Keywords: S&P Global


Energy crisis from Iran war could force Big Tech to cut $635 billion in AI spending, S&P Global warns

The largest artificial intelligence infrastructure buildout in history is facing a serious threat. S&P Global warned Monday that the combined $635 billion Microsoft, Amazon, Alphabet, and Meta plan to spend on AI data centers, chips, and related infrastructure in 2026 could be disrupted by persistently......

US Business activity falls to 11-months low amid Middle East tensions

Business activity in the United States slowed significantly in March, reaching its lowest level in nearly a year, according to a recent survey by S&P Global. The decline comes amid rising geopolitical tensions linked to the conflict involving Iran, which has driven up energy costs. The report indicates......

Eurozone wage rebound complicates ecb rate cut timing

Negotiated wages in the eurozone picked up again at the end of 2025, with collectively bargained pay rising 2.95% year-on-year in the fourth quarter, according to fresh European Central Bank data released on Friday. The increase marks a clear acceleration from the revised 1.89% recorded in the previous......

AI and military spending to drive 50% copper demand surge by 2040

Artificial intelligence expansion and soaring defense budgets will propel global copper demand up 50 percent by 2040, risking severe shortages that could hinder economic growth and technological progress, according to a study released Thursday by S&P Global. Annual copper demand will hit 42 million......

BlackRock foresees record AI infrastructure boom propelled by hyperscaler investments

Global asset manager BlackRock predicts that the wave of investment driving artificial intelligence infrastructure will not slow down anytime soon. The firm describes the surge as a “traditional picks and shovels capital expenditure supercycle,” signaling its belief that the real beneficiaries......

China vanke’s bond extension request signals renewed unease in property sector

China’s property market faces fresh doubts as state-backed developer China Vanke seeks bondholder approval to delay repayment on a 2 billion yuan ($282.6 million) onshore bond due December 15. This request marks the first public extension for Vanke, a household name with projects across China’s......

Tanger Med loses top spot in Africa but remains a global maritime leader

Morocco’s Tanger Med Port has reaffirmed its stature as one of the world’s most efficient container ports, ranking fifth in the 2024 Container Port Performance Index (CPPI), jointly published by the World Bank and S&P Global Market Intelligence. However, the port has ceded its long-held......

Morocco’s rising appeal for mining investment in Africa

Morocco is emerging as a prominent destination for mining investments, securing the fourth position among African nations. This achievement positions Morocco ahead of countries like the Democratic Republic of Congo and Zambia, showcasing its growing attractiveness in the sector. Several factors contribute......

Morocco's Economic Resilience: S&P Forecasts Sustained Growth Amid Reforms

Morocco's economy is poised for sustained growth, according to a recent report by S&P Global Rating. The international credit rating agency has highlighted ongoing economic reforms in the North African kingdom, predicting that these measures will foster more inclusive and resilient economic expansion......