S&P Global

At the Barclays Global Financial Services Conference, S&P Global presented its strategy to accelerate revenue growth and expand margins, supported by cross‑selling, productivity gains and rising demand for data. Market Intelligence is driving growth, aided by increased AI interfaces, API usage and new sales structures for top clients, while AI monetization is still developing. The energy business grew more slowly than expected, but management expects a recovery in the second half of the year and is targeting mid‑term growth of 6–8%. S&P Global does not plan large acquisitions, prefers targeted small bolt‑on deals, divesting non‑core assets and expects continued margin expansion of 50–75 basis points. » More on de.investing.com

S&P Global, via S&P Global Ventures, invested in Kaiko and expanded the Series B funding round. The stake deepens an existing partnership: S&P Dow Jones Indices and Kaiko had already tokenized the iBoxx U.S. Treasuries Index and launched the S&P Kaiko Digital Asset Indices. Kaiko provides market data, indices and data infrastructure for digital assets and serves more than 250 financial firms, institutions and regulators; financial details of the investment were not disclosed. The transaction follows Kaiko’s acquisitions of Amberdata and Cometh and complements S&P Global’s expansion in digital assets. » More on de.investing.com

According to a Bloomberg report, S&P Global is examining a possible spin-off of the data and research platform Capital IQ Pro, which could be valued in the high single-digit billions. Options range from an initial public offering (IPO) to other structural measures; the considerations are at an early stage and no decision has been made. Capital IQ Pro is part of the Market Intelligence division, provides data on more than 60 million non‑public companies and would compete directly with providers such as FactSet and the data division of the London Stock Exchange. » More on de.investing.com

S&P stock gained more than 3% on Tuesday after a report emerged that the company is considering a multibillion-dollar spinoff of its data platform CapIQ. FactSet's shares also rose in response. » More on de.investing.com

S&P Global has completed the acquisition of datacenterHawk and is integrating the company into the S&P Global Energy division. The combined platform provides asset‑level data on supply, demand, prices, planned projects, site selection and the FiberLocator platform, and links these with analyses of global power markets as well as 451 Research. Financial terms were not disclosed; the transaction is not expected to have a material impact on the results of S&P Global or its energy division. » More on de.investing.com