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Financial stocks are down about 10% year to date. There are three stocks that stand out as solid values with strong upside.

The market is overvaluing AGI potential and undervaluing companies that can drive efficiency by adopting current AI tools. True AGI is unattainable with current computing architectures; LLM progress is likely to plateau, leading to diminishing returns on AI infrastructure investment. I see strong buy opportunities in BRK.A/BRK.B and UNH, and buy opportunities in TRI, SPGI, and MCO, as these firms can leverage AI for productivity gains.

NEW YORK, March 26, 2026 /PRNewswire/ -- S&P Global's (NYSE: SPGI) first quarter 2026 results will be issued on Tuesday, April 28, 2026 via news release at approximately 7:15 a.m. Eastern Daylight Time.

NEW YORK, March 25, 2026 /PRNewswire/ -- S&P Global Inc. (NYSE: SPGI) announced today that its Mobility division ("Mobility Global") will host its inaugural Investor Day on May 12, 2026, in New York City, as it prepares for its planned separation from S&P Global into a standalone public company in mid-2026. Bill Eager, President of S&P Global Mobility and Chief Executive Officer of Mobility Global, will be joined by Matt Calderone, Chief Financial Officer-designate of Mobility Global, and other senior leaders to present the company's strategy, positioning, and financial framework as a standalone public company, subject to completion of the proposed separation.

Micron has been growing like crazy lately, fueled by the boom in artificial intelligence (AI). S&P Global has a steady business that's growing -- and it pays a growing dividend, too.

Weeklong programming to focus on AI, data centers, chip design, robotics, workforce and investment strategies, and more at world's preeminent energy conference HOUSTON, March 22, 2026 /PRNewswire/ -- Leaders and experts from Amazon Web Services, Google, Microsoft, NVIDIA, Meta, Dell, Applied Materials and AMD will be among the technology and innovation speakers at CERAWeek by S&P Global—the world's preeminent energy conference—to be held in Houston March 23-27. CERAWeek 2026 Convergence and Competition: Energy, Technology and Geopolitics will include an unprecedented number of top AI and technology leaders exploring ideas and strategies for a world where energy is increasingly entwined with technology.

Charlie Munger favored buying great businesses when their stocks were trading at a discount. He would love S&P Global stock, given its wide, well-established margins and its consistent profits.