Meta Platforms, Inc.

Tesla, Inc.

BYD Company Limited

Gold and silver are hitting all-time highs amid geopolitical risks, debt and liquidity flow. The Fed is taking a pause in rate cuts, recognizing stronger economic growth and persistent inflation around 3%. On these and other topics - in our review of key events for the morning of January 29.

Highlights of the morning: Fed kept rates on hold, gold and silver hit records

Progress on robotaxi and humanoid robot projects is crucial to Tesla's share price

Musk warned of an "excruciatingly slow" start to Cybercab and Optimus production  

Amazon.com, Inc.

Planet Labs PBC

Tennant Company

Serve Robotics Inc.

Richtech Robotics Inc.

Novo Nordisk A/S

Alphabet Inc.

Taiwan Semiconductor Manufacturing Company Limited

Leader Harmonious Drive Systems Co., Ltd.

There is one problem with new technologies - they are, in fact, new. Only those who can prove their maturity reach the stock exchange. Based on the results of the turbulent year 2025, I tried to find out which public companies may become beneficiaries of scientific and technological progress in 2026.

What technologies will drive markets in 2026: space, AI, robots and biotechs

Hyundai Motor Company

South Korean automaker Hyundai is joining the race to mass-market humanoid robots, YahooFinance <a href="https://finance.yahoo.com/news/hyundai-is-taking-on-tesla-and-others-in-race-to-mass-produce-humanoid-robots-210056155.html">reports</a>. At the CES consumer electronics show in Las Vegas, the company <a href="https://www.hyundai.com/worldwide/en/newsroom/detail/0000001100">announced</a> plans to begin industrial production of such robots in the coming years. By 2028, Hyundai intends to create a system capable of producing thousands of robots per year.

Hyundai challenges Tesla in the race for mass production of humanoid robots

Analysts argue over Elon Musk's business valuation, with estimates ranging from $1.3 trillion

Former Fidelity financier estimates Tesla's real value at nearly six times below market value

NVIDIA Corporation

Advanced Micro Devices, Inc.

Intel Corporation

QUALCOMM Incorporated

Strategy Inc

Vistra Corp.

Microchip Technology Incorporated

Zeta Global Holdings Corp.

Chevron Corporation

Exxon Mobil Corporation

ConocoPhillips

Apple Inc.

Daily review and forecast of events on the US stock market by Mikhail Denislavov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: robotics news sets the tone for trading

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

Cognex Corporation

Rockwell Automation, Inc.

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?