Credit Calls

J.P. Morgan's daily credit report highlights Comcast's announced business separation, ongoing deal flow in the technology sector, and a Neutral stance on High Yield Metals & Mining heading into 2H26.

Key Takeaways

• 1.Comcast announced a plan to separate its connectivity and media businesses into two independent public companies through a spin-off of NBCUniversal and Sky.
• 2.The firm remains Neutral on High Yield Metals & Mining, citing tight spreads and strong balance sheets, with no near-term expectation of fallen angels from IG to HY.
• 3.Technology sector deal flow is active, particularly in HPC infrastructure, with M&A activity increasing via TTM Technologies and ON Semiconductor.

Table of Contents

• Feature
• Strategy & Sector Commentary
• Company Comments

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