MARKETSSTORY 521· JULY 27, 2026

Nvidia debt-insurance costs hit a record as $750 billion AI financing talks spook bond markets

The cost of a credit-default swap, a debt-insurance contract, climbed to a record for Nvidia (NVDA) this week, following reports the company is in discussions over more than $750 billion in AI infrastructure

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Three Temasek India bets each jump more than 30% after listings this week

A contrarian bet is a position placed against the prevailing market view on an asset, held until that view shifts. Singapore's state investor Temasek made those calls on three companies in India. This week, each of them jumped more than…

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Bridgewater trims Amazon as it adds to Shell and PG&E

Big money shifted its holdings last quarter, tilting away from technology and toward energy. Holdings, meaning the shares a fund owns at the end of a reporting period, grew for Shell and PG&E at Bridgewater Associates during the second…

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Pershing Square narrows its book to three names: Uber, Brookfield, and Microsoft

Concentration, in portfolio management, means putting most of a fund's capital into a small number of positions rather than spreading it across many names. Pershing Square has organized its

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