SPGI S&P Global Inc

$SPGI S&P Global is trading at 21.7x earnings, it's lowest valuation in over 5 years- But they're set to benefit from two major tailwinds. First, the continued shift toward passive investing. S&P Global earns licensing fees from ETFs and mutual funds that track its benchmarks, including the S&P 500. As assets in those funds grow, so can the fees it collects. In Q2, its Indices business grew revenue 20%, with asset-linked fees increasing 22%. Second, the enormous financing needs of the AI buildout. Data centers, chips, and power infrastructure require substantial capital. When companies fund those investments through debt rated by S&P Global, that creates opportunities to earn issuance fees and ongoing monitoring revenue. We’ve already seen how stronger issuance can help: Ratings revenue increased 17% in Q2, driven partly by higher investment-grade bond issuance. AI financing could extend that opportunity.

$SPGI absolutely boring fking year for this stock - hasn’t moved an inch expect for the massive drop in Feb it never recovered from POS

$SPGI One of my subscribers sent me a screenshot this morning. He sold cash-secured puts instead of adding common shares because he was skeptical about my technical and fractal analysis. He mentioned that he wished he had bought calls instead, but it's all good because one contract just paid for years of my alerts.

$SPGI dated bullish orders 🐂 - $1.3M+ bought of the $450 calls for Jan. 2028 - $1.8M+ sold of the $440 put for Jan. 2028

$SPGI can I get some Theta decay. Let’s see if a risk off Friday can help me to buy to close my covered call.

S&P Dow Jones Indices and Hong Kong Exchanges and Clearing launched the S&P 500 & HKEX Tech 100 Index on Sept. 30, 2026, combining leading U.S.-listed companies with major Hong Kong technology stocks. The index allocates approximately 60% to the HKEX Tech 100 and 40% to the S&P 500, with quarterly rebalancing, providing diversified exposure to Hong Kong’s technology and innovation ecosystem alongside U.S. large-cap equities. The index was designed to support ETF eligibility for potential inclusion in Hong Kong’s Southbound Stock Connect program, potentially broadening access to these investments. Launched in December 2025, the HKEX Tech 100 tracks 100 major Hong Kong-listed companies across six themes: artificial intelligence, biotechnology and pharmaceuticals, electric vehicles and smart driving, information technology, internet and robotics. $SPGI $SPX $DJI