S&P Global (SPGI) Could Be 6% Overvalued As AI Momentum Meets Valuation Questions

S&P Global (SPGI) is in focus after highlighting rapid uptake of its AI tools, with 500 customers using model context protocol connectors and a very large jump in data usage through APIs and large language model calls. S&P Global’s recent AI push comes at a more challenging time for the stock, with the share price down 6.7% over the past month and 21.5% year to date. A 1-year total shareholder return decline of 13.6% contrasts with a positive 3-year total shareholder return of 19.7%, which...