Today
+5.75%
5 Days
+3.39%
1 Month
-9.25%
6 Months
+23.13%
Year to Date
+58.86%
1 Year
+70.11%
• S&P Global shares declined following a conservative outlook for its credit ratings division. • Elevated interest rates are reducing corporate bond issuance and transaction-linked revenue growth. • Brokerage firms lowered price targets, citing margin compression concerns within Market Intelligence.
• Situational Awareness LP disclosed a 5.6% stake in Nebius (NBIS). • Nebius reported Q1 2026 revenue of $399 million, exceeding estimates. • Nebius acquired Eigen AI for approximately $643 million.
• Fiserv's Q1 2026 revenue missed estimates despite beating EPS. • Operating margins significantly compressed due to higher expenses. • Stock declined due to revenue miss and margin contraction.
• PayPal beat Q1 2026 earnings but stock fell on weak guidance. • Q2 2026 earnings outlook was disappointing, full-year guidance reiterated. • Operating margins contracted; cost optimization efforts failed to ease anxieties.


| Shareholders | Proportion |
|---|---|
| BlackRock Institutional Trust Company, N.A. | 11.13% |
| Vanguard Portfolio Management, LLC | 4.59% |
| Fidelity Management & Research Company LLC | 4.47% |
| Vanguard Capital Management, LLC | 4.30% |
| Shareholder Types | Proportion |
|---|---|
| Investment Advisor | 57.14% |
| Investment Advisor/Hedge Fund | 28.29% |
| Hedge Fund | 5.45% |
| Research Firm | 2.90% |
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