S&P Global completed a spinoff of its Mobility division (now Mobility Global) on July 1, 2026, creating a leaner, more focused company. The mobility business was S&P Global's smallest and lowest-margin operation (22% margins vs. 40% company average), so the separation should improve overall profitability and allow management to focus on core strengths in ratings and market intelligence. The company's 53-year dividend growth streak remains intact.

Oracle stock declined over 6% following Apple's lawsuit against OpenAI, raising concerns about Oracle's $300 billion AI infrastructure deal with OpenAI. S&P Global's recent credit rating downgrade to BBB- highlighted risks, noting that OpenAI represents half of Oracle's remaining performance obligations. If OpenAI faces legal or financial difficulties, Oracle could be left with costly data center leases it cannot exit or must lease under unfavorable terms.

Carnival Corporation is presented as an attractive investment opportunity following its recovery from the COVID-19 pandemic. The article highlights three key reasons: strong demand trends with record Q2 sales and growing younger demographics in the cruise market; improving financial health with debt reduced to $24.9 billion and an investment-grade credit rating upgrade; and compelling valuation at a forward P/E ratio of 13.1 with projected 11.2% annual earnings growth through 2028.

S&P Global's stock surged nearly 8% after completing the spinoff of its automotive data unit Mobility Global (which owns Carfax) into a separate publicly traded company. An analyst upgrade from Huber Research also contributed to the stock's gains. Meanwhile, Mobility Global's shares declined nearly 4% on their first trading day.

SpaceX's IPO has provided investor access to its space and satellite businesses, but the company is expected to burn cash through 2029 despite strong Starlink profitability. With $29.1 billion in long-term debt, a $25 billion bond sale underway, and a premium valuation of 76.5x sales, investors are paying today for cash flows that may be years away. While Starship and AI infrastructure present growth catalysts, execution risks remain high.

SpaceX has been added to the Russell 1000 and will join the Nasdaq-100, forcing millions of index fund investors to own the stock automatically. However, the company remains unprofitable and trades at over 100x revenue, while the S&P 500 is keeping it out due to lack of profitability. The addition reflects index rules rather than investment merit.

The article recommends three stocks as buying opportunities amid recent market weakness: S&P Global, which is undergoing strategic divestitures to focus on core high-demand businesses; Qualcomm, positioned to benefit from the growing edge AI computing market; and Chewy, an online pet supplies retailer with strong recurring revenue despite near-term consumer headwinds.

The global Climate Risk Management Market is projected to grow from USD 8.59 billion in 2026 to USD 19.08 billion by 2031, with a CAGR of 17.3%. Growth is driven by increasing enterprise adoption of climate risk solutions for assessing physical hazards, transition pressures, and regulatory obligations. North America leads the market, while carbon accounting and emissions management represents the fastest-growing application segment.

S&P Global faces mixed impacts from sustained higher interest rates. While elevated rates will boost demand for its subscription-based market intelligence and alternative asset services, they could dampen its higher-margin credit rating business by reducing corporate debt issuance. Despite a 20% year-to-date decline and AI competition concerns, analysts project 10-13% EPS growth through 2027, and the stock appears reasonably valued at 20x forward earnings with room for dividend increases.

SpaceX is using a staggered lockup expiration schedule to manage insider selling over the next year, rather than a single cliff date. While this approach spreads out potential downward pressure, the stock faces headwinds from high valuations relative to fundamentals and post-IPO hype fading. The biggest expiration on June 14, 2027 will unlock 6.4 billion shares including those held by CEO Elon Musk.

The article recommends three blue-chip dividend stocks for long-term passive income: Realty Income (O), a REIT with monthly dividends and 31 years of consecutive increases; S&P Global (SPGI), a Dividend King with 53 years of dividend growth and dominant market position in credit ratings; and Aflac (AFL), a specialty insurer with 44 consecutive years of dividend increases and strong growth prospects.

S&P Global's stock has fallen 25% from its 52-week high due to AI disruption fears and disappointing 2026 earnings guidance. However, the company's dominant 50% market share in credit ratings, strong competitive moats, and 53-year dividend increase history make it an attractive buying opportunity at its lowest valuation since late 2022.