North America Credit Research 20 July 2026 J P M O R G A N Credit Calls Monday, July 20, 2026 Strategy & Sector Commentary Bits, Broadcasts & Bandwidth: Weekly Investment Grade TMT Review (Erica R Spear) In today's TMT weekly, we first discuss the index implications from the wave of hyperscaler issuance before turning to some ratings changes, Uber's Delivery Hero acquisition, legal action against PSKY and WBD, and more. • Theme of the Week – Growing Pains: On Tuesday, our IG Strategists published a note tha ...