Freeport-McMoRan Inc.

Ero Copper Corp.

Southern Copper Corporation

Anglo American plc

Glencore plc

Alcoa Corporation

Century Aluminum Company

Kaiser Aluminum Corporation

Critical Metals Corp.

MP Materials Corp.

NioCorp Developments Ltd.

First Majestic Silver Corp.

Endeavour Silver Corp.

Pan American Silver Corp.

Peabody Energy Corporation

Cameco Corporation

Cheniere Energy, Inc.

Robots, artificial intelligence, and automation no longer exist only in code. They consume electricity, metals, and fuel. AI has become a new, very voracious consumer of raw materials, comparable in scale to entire industries. This triggers a commodity supercycle and redistributes capital in favor of those who control the basic resources of the new economy. Vitaly Kononov, an analyst at Freedom Broker's commodities sector, named the new beneficiaries of this supercycle.

Beneficiaries of AI and robotization: the commodity supercycle and investment ideas

Wealthfront Corporation

The company went public on the Nasdaq under the ticker WLTH

Wealthfront IPO: Shares of major robo-advisory platform become available

Tesla, Inc.

Meta Platforms, Inc.

Alphabet Inc.

NVIDIA Corporation

Cognex Corporation

Rockwell Automation, Inc.

QUALCOMM Incorporated

Advanced Micro Devices, Inc.

Apple Inc.

Taiwan Semiconductor Manufacturing Company Limited

By 2050, revenue in the robotics sector will reach $25 trillion, with more than half of this amount falling on humanoid robots and robot cabs, according to Morgan Stanley. The corresponding review was released by investment bank analyst Adam Jonas, <a href="https://www.barrons.com/articles/robots-stock-investors-b294d6a5?mod=RTA">reports</a> Barrons.

$25 trillion in revenue: why is Morgan Stanley betting on robots?

Palantir Technologies Inc.

ARK Invest experts are sure that the market is trying in vain to apply the logic of dotcoms to AI

Cathie Wood: talk of an AI bubble is misleading investors

Ubtech Robotics Corp Ltd

China's top economic planning agency has warned of the risk of a bubble forming in the field of humanoid robotics, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-11-27/china-warns-of-bubble-risk-in-booming-humanoid-robotics-industry">writes</a>. This is a rare expression of concern about the rapidly growing sector for the state, the agency notes.

China has warned of a bubble in robotics. Is there cause for concern?

XPeng Inc.

The Chinese electric car maker's stock is still relatively cheap, according to Seeking Alpha analyst Ricardo Fernandez 

XPeng shares soar over 'most human-like' robot. Is it a threat to Tesla?

Serve Robotics Inc.

Symbotic Inc.

NIO Inc.

Motley Fool analyst Leo Sun has <a href="https://www.fool.com/investing/2025/10/28/growth-stocks-that-could-be-10-baggers-in-10-years/">highlighted</a>&nbsp;three undervalued stocks that, in his view, could deliver tenfold returns over the next decade. One of them is small-cap company Serve Robotics, a developer of autonomous delivery robots. The other two are warehouse-automation firm Symbotic and Chinese EV maker Nio.

Motley Fool names three growth stocks with 10x upside over a decade

The company will release its third quarter financial report on October 22 after the close of trading in the U.S.

"The most important chapter begins now": what's Wall Street worried about ahead of Tesla's report?

Under the investment bank's bullish scenario, Tesla's maximum valuation could reach $2.7 trillion by 2040, but the base case scenario calls for a decline in capitalization

BNP Paribas couldn't justify Tesla's high share price: it expects a 30% drop

Stereotaxis, Inc.

Rainbow Robotics Co.,Ltd.

The robotics sector is entering a high-growth phase: the global market is expected to <a href="https://www.globenewswire.com/news-release/2025/06/16/3099631/28124/en/Robotics-Market-Industry-Research-Report-2025-North-America-Leading-Robotics-Revolution-Asia-Expected-to-Surge-by-2035.html">expand</a>&nbsp;almost sixfold to $375.7 billion by 2035, for a CAGR of 17.3%. Freedom Capital Markets has <a href="https://en.oninvest.com/article/wellness-robots-biotech-freedom-names-smid-beneficiaries-of-innovation-trends">listed</a>&nbsp;robotics among its top 10 most promising sectors for investors in the coming decade. The main growth driver is the convergence of AI and the Internet of Things, which enables the creation of semi-autonomous systems, boosts efficiency and scalability, and underpins long-term business transformation, the Freedom analysts said in their report.

Smart machines: Which small caps to bet on in the robotics boom

Zhejiang Sanhua Intelligent Controls Co.,Ltd

Leader Harmonious Drive Systems Co., Ltd.

In September, several Chinese companies unveiled new models of their robots, which do have practical applications - both in manufacturing and for home use. The year 2025 is being called a watershed year for the industry: this is when the production of humanoid robots could become mainstream. As of September 30, the ROBO Global Robotics and Automation Index has <a href="https://www.investing.com/etfs/global-robotics-and-automation">gained </a>16.5% since the beginning of the year, overtaking the S&amp;P 500, which has added 13.7%. Oninvest columnist Yedige Kasymzhan found three non-trivial solutions in robotics that investors should pay attention to.

ChatGPT moment for humanoid robots: who will become the trillion-dollar market leader

Ilya Chernetsky is the creator of CoinKeeper, one of the most popular applications for keeping track of personal finances in Russia and the CIS, where more than 350,000 people analyze their expenses every month. In addition to Coinkeeper, Chernetsky advises startups on launching and monetizing mobile applications, gives lectures and trainings, and runs a Telegram channel called "Investment Rules". His new projects include an AI service for product analytics @heymetrics and a paywall optimization tool.

"I'm betting on what will be there in 5-10 years": Ilya Chernetsky's investment rules