Sunday, July 26

Sunday, July 26, 2026

Everything we published on this day.

3 stories

@BlueDuckCap Jul 26

Meta’s committed AI capex risks exceeding financeable demand as capital costs rise, forcing a pivot from excess capacity.

An aerospace company’s profitable core is obscured by a long-running FAA development program; approval, abandonment, or shrinking losses…

The Mikro Kap Jul 26

AirIQ’s 2025 revenue rose 17% to $6.5 million, but tax reassessments cut net income 50% and lifted its P/E to 144x.

Wolf's Substack Jul 26