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.
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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 | 4 | -7.0% |
| Industrial automation | 10 | -4.2% |
| Service robots & autonomy | 6 | -15.9% |
| AI chips | 11 | -9.1% |
| Compute & power | 10 | -12.0% |
| Sensors & perception | 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 | 688836.SS | +17.7% | 495.92 CNY (2026-10-19) |
| Sony Group | SONY | +3.1% | 24.88 USD (2026-10-16) |
| Mobileye | MBLY | +1.7% | 7.22 USD (2026-10-16) |
| Keyence | 6861.T | +1.1% | 81,410.00 JPY (2026-10-19) |
| Teledyne Technologies | TDY | +0.8% | 618.60 USD (2026-10-16) |
| Ouster | OUST | -28.8% | 28.43 USD (2026-10-16) |
| Aeva Technologies | AEVA | -26.6% | 10.03 USD (2026-10-16) |
| Serve Robotics | SERV | -25.8% | 3.23 USD (2026-10-16) |
| CoreWeave | CRWV | -25.2% | 61.39 USD (2026-10-16) |
| 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 (FORM 6-K)
- 2026-10-16: Eaton filed 8-K (8-K; items 8.01 Other events, 9.01 Financial statements and exhibits)
- 2026-10-15: TSMC filed 6-K (6-K)
- 2026-10-15: Super Micro Computer filed 8-K (8-K; items 5.02 Director or officer changes, 9.01 Financial statements and exhibits)
- 2026-10-14: ASML filed 6-K (6-K)
- 2026-10-14: Sony Group filed 6-K (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: 12 priced companies, median 1-week change -7.0%.
- AI capex & the compute build-out: 17 priced companies, median 1-week change -14.4%.
- Power & the grid as the bottleneck: 8 priced companies, median 1-week change -8.6%.
- Reshoring & factory automation: 12 priced companies, median 1-week change -6.6%.
- Autonomy: robotaxis, robotrucks & delivery: 11 priced companies, median 1-week change -15.2%.
- Sensing & machine perception: 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: /about/. Not investment advice. The directory may have errors; primary sources prevail. To unsubscribe, use the link in the email footer.