Updated weekly · data as of 2026-11-02

The AI & Robotics Directory

52 companies across the AI and robotics stack, the ETFs that hold them and the themes behind them. Every fact links to a public source.

Try NVIDIA Tesla Humanoids BOTZ Mention Index

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Companies

49 listed · 3 private or pending

Movers in the Mention Index

Largest rises in AI-term mentions per 10,000 words, latest filing vs prior comparable, filed since 2026-08-02.

Full index

1
Broadcom AVGO 10-Q · 2026-09-10

36.54+10.80
2
Serve Robotics SERV 10-Q · 2026-08-06

18.50+9.62
3
NVIDIA NVDA 10-Q · 2026-08-26

39.23+8.85
4
Micron Technology MU 10-K · 2026-10-09

18.47+6.84
5
Super Micro Computer SMCI 10-K · 2026-08-31

9.37+3.94

Counts of terms in public SEC filings: a change in wording, not a signal or forecast.

Latest digest · 2026-11-02

Weekly Digest, week ending November 2, 2026

Companies tracked: 52 (49 listed, 3 private or pending listing)
ETFs tracked: 9
New SEC filings from tracked companies in the past 7 days: 23

New SEC filings this week

2026-11-02: XPeng filed 6-K (FORM 6-K)
2026-11-02: Marvell Technology filed 8-K (8-K; items 1.01 Entry into a material definitive agreement, 9.01 Financial statements and exhibits)
2026-11-02: Marvell Technology filed 8-K (8-K; items 2.02 Results of operations and financial condition, 7.01 Regulation FD disclosure, 9.01 Financial statements and exhibits)
2026-10-30: Teradyne filed 10-Q (10-Q)

Notable SEC filings, ETF holdings changes, the largest one-week moves and median moves by category. Informational only.

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Browse by category

Six slices of the stack, from AI silicon and power to the robots themselves.

All companies

7companies

Humanoids & general-purpose robots

Companies building humanoid and general-purpose robots, from listed manufacturers to private start-ups.

Median 1-wk -1.7% Median AI rate 0.34

10companies

Industrial automation

Industrial robots, cobots, motion control, precision gears and warehouse automation.

Median 1-wk -1.0% Median AI rate 1.60

6companies

Service robots & autonomy

Surgical robots, delivery robots, robotaxis, robotrucks and driver-assistance systems.

Median 1-wk -7.7% Median AI rate 2.98

11companies

AI chips

GPU and accelerator designers, foundries, lithography, memory and edge-AI silicon.

Median 1-wk -2.3% Median AI rate 18.47

10companies

Compute & power

Data-centre infrastructure, GPU clouds, networking, generation, nuclear and grid equipment.

Median 1-wk +0.5% Median AI rate 2.00

8companies

Sensors & perception

Lidar, image sensors, thermal imaging, machine vision and precision photonics.

Median 1-wk +0.6% Median AI rate 1.05

Bar: listed (solid) vs private or pending (light) companies. Median 1-week price change in each listing's own currency; median AI rate = AI-term mentions per 10,000 words in each company's latest counted SEC filing. Descriptive only.