S&P Global’s AI Transition Faces Q3 Moment of Truth Oct. 27: Kensho APIs and $11T Refinancing Wall Need to Outrun Sales Bottlenecks

S&P Global reports its first full quarter as a post-spin company on Oct. 27, and the gap between surging Kensho API usage and stalling Market Intelligence renewals will determine whether the AI story has real revenue behind it or just impressive call volume.