Ekso Bionics Holdings, Inc.

MDA Space Ltd

MDA Space Ltd.

Exail Technologies

The robotics market is expanding at an accelerated pace and has the potential for multiple-fold growth in the coming decades, Morgan Stanley noted in its "Robot Almanac" report published at the end of 2025. The bank’s strategists estimate that the industry’s total addressable market could reach $500 billion by 2030. By 2040, it could amount to about $9 trillion, and by 2050 to $25 trillion, and that covers only the segment of robotics device sales.

10 robotics stocks with big returns so far in 2026

Schaeffler AG

Tesla, Inc.

Ningbo Tuopu Group Co.,Ltd.

Hyundai Corporation

Shenzhen Inovance Technology Co.,Ltd

Science Applications International Corporation

CONTEMPORARY AMPEREX TECHNOLOGY

Unitree Robotics has filed for an IPO in Shanghai, expecting to raise 4.2 billion yuan ($610 million), the world's second-largest company in terms of humanoid robot shipments. The listing should show how much investors trust the future of robotics. Roman Mighty, looked into where the humanoid robot industry will make its profits - and how to be the first to capitalize on it?

The $25 trillion market: how to make money from humanoid robots

Uber Technologies, Inc.

Bank of America Corporation

Bank of America resumed coverage of Tesla shares on March 4 with a buy recommendation. Prior to the suspension of analytical support, the bank had a neutral stance on the company. According to BofA, the company's progress in autonomous driving and robotaxi services could be the next stage of its growth. Tesla shares jumped 3.5% in trading Wednesday, but are down 10% since the beginning of the year.

Future robotaxi leader: BofA recommended buying Tesla stock

Amazon.com, Inc.

NVIDIA Corporation

Samsung Electronics Co., Ltd.

Taiwan Semiconductor Manufacturing Company Limited

Self-driving cars will be at the head of the trend

Robot market could grow to $1 trillion, says Barclays. Which stocks does it choose?

Meta Platforms, 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  

Planet Labs PBC

Tennant Company

Serve Robotics Inc.

Richtech Robotics Inc.

Novo Nordisk A/S

Alphabet Inc.

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

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