S&P Global

S&P Global Reorganizes Market Intelligence for AI-led Platforms

S&P Global announced a reorganization of its Market Intelligence business into two verticals — Kensho Data & Platforms and Enterprise Solutions — to accelerate AI-driven, agentic solutions and platform capabilities. Kensho Data & Platforms will be co-led by Sally Moore (expanding her Chief Client Officer role), with Bhavesh Dayalji named Head of Kensho Data & Intelligence and Whit McGraw named Head of Platforms. Darren Thomas will serve as Co-Head of Market Intelligence, Enterprise Solutions and join S&P Global’s Executive Leadership Team. The company said Market Intelligence’s Maritime & Trade will move to S&P Global Energy and its Credit Analytics risk capabilities will move to S&P Global Ratings. S&P Global also recast previously reported quarterly segment financials for 2025 and Q1 2026 to reflect the new reportable divisions. Chief Legal Officer Steve Kemps announced he will retire effective December 31, 2026.

Mark Ritson: Lazy Marketing, Not Gen Z, Is To Blame

Marketing columnist Mark Ritson argues that declines attributed to Gen Z — lower cinema attendance, falling soda and beer volumes — are symptoms of tired, repetitive marketing and product portfolios rather than a generational refusal to consume. He cites recent surprise box-office successes from smaller, non-studio productions (Marty Supreme, Iron Lung, Backrooms, Obsession) and contrasts them with the studios’ increasing reliance on sequels and franchise extensions. Ritson also points to beverage market shifts (Olipop, Poppi acquisition by PepsiCo, prebiotic soda launches) as evidence that younger consumers buy new propositions, not legacy brands repackaged. He concludes the market still contains young consumers, but legacy brands lack the creative capability and willingness to fund genuinely new ideas.

Global Chip Sell-Off and Cerebras Earnings Shake Markets

CNBC’s Morning Squawk (published 2026-06-24) reports a broad sell-off in global chip stocks led by Micron, which experienced one of its largest one-day declines. Micron is set to report earnings after the bell. AI chipmaker Cerebras, which recently went public, reported its first post-IPO quarterly results: revenue rose 92% year-over-year but management issued weaker gross-margin guidance (expected core gross margin 36–38% vs. 46.5% prior), and the stock was down about 10% in premarket trading. The note also covers geopolitical comments on the Strait of Hormuz, Federal Reserve leadership selection dynamics, and the PGA Tour’s announced format changes slated for 2028.