# AI & Robotics Directory: Weekly Digest, week ending October 19, 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: **6** ### 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 | -7.0% | | [Industrial automation](https://airoboticsdirectory.com/category/industrial-automation/) | 10 | -4.2% | | [Service robots & autonomy](https://airoboticsdirectory.com/category/service-autonomy/) | 6 | -15.9% | | [AI chips](https://airoboticsdirectory.com/category/ai-chips/) | 11 | -9.1% | | [Compute & power](https://airoboticsdirectory.com/category/compute-power/) | 10 | -12.0% | | [Sensors & perception](https://airoboticsdirectory.com/category/sensors/) | 8 | -11.5% | ### 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) | |---|---|---|---| | [Unitree Robotics](https://airoboticsdirectory.com/companies/unitree-robotics/) | 688836.SS | +17.7% | 495.92 CNY (2026-10-19) | | [Sony Group](https://airoboticsdirectory.com/companies/sony-group/) | SONY | +3.1% | 24.88 USD (2026-10-16) | | [Mobileye](https://airoboticsdirectory.com/companies/mobileye/) | MBLY | +1.7% | 7.22 USD (2026-10-16) | | [Keyence](https://airoboticsdirectory.com/companies/keyence/) | 6861.T | +1.1% | 81,410.00 JPY (2026-10-19) | | [Teledyne Technologies](https://airoboticsdirectory.com/companies/teledyne-technologies/) | TDY | +0.8% | 618.60 USD (2026-10-16) | | [Ouster](https://airoboticsdirectory.com/companies/ouster/) | OUST | -28.8% | 28.43 USD (2026-10-16) | | [Aeva Technologies](https://airoboticsdirectory.com/companies/aeva-technologies/) | AEVA | -26.6% | 10.03 USD (2026-10-16) | | [Serve Robotics](https://airoboticsdirectory.com/companies/serve-robotics/) | SERV | -25.8% | 3.23 USD (2026-10-16) | | [CoreWeave](https://airoboticsdirectory.com/companies/coreweave/) | CRWV | -25.2% | 61.39 USD (2026-10-16) | | [Super Micro Computer](https://airoboticsdirectory.com/companies/super-micro-computer/) | SMCI | -24.4% | 31.63 USD (2026-10-16) | Source: Yahoo Finance daily closes via yfinance. ## New SEC filings this week - 2026-10-16: **XPeng** filed [6-K](https://www.sec.gov/Archives/edgar/data/1810997/000119312526423624/d190286d6k.htm) (FORM 6-K) - 2026-10-16: **Eaton** filed [8-K](https://www.sec.gov/Archives/edgar/data/1551182/000155118226000034/etn-20261016.htm) (8-K; items 8.01 Other events, 9.01 Financial statements and exhibits) - 2026-10-15: **TSMC** filed [6-K](https://www.sec.gov/Archives/edgar/data/1046179/000104617926000726/tsm-20261015x6k.htm) (6-K) - 2026-10-15: **Super Micro Computer** filed [8-K](https://www.sec.gov/Archives/edgar/data/1375365/000137536526000024/smci-20261014.htm) (8-K; items 5.02 Director or officer changes, 9.01 Financial statements and exhibits) - 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) ## ETF holdings changes - No changes in directory-company membership since 2026-10-14. - **BOTZ** (full holdings, as of 2026-10-16): Intuitive Surgical (9.5%), FANUC (8.7%), Keyence (8.6%), NVIDIA (7.9%), Cognex (2.4%), Aurora Innovation (2.2%), Tesla (2.1%), Yaskawa Electric (2.0%) - **AIQ** (full holdings, as of 2026-10-16): Tesla (3.1%), NVIDIA (2.9%), TSMC (2.8%), AMD (2.8%), Micron Technology (2.5%), Broadcom (2.4%), Marvell Technology (1.6%), Qualcomm (1.5%) - **ARKQ** (full holdings, as of 2026-10-19): Tesla (11.4%), NVIDIA (6.0%), Teradyne (4.4%), AMD (4.0%), TSMC (3.8%), Broadcom (2.3%), Intuitive Surgical (1.6%), Aurora Innovation (1.6%) - **ROBO** (top-10 only, as of 2026-10-19): 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 2026-10-19): 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 2026-10-19): AMD (9.3%), Micron Technology (7.9%), NVIDIA (7.4%), Broadcom (6.8%), Marvell Technology (4.5%) - **KOID** (top-10 only, as of 2026-10-19): Teradyne (2.4%), NVIDIA (2.3%), Keyence (2.2%) - **HUMN** (top-10 only, as of 2026-10-19): Tesla (5.8%), Harmonic Drive Systems (5.7%), UBTech Robotics (4.3%), NVIDIA (3.1%) - **GRID** (top-10 only, as of 2026-10-19): Eaton (8.6%) ## Themes in one line each - **[Physical AI & humanoids](https://airoboticsdirectory.com/themes/#physical-ai)**: 12 priced companies, median 1-week change -7.0%. - **[AI capex & the compute build-out](https://airoboticsdirectory.com/themes/#ai-capex)**: 17 priced companies, median 1-week change -14.4%. - **[Power & the grid as the bottleneck](https://airoboticsdirectory.com/themes/#power-grid)**: 8 priced companies, median 1-week change -8.6%. - **[Reshoring & factory automation](https://airoboticsdirectory.com/themes/#reshoring)**: 12 priced companies, median 1-week change -6.6%. - **[Autonomy: robotaxis, robotrucks & delivery](https://airoboticsdirectory.com/themes/#autonomy)**: 11 priced companies, median 1-week change -15.2%. - **[Sensing & machine perception](https://airoboticsdirectory.com/themes/#sensing)**: 11 priced companies, median 1-week change -8.5%. ## Editor's note _No editorial note this week._ --- *Data refreshed 2026-10-19T13:13:23Z. 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/2026-10-19/ 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.