# AI & Robotics Directory: Weekly Digest, week ending October 14, 2026 > **Informational only. Not investment advice.** This digest summarises public data (SEC EDGAR, Yahoo Finance, ETF issuer holdings files). It contains no buy/sell/hold signals and no personalised recommendations. Prices move; check primary sources before relying on any figure. *Sponsor slot available. [Sponsor this directory](https://airoboticsdirectory.com/sponsor/)* ## The week in numbers - Companies tracked: **52** (49 listed, 3 private or pending listing) - ETFs tracked: **9** - New SEC filings from tracked companies in the past 7 days: **8** ### Median 1-week price change by category (local currency, descriptive only) | Category | Companies priced | Median 1-week change | |---|---|---| | [Humanoids & general-purpose robots](https://airoboticsdirectory.com/category/humanoids/) | 4 | -4.8% | | [Industrial automation](https://airoboticsdirectory.com/category/industrial-automation/) | 10 | -5.8% | | [Service robots & autonomy](https://airoboticsdirectory.com/category/service-autonomy/) | 6 | -8.0% | | [AI chips](https://airoboticsdirectory.com/category/ai-chips/) | 11 | -8.9% | | [Compute & power](https://airoboticsdirectory.com/category/compute-power/) | 10 | -5.7% | | [Sensors & perception](https://airoboticsdirectory.com/category/sensors/) | 8 | -8.2% | ### Largest 1-week moves among tracked companies These are the biggest moves only. They are not signals, and a large move says nothing about future returns. | Company | Ticker | 1-week change | Close (as of) | |---|---|---|---| | [Sony Group](https://airoboticsdirectory.com/companies/sony-group/) | SONY | +3.6% | 24.36 USD (2026-10-14) | | [XPeng](https://airoboticsdirectory.com/companies/xpeng/) | XPEV | +2.0% | 9.75 USD (2026-10-13) | | [Intuitive Surgical](https://airoboticsdirectory.com/companies/intuitive-surgical/) | ISRG | +1.4% | 420.24 USD (2026-10-14) | | [Vistra](https://airoboticsdirectory.com/companies/vistra/) | VST | +1.2% | 162.36 USD (2026-10-13) | | [Teledyne Technologies](https://airoboticsdirectory.com/companies/teledyne-technologies/) | TDY | +0.8% | 608.90 USD (2026-10-14) | | [Ouster](https://airoboticsdirectory.com/companies/ouster/) | OUST | -21.3% | 35.33 USD (2026-10-13) | | [Serve Robotics](https://airoboticsdirectory.com/companies/serve-robotics/) | SERV | -20.6% | 3.79 USD (2026-10-13) | | [Super Micro Computer](https://airoboticsdirectory.com/companies/super-micro-computer/) | SMCI | -20.4% | 35.78 USD (2026-10-14) | | [Oklo](https://airoboticsdirectory.com/companies/oklo/) | OKLO | -17.6% | 31.78 USD (2026-10-13) | | [Aeva Technologies](https://airoboticsdirectory.com/companies/aeva-technologies/) | AEVA | -16.5% | 12.17 USD (2026-10-13) | Source: Yahoo Finance daily closes via yfinance. ## New SEC filings this week - 2026-10-14: **ASML** filed [6-K](https://www.sec.gov/Archives/edgar/data/937966/000162828026065813/form6-kquarterlyfilings.htm) (6-K) - 2026-10-14: **Sony Group** filed [6-K](https://www.sec.gov/Archives/edgar/data/313838/000110465926115761/tm2627356d1_6k.htm) (FORM 6-K) - 2026-10-09: **Pony AI** filed [6-K](https://www.sec.gov/Archives/edgar/data/1969302/000110465926115030/tm2627277d1_6k.htm) (FORM 6-K) - 2026-10-09: **Micron Technology** filed [10-K](https://www.sec.gov/Archives/edgar/data/723125/000072312526000023/mu-20260903.htm) (10-K) - 2026-10-08: **TSMC** filed [6-K](https://www.sec.gov/Archives/edgar/data/1046179/000104617926000680/tsm-revenue20261008.htm) (6-K) - 2026-10-08: **Super Micro Computer** filed [8-K](https://www.sec.gov/Archives/edgar/data/1375365/000137536526000023/smci-20261007.htm) (8-K) - 2026-10-07: **Pony AI** filed [6-K](https://www.sec.gov/Archives/edgar/data/1969302/000110465926114347/tm2627105d1_6k.htm) (FORM 6-K) - 2026-10-07: **WeRide** filed [6-K](https://www.sec.gov/Archives/edgar/data/1867729/000110465926114214/tm2626463d1_6k.htm) (FORM 6-K) ## ETF holdings changes - This is the first week, so this run sets the baseline. Changes appear from next week. - **BOTZ** (full holdings, as of 2026-10-13): Intuitive Surgical (9.0%), FANUC (8.6%), Keyence (8.1%), NVIDIA (8.1%), Cognex (2.6%), Aurora Innovation (2.3%), Tesla (2.1%), Yaskawa Electric (2.1%) - **AIQ** (full holdings, as of 2026-10-13): Tesla (3.1%), AMD (3.0%), NVIDIA (2.9%), TSMC (2.9%), Micron Technology (2.6%), Broadcom (2.4%), Marvell Technology (1.8%), Qualcomm (1.4%) - **ARKQ** (full holdings, as of 2026-10-14): Tesla (11.3%), NVIDIA (6.0%), Teradyne (4.8%), AMD (4.3%), TSMC (3.8%), Broadcom (2.3%), Aurora Innovation (1.6%), Intuitive Surgical (1.5%) - **ROBO** (top-10 only, as of 2026-10-14): Intuitive Surgical (1.9%), Harmonic Drive Systems (1.7%), FANUC (1.7%), Teradyne (1.7%), Rockwell Automation (1.7%), Ambarella (1.6%), Novanta (1.6%) - **SMH** (top-10 only, as of 2026-10-14): NVIDIA (19.3%), TSMC (9.3%), AMD (5.5%), Broadcom (5.3%), Micron Technology (4.9%), ASML (4.5%) - **SOXX** (top-10 only, as of 2026-10-14): AMD (9.3%), Micron Technology (7.9%), NVIDIA (7.4%), Broadcom (6.8%), Marvell Technology (4.5%) - **KOID** (top-10 only, as of 2026-10-14): Teradyne (2.4%), NVIDIA (2.3%), Keyence (2.2%) - **HUMN** (top-10 only, as of 2026-10-14): Tesla (5.8%), Harmonic Drive Systems (5.7%), UBTech Robotics (4.3%), NVIDIA (3.1%) - **GRID** (top-10 only, as of 2026-10-14): Eaton (8.6%) ## Themes in one line each - **[Physical AI & humanoids](https://airoboticsdirectory.com/themes/#physical-ai)**: 12 priced companies, median 1-week change -7.1%. - **[AI capex & the compute build-out](https://airoboticsdirectory.com/themes/#ai-capex)**: 17 priced companies, median 1-week change -8.9%. - **[Power & the grid as the bottleneck](https://airoboticsdirectory.com/themes/#power-grid)**: 8 priced companies, median 1-week change -3.8%. - **[Reshoring & factory automation](https://airoboticsdirectory.com/themes/#reshoring)**: 12 priced companies, median 1-week change -6.9%. - **[Autonomy: robotaxis, robotrucks & delivery](https://airoboticsdirectory.com/themes/#autonomy)**: 11 priced companies, median 1-week change -8.8%. - **[Sensing & machine perception](https://airoboticsdirectory.com/themes/#sensing)**: 11 priced companies, median 1-week change -6.0%. ## Editor's note _No editorial note this week._ --- *Data refreshed 2026-10-15T01:01:24Z. Methodology and sources: https://airoboticsdirectory.com/about/. Not investment advice. The directory may have errors; primary sources prevail. To unsubscribe, use the link in the email footer.* --- Source page: https://airoboticsdirectory.com/digest/2026-10-14/ Informational only. Not investment, legal or tax advice, and not a recommendation to buy, sell or hold any security. Data comes from public sources, may be delayed or wrong, and every figure links to its source.