Summary

• Type: monitoring-check (subtype: qualitative continuity) - event_id: 2026-07-28-physical-ai-robotics-phase-0a-eod-check - Source: ("Verdict Week: Storage Prints, Then the Capex Reads"). - Shift: No fresh developments specific to the arms-dealer or moonshot cohorts this cycle; the 07-25 read (NVDA's failed reclaim, ISRG's continued weakness, no humanoid