Stock Movers S&P Global Tumbles, Harley-Davidson Rises, Spotify Climbs on User Growth
Feb 10, 2026
Markets react to a profit outlook miss at a major financial data firm that rattles investors. A legendary motorcycle maker grapples with shipment swings, tariffs and plans to boost deliveries. A streaming giant soars after reporting a record surge in user additions and stronger margins.
AI Snips
Chapters
Transcript
Episode notes
S&P Global Guidance Shortfall Hits Shares
- S&P Global missed full-year adjusted EPS guidance and shares fell over 7% on the day.
- Analysts also fear AI-driven disruption across the sector, weighing on SPGI and peers like Nasdaq and Moody's.
S&P's YTD Slide Reflects Sector Worries
- SPGI's stock is down about 21% year-to-date, reflecting broader sector weakness.
- The guidance miss compounds investor concerns about long-term disruption risks in financial information services.
Harley Faces Shipment Drop But Plans Recovery
- Harley-Davidson reported a 4% drop in quarterly shipments, missing expectations for a 22% increase.
- Management forecasted shipment growth and plans to repair dealer relationships amid tariffs and weak demand.