$S&P 500(.SPX)$ The robotics trade has surged again, supported by renewed capital inflows into automation, industrial technology, and U.S. reshoring beneficiaries. The sector’s underlying momentum looks very different from typical short-lived speculative bursts seen earlier this year. Instead, robotics stocks—across hardware, software orchestration, and AI-driven automation—are showing signs of a secular growth cycle that has strengthened in the final stretch of the year. At the same time, “Trump plays” tied to manufacturing revival, defense technology, energy infrastructure, and border-security robotics have been unusually volatile. The question for investors is whether the latest pullback creates opportunity or signals exhaustion. With both
Robotics Rally Continues! Are You Buying Trump Plays?
U.S. Commerce Secretary recently met frequently with CEOs in the robotics industry. He also said that the Trump administration is considering issuing an executive order on robotics next year. Nauticus Robotics doubled, iRobot soared 74%, Richtech Robotics and Serve Robotics jumped more than 18%. Previously, Trump government fueled hype around cryptocurrencies, AI Stargate project, and rare-earth concept stocks. Would you join the hype in robotics concept? Would you choose these small-cap names or pick Tesla? Which stock is most likely to gain favor from the Trump administration this time?
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