S&P 500 and MidCap 400 Index Adjustments Announced
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Source: Newsfilter
- S&P 500 Additions: Marvell Technology (MRVL) and Flex (FLEX) will be added to the S&P 500 on June 22, 2026, reflecting their growth potential in the information technology sector, which may attract more investor interest.
- S&P 500 Deletions: Pool Corp (POOL) and Campbell's Company (CPB) will be removed, indicating that these companies have failed to maintain their representativeness in the mid-cap space under current market conditions, potentially impacting their stock performance.
- MidCap 400 Changes: Roku (ROKU) and Coeur Mining (CDE) will be included in the S&P MidCap 400, demonstrating increased market confidence in these companies, which may enhance their financing capabilities and market recognition.
- SmallCap 600 Adjustments: Pool (POOL) and Coty (COTY) will be added to the S&P SmallCap 600, reflecting their potential in the consumer goods sector, which could drive future business growth.
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Analyst Views on SPGI
Wall Street analysts forecast SPGI stock price to rise
15 Analyst Rating
14 Buy
1 Hold
0 Sell
Strong Buy
Current: 424.440
Low
546.00
Averages
617.77
High
675.00
Current: 424.440
Low
546.00
Averages
617.77
High
675.00
About SPGI
S&P Global Inc. provides essential intelligence. Its operations consist of five businesses: S&P Global Market Intelligence (Market Intelligence), S&P Global Ratings (Ratings), S&P Global Commodity Insights (Commodity Insights), S&P Global Mobility (Mobility) and S&P Dow Jones Indices (Indices). Market Intelligence is a global provider of multi-asset-class data and analytics integrated with purpose-built workflow solutions. Ratings is an independent provider of credit ratings, research, and analytics, offering investors and other market participants information, ratings and benchmarks. Commodity Insights is an independent provider of information and benchmark prices for the commodity and energy markets. Mobility is a provider of solutions serving the full automotive value chain, including vehicle manufacturers and retailers. Indices is a global index provider that maintains a variety of valuation and index benchmarks for investment advisors, wealth managers and institutional investors.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Acquisition Dynamics: Danaher Corp. is acquiring Masimo, with the deal expected to close soon, which may impact Masimo's market performance and its standing in the healthcare sector.
- Market Impact: Adjustments to the S&P MidCap 400 Index typically prompt investors to reassess their positions, and Sirius XM's inclusion may attract more capital inflow, potentially enhancing its stock performance.
- Industry Outlook: As the largest index provider globally, changes by S&P Dow Jones Indices reflect market confidence in a company's future growth potential, and Sirius XM's inclusion signifies further recognition in the communication services sector.
See More
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- Index Change: Sirius XM Holdings Inc. will replace Masimo Corp. in the S&P MidCap 400 effective June 11, 2026, enhancing Sirius XM's market visibility and investment appeal.
- Acquisition Context: Danaher Corp. is acquiring Masimo, with the deal expected to close soon, leading to Masimo's deletion from the MidCap 400, reflecting ongoing market consolidation in the healthcare sector.
- Market Impact: The inclusion of Sirius XM may attract more investor attention, particularly in the communication services sector, potentially driving up its stock price and strengthening its competitive position.
- Industry Trends: This change not only highlights S&P Dow Jones Indices' responsiveness to market dynamics but also underscores the significance of mid-cap companies in the capital markets, possibly motivating other firms to aim for similar index inclusion.
See More
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- Strategic Collaboration: S&P Global has announced a strategic partnership with leading sovereign AI provider Cohere to integrate its trusted financial data into Cohere's enterprise platform, North, aimed at enhancing customer data utilization in AI workflows.
- Data Integration Benefits: This collaboration allows customers to leverage S&P Global's data alongside their own enterprise data within Cohere's AI models, enabling faster and more accurate answers to complex queries, thereby significantly improving research efficiency and decision-making accuracy.
- Security and Trust: Cohere's platform provides financial institutions with a secure foundation, ensuring that AI solutions deeply connected to proprietary business data can be trusted when handling sensitive workloads, marking a significant advancement in the global financial ecosystem's application of high-trust AI.
- Infrastructure Investment: S&P Global and Kensho's sustained investment in building a foundational data retrieval layer enables customers to access S&P Global's high-quality intelligence at scale across various AI and agentic workflows, ensuring data validation at every step and enhancing customer productivity.
See More
S&P Global Partners with Cohere to Enhance AI Data Integration
- Strategic Collaboration: S&P Global has announced a strategic partnership with Cohere to integrate its financial data into Cohere's secure enterprise AI platform, North, aimed at enhancing efficiency in research, analysis, and reporting workflows within financial services.
- Enhanced Data Accessibility: Customers can now access S&P Global's financial data directly within the North platform, which not only accelerates research processes but also improves the accuracy and reliability of information, ensuring faster answers to complex questions.
- AI Platform Integration: This collaboration reflects S&P Global's strategy of integrating its data across the AI platforms used by customers, ensuring that its high-quality data translates into productivity gains in various AI environments, addressing the demand for high-trust AI solutions.
- Infrastructure Investment: S&P Global and Kensho are making sustained investments in building a foundational data retrieval layer, enabling customers to access S&P Global intelligence at scale across AI and agentic workflows, thereby advancing the application of high-trust AI in the global financial ecosystem.
See More
SpaceX IPO Raises Concerns for Retail Investors
- Record-Breaking IPO: SpaceX is set to raise $75 billion in its IPO on June 12, marking one of the largest IPOs in history, although its troubling outlook suggests retail investors may face significant losses.
- Fast-Track Index Inclusion: The Nasdaq-100 has altered its inclusion criteria, allowing SpaceX to enter the index after just 15 trading days, which may force index funds to buy substantial amounts of SpaceX stock, potentially inflating its share price.
- Insider Selling Risks: SpaceX permits some insiders to sell shares as early as two days after their first quarterly report, breaking the typical 180-day lockup period, which could leave retail investors as the exit liquidity for insiders, facing the risk of passive sell-offs.
- Poor Financial Outlook: The SpaceX prospectus reveals an expected net loss of $4.9 billion in 2025 despite a valuation target of $1.8 trillion, with disappointing sales growth indicating a lack of near-term profitability, which may lead to investor disillusionment.
See More
SpaceX IPO Faces Challenges as Retail Investors Risk Losing Out
- Record-Setting IPO: SpaceX aims to raise $75 billion through its IPO, potentially becoming the largest in history; however, its financial outlook is concerning, with projected net losses of $4.9 billion in 2025, which could undermine investor confidence.
- Nasdaq Rule Changes: In an effort to attract SpaceX, Nasdaq-100 has altered its inclusion criteria, reducing the timeline for non-financial companies to just 15 trading days, which may force index funds to buy significant amounts of SpaceX stock, increasing risks for retail investors.
- Retail Investor Dilemma: Fidelity has lowered the minimum account requirement for participating in the SpaceX IPO from $500,000 to $2,000, which may seem beneficial but could leave retail investors as “exit liquidity” for insiders selling shares, exposing them to greater financial risks.
- Lack of Profitability: SpaceX's financials indicate a lack of profitability, with projected revenues of $18.7 billion in 2025 but still incurring losses, and a valuation target of $1.8 trillion leading to a price-to-sales ratio of 96, far exceeding sustainable levels seen in other tech companies, potentially resulting in significant losses for investors post-IPO.
See More
