S&P Global
PulseAugur coverage of S&P Global — every cluster mentioning S&P Global across labs, papers, and developer communities, ranked by signal.
2 day(s) with sentiment data
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Europe's industrial future hinges on investment amid Asian competition
Europe faces a growing threat of industrial decline due to competitiveness issues, high energy costs, and supply chain vulnerabilities, with Asia emerging as a dominant manufacturing force. Despite these challenges, Eur…
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Sequoia-backed Empirik launches with $21M to predict IT outages using AI
Empirik, an AI startup incubated by Sequoia Capital, has launched with $21 million in seed funding. The company aims to predict and prevent IT infrastructure outages by using AI agents to track system changes and their …
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Nvidia stock surges on record AI chip demand and optimistic 70% growth forecast · 1 source tracked
Nvidia reported blockbuster second-quarter earnings, with revenue soaring to $96.2 billion and profit doubling year-over-year, driven by high demand for its AI chips. The company also issued an optimistic forecast for f…
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Nvidia forecasts 70% AI chip growth, exceeding expectations · 1 source tracked
Nvidia has provided its first-ever year-ahead revenue forecast, projecting a remarkable 70% growth for the upcoming fiscal year, significantly exceeding analyst expectations. CEO Jensen Huang stated that demand for thei…
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SpaceX stock slides despite strong revenue as AI capex concerns mount
SpaceX's first earnings report as a public company revealed better-than-expected revenue and narrowed losses, but the stock still declined. CEO Elon Musk reiterated ambitious targets, including a $1 trillion annual reve…
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SpaceX shares tumble on massive AI infrastructure spending plans
SpaceX's recent earnings report revealed significant investor concerns despite strong revenue figures. The company reported $7.8 billion in quarterly revenue, surpassing expectations. However, a substantial capital expe…
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AI debt surge: Hidden borrowing hits $1.65T as investors grow wary · 1 source tracked
The AI industry's immense capital expenditure is fueling a significant increase in debt issuance, with hyperscalers and related entities like NVIDIA issuing $225 billion in bonds so far in 2026, a nearly 1,000% surge. T…
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Australian states reject federal AI data center renewable energy mandate
Queensland and the Northern Territory have rejected the Australian federal government's proposals to mandate renewable energy use for AI data centers. The states argue the ideas are underdeveloped and would grant excess…
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Confidence: The essential business skill companies must teach
Confidence is a crucial business skill that enables individuals to translate thoughts into action, and it can be learned and practiced. Many companies mistakenly reward existing confidence rather than fostering its deve…
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S&P Global downgrades Oracle's credit rating due to OpenAI risk
S&P Global has downgraded Oracle's credit rating to "BBB-", citing OpenAI as a significant credit risk. OpenAI represents approximately half of Oracle's $638 billion in contractual obligations. A potential departure by …
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S&P Global spins off auto unit; CICC forecasts profit surge
S&P Global has completed the spin-off of its automotive business, with Mobility Global Inc. now operating as an independent publicly traded company. Mobility Global's common stock began trading on the New York Stock Exc…
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S&P Global and FCA embrace AI's agentic future in finance
S&P Global is updating its market intelligence operating model to enhance agentic solutions and platform capabilities, alongside executive leadership changes. Concurrently, the UK's Financial Conduct Authority (FCA) has…
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Japan's service sector returns to growth in June amid subdued confidence
Japan's service sector experienced a return to growth in June, following a stagnant May, according to a private survey. Despite this expansion, business confidence remained subdued due to concerns over Middle East tensi…
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Supreme Court upholds Fed independence in Lisa Cook case
The Supreme Court has affirmed the Federal Reserve's independence by ruling in favor of Fed Governor Lisa Cook, who was targeted by former President Trump for removal. The court's 5-4 decision established that the Presi…
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Microsoft Copilot enhances Excel with automated financial analysis tools
Microsoft has integrated advanced Copilot features into Excel, enabling automated Discounted Cash Flow (DCF) modeling and financial analysis. This enhancement, powered by data from S&P Global and FactSet, positions Exce…
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China's UHVDC Transmission Buildout Dwarfs US Efforts
China has significantly outpaced the United States in the development of high-voltage transmission lines, particularly in ultra-high voltage direct current (UHVDC) technology. While China has constructed thousands of ki…
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AI tokenomics reshape pricing and enterprise investment strategies · 4 sources tracked
The economics of foundation models are increasingly centered around tokens, which serve as the accounting unit for computation, memory, and pricing. A new framework for AI tokenomics is emerging, distinguishing between …
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US states push back on data centers amid AI growth concerns
Several U.S. states are experiencing a backlash against the proliferation of data centers, driven by concerns over electricity demand and energy policy. This trend is raising questions about the future impact of AI on c…
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Energy markets face prolonged tightness until 2027 despite Strait of Hormuz reopening
Global energy markets are expected to remain tight well into 2027, despite a recent memorandum of understanding between the U.S. and Iran to reopen the Strait of Hormuz. Analysts from S&P Global and Oxford Economics not…
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Databricks launches OpenSharing for AI agents, models, and data
Databricks has introduced OpenSharing, an evolution of its Delta Sharing protocol designed for the agentic AI era. This new open-source protocol, now hosted by the Linux Foundation, expands beyond data sharing to encomp…