revenue rise in 2025, with net income jumping to $844M, fueled by US growth, FanDuel ownership, and global expansion.22 July 2025 12:10:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/its-tariffs-not-armageddonGlobal trade serves as a cornerstone of economic prosperity, driving growth, shaping market dynamics, and influencing corporate performance across borders. The strategic deployment of trade policies, particularly tariffs, can profoundly alter these dynamics, with far-reaching consequences for revenue streams, cost structures, and financial stability. 21 July 2025 18:36:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/rate-filings-pick-up-in-june-but-2025-requests-trail-2024-historical-trendsIn June, energy utilities filed initial rate increase requests totaling $3.846 billion across 17 cases, largely in line with historical averages. Seven rate case decisions were issued in June with a net aggregate rate increase of $306.5 million.


18 July 2025 10:50:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/global-economic-outlook-july-2025Having passed the midpoint of the year, several of our key economic predictions for 2025 are on track, including weaker US economic conditions. Despite S&P Global Market Intelligence’s view that a recession is not the most likely outcome, there are various risks to monitor, including an escalation of trade tensions. 17 July 2025 15:27:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/coherent-poised-for-robust-2025-growth-on-high-demand-in-ai-dataCoherent Corp. (NYSE: COHR) is set for a strong rebound in 2025, with revenue projected to grow 23% to $5.9 billion and net income returning to positive territory at $212 million.17 July 2025 13:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/netflix-earnings-preview--fiscal-q2-2025Netflix (NASDAQ: NFLX) will report fiscal Q2 2025 results on Thursday, July 17, 2025. Here are the key numbers that we’re watching.16 July 2025 13:00:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/coreweaves-revenue-set-to-soar-as-demand-for-ai-infrastructure-boomsCoreWeave Inc. (NASDAQ: CRWV), a fast-growing data center operator specializing in GPU clusters, is emerging as a central player in the artificial intelligence arms race.
15 July 2025 10:50:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/10/datacenters-drive-economic-diversification-and-digital-transformation-in-the-middle-eastThe Middle Eastern Gulf Cooperation Council region is transitioning toward digitalization with a strong focus on technology competitiveness and national economic diversification initiatives. In the past decade, the United Arab Emirates has set the regional pace.14 July 2025 11:54:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/07/at-london-climate-week-a-bold-call-for-insurers-to-tackle-climate-risksAs the world grapples with the escalating impact of climate-related risks, various insurance industry stakeholders gathered during London Climate Action Week held June 21–29 to discuss its pivotal role in shaping the ongoing transition.09 July 2025 11:54:00 GMThttps://www.spglobal.com/market-intelligence/en/news-insights/research/2025/07/pending-utility-rate-cases-signal-an-active-july-for-regulatorsThe electric and gas utility ratemaking process is expected to be quite active during July, as major developments are slated to occur in various pending proceedings.09 July 2025 11:54:00 GMT