S&P Global’s Subscription Problem Is the Number to Watch
Ratings revenue is booming and Kensho API usage is surging, but whether Market Intelligence renewals are slowing is the question that could move SPGI today.
October 27, 2026
Air Products Is Betting on a Hydrogen Tank With No Freezer
The hydrogen economy has a logistics problem that almost nobody prices into industrial gas stocks. Moving hydrogen today means either…
Royal Caribbean Beats EPS but Misses Revenue. Shares Drop 7%.
With $6.1B due by end-2028 and a $3B Sandals deal, the question is whether guidance holds.