What top creators are saying about S&P Global Inc.(SPGI)

The host notes S&P Global's strong daily gain as part of a broader rotation into businesses beyond the AI bottleneck trade.

Mentioned among TCI's reported holdings, without an investment recommendation.

The speaker sees potential upside if concerns about disruption from agentic technology ease and the company's valuation multiple expands.

Mentioned as an example of a hedge-fund holding, with no company-specific investment analysis.

Revenue and ratings-business growth were noted, but the stock faced concerns about interest rates and AI's potential impact on its software businesses.

Its strong position in the credit ratings oligopoly does not eliminate sensitivity to higher interest rates and slower bond issuance.

The host lists S&P Global among his long-term holdings, but provides no company-specific valuation, risk assessment, or recommendation.

The host bought more shares, believing the sell-off overstates the potential effects of AI and higher interest rates. He sees the ratings and index businesses as durable, high-margin operations.

The host considers the stock a buy, citing a 21 forward P/E and growth in assets linked to its indices, while recognizing AI disruption and interest-rate risks.

Referenced as an established financial data or software product used as a comparison for new tools; no stock-specific outlook is provided.

Proprietary credit ratings and legally mandated benchmark data are insulated from AI-driven commoditization.

Aggressively expanding into crypto data and on-chain security by leading Kaiko's Series B extension and acquiring OpenZeppelin to integrate on-chain risk benchmarks into institutional ratings.

Positioning to capture rating and data fees as traditional capital markets tokenize via strategic investments in crypto data provider Kaiko and acquisition of smart contract audit firm OpenZeppelin.

Deepening institutional investment into blockchain architecture and asset tokenization through its agreement to acquire smart contract infrastructure firm OpenZeppelin.

Exploring a multi-billion-dollar sale or spinoff of Capital IQ Pro to shift toward a higher-margin, asset-light business focused on proprietary data and index licensing.

Durable moat in ratings and intelligence; entry at $350 yields a projected 16% 5-year CAGR.

Ranked as the #3 top pick for 2026; represents a wide-moat, asset-light compounder trading at a historically low 22x forward P/E, fueled by 14% growth in its high-margin ratings segment.

Temporary slowdowns in debt issuance due to elevated interest rates provide opportunities to buy this high-margin data monopoly at attractive valuations.

Listed among the top-bought blue-chip stocks in Q2 13F disclosures.

Market overreaction to generative AI disruption has created a mispricing at five-year low valuations; high-moat ratings and proprietary data drive high single-digit revenue growth.

Offers steady organic growth, high profitability, and diversified financial data revenue streams with lower regulatory risks compared to single-product credit scorers.

Considered a strong buy and an attractive long-term investment given the depressed stock price following AI concerns that are deemed unfounded.

Part of the quality growth rotation, showing a 10% gain as tech momentum thins.

Traditional rating agency model is at risk of disruption from automated, AI-driven asset scoring using live on-chain data.

Trading at a five-year historical valuation low with a strong core business despite AI disruption concerns.

Viewed with skepticism as part of the 'establishment' that is being disrupted and likely to be slow in upgrading crypto-aligned companies.

Part of a ratings oligopoly poised for growth as debt issuance begins to pick up.

Bullish outlook due to unique proprietary data sets; analyst holds a significant position.

Maintains an impenetrable market position due to its credit rating monopoly.

Facing pressure from AI disruption fears in market intelligence, but management is fighting back with buybacks and robust segment growth.

Provider of essential decision-grade data; brand-name reliability protects it from being displaced by AI.

Viewed as a stable investment with moderate recent gains, though not a high-growth winner yet.

Identified as a primary rating agency; the absence of their ratings in the private credit sector shifts risk assessment to individual investors.

Gained 4% during the market recovery period.

Diversified ratings agency trading 28% off its high; viewed as a high-moat business.

Identified as a preferred 'toll-bridge' stock with a strong moat and more stable relationship with regulators compared to FICO.

Considered a high-conviction quality name with resilient free cash flow in volatile macro environments.

Part of the software sell-off where AI fears are viewed as an overreaction, creating value.

Stock is down 19% due to AI fears, which the host views as a major buying opportunity. The argument is that its curated, trusted data provides a context layer that AI cannot replicate.

The stock has been 'crushed' due to potentially overblown AI fears, creating a value opportunity. It trades at a 21 forward P/E, and superinvestor Chris Hohn was buying at much higher prices ($480-$540).

Stock dropped 10% on guidance that was only slightly weak, showing the market's strong negative sentiment and lack of tolerance for error in software-related stocks.

Reported a mixed quarter with an EPS miss and 'soft guidance', leading to an uncharacteristic 18% pre-market drop and price target cuts from banks.

At the epicenter of the sell-off (down 13%) due to AI fears. The speaker continues to hold the position, suggesting a neutral 'hold and monitor' stance.

The investment thesis is based on the company being well-positioned for a future 'huge debt wall,' which will drive free cash flow per share growth. The speaker is 'equally bullish fundamentally' on both SPGI and MCO.

Mentioned as part of a group of 'financial duopolies' that were selling off due to market fears of fewer global deals and a flight from US assets.

Considered part of an 'indestructible' duopoly that functions as a natural monopoly. It is poised to benefit from an anticipated massive wave of corporate debt issuance.

Mentioned as a stock owned by the host that is positioned to benefit from a potential future environment of falling interest rates.

Identified as part of an undervalued sector of high-quality financial services. The stock has underperformed despite the company beating expectations and is expected to benefit from lower interest rates and AI efficiencies.

Despite flat stock performance, the host is holding for the long term, advising patience. The underlying business is performing very well with strong EPS growth, making it a high-quality, long-term hold.

Grouped with other high-quality financial data companies that are currently out of favor with the market and lack 'momentum,' despite having strong underlying business fundamentals.