# AI & Robotics Directory: Weekly Digest, week ending October 26, 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: **12** ### 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 | +5.5% | | [Industrial automation](https://airoboticsdirectory.com/category/industrial-automation/) | 10 | -4.5% | | [Service robots & autonomy](https://airoboticsdirectory.com/category/service-autonomy/) | 6 | +0.6% | | [AI chips](https://airoboticsdirectory.com/category/ai-chips/) | 11 | -1.5% | | [Compute & power](https://airoboticsdirectory.com/category/compute-power/) | 10 | -6.1% | | [Sensors & perception](https://airoboticsdirectory.com/category/sensors/) | 8 | +3.7% | ### 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 | +35.5% | 672.00 CNY (2026-10-26) | | [Novanta](https://airoboticsdirectory.com/companies/novanta/) | NOVT | +9.3% | 140.80 USD (2026-10-23) | | [Ambarella](https://airoboticsdirectory.com/companies/ambarella/) | AMBA | +7.8% | 66.50 USD (2026-10-23) | | [UBTech Robotics](https://airoboticsdirectory.com/companies/ubtech-robotics/) | 9880.HK | +6.1% | 68.50 HKD (2026-10-26) | | [Intuitive Surgical](https://airoboticsdirectory.com/companies/intuitive-surgical/) | ISRG | +6.0% | 452.29 USD (2026-10-23) | | [Innoviz Technologies](https://airoboticsdirectory.com/companies/innoviz-technologies/) | INVZ | -20.9% | 0.22 USD (2026-10-23) | | [Serve Robotics](https://airoboticsdirectory.com/companies/serve-robotics/) | SERV | -13.9% | 2.78 USD (2026-10-23) | | [Cerebras Systems](https://airoboticsdirectory.com/companies/cerebras-systems/) | CBRS | -12.9% | 110.82 USD (2026-10-23) | | [CoreWeave](https://airoboticsdirectory.com/companies/coreweave/) | CRWV | -11.7% | 54.23 USD (2026-10-23) | | [GE Vernova](https://airoboticsdirectory.com/companies/ge-vernova/) | GEV | -11.5% | 815.00 USD (2026-10-23) | Source: Yahoo Finance daily closes via yfinance. ## New SEC filings this week - 2026-10-26: **Vertiv** filed [8-K](https://www.sec.gov/Archives/edgar/data/1674101/000162828026067127/vrt-20261026.htm) (8-K; items 7.01 Regulation FD disclosure, 9.01 Financial statements and exhibits) - 2026-10-23: **Marvell Technology** filed [8-K](https://www.sec.gov/Archives/edgar/data/1835632/000119312526430424/d147430d8k.htm) (8-K; items 1.01 Entry into a material definitive agreement, 9.01 Financial statements and exhibits) - 2026-10-23: **Teledyne Technologies** filed [10-Q](https://www.sec.gov/Archives/edgar/data/1094285/000109428526000059/tdy-20260927.htm) (10-Q) - 2026-10-22: **Tesla** filed [10-Q](https://www.sec.gov/Archives/edgar/data/1318605/000162828026066775/tsla-20260930.htm) (10-Q) - 2026-10-22: **TSMC** filed [6-K](https://www.sec.gov/Archives/edgar/data/1046179/000104617926000728/tsm-monthend6kx20261022.htm) (6-K) - 2026-10-21: **Tesla** filed [8-K](https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/tsla-20261021.htm) (8-K; items 2.02 Results of operations and financial condition, 9.01 Financial statements and exhibits) - 2026-10-21: **Intuitive Surgical** filed [10-Q](https://www.sec.gov/Archives/edgar/data/1035267/000103526726000071/isrg-20260930.htm) (10-Q) - 2026-10-21: **Teledyne Technologies** filed [8-K](https://www.sec.gov/Archives/edgar/data/1094285/000109428526000055/tdy-20261021.htm) (8-K; items 2.02 Results of operations and financial condition, 9.01 Financial statements and exhibits) - 2026-10-20: **Intuitive Surgical** filed [8-K](https://www.sec.gov/Archives/edgar/data/1035267/000103526726000067/isrg-20261020.htm) (8-K; items 2.02 Results of operations and financial condition, 9.01 Financial statements and exhibits) - 2026-10-20: **Pony AI** filed [6-K](https://www.sec.gov/Archives/edgar/data/1969302/000110465926117402/tm2627809d1_6k.htm) (FORM 6-K) - 2026-10-20: **Super Micro Computer** filed [8-K](https://www.sec.gov/Archives/edgar/data/1375365/000137536526000025/smci-20261020.htm) (8-K; items 2.02 Results of operations and financial condition, 9.01 Financial statements and exhibits) - 2026-10-20: **Hesai Group** filed [6-K](https://www.sec.gov/Archives/edgar/data/1861737/000110465926117122/tm2627914d1_6k.htm) (FORM 6-K) ### 8-K highlights - **Quarterly results (Item 2.02):** Super Micro Computer and Intuitive Surgical (Oct 20), Tesla and Teledyne Technologies (Oct 21). - **Material agreement (Item 1.01):** Marvell Technology (Oct 23). - **Regulation FD disclosure (Item 7.01):** Vertiv (Oct 26). ## ETF holdings changes - No changes in directory-company membership since 2026-10-19. - **BOTZ** (full holdings, as of 2026-10-23): Intuitive Surgical (10.2%), Keyence (8.6%), FANUC (8.3%), NVIDIA (7.9%), Cognex (2.5%), Aurora Innovation (2.2%), Tesla (2.2%), Yaskawa Electric (1.8%) - **AIQ** (full holdings, as of 2026-10-23): Tesla (3.3%), NVIDIA (2.8%), TSMC (2.8%), AMD (2.7%), Micron Technology (2.5%), Broadcom (2.3%), Marvell Technology (1.6%), Qualcomm (1.5%) - **ARKQ** (full holdings, as of 2026-10-26): Tesla (12.0%), NVIDIA (5.9%), AMD (3.9%), Teradyne (3.9%), TSMC (3.8%), Broadcom (2.2%), Intuitive Surgical (1.9%), Aurora Innovation (1.5%) - **ROBO** (top-10 only, as of 2026-10-26): 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 2026-10-26): 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 2026-10-26): AMD (9.3%), Micron Technology (7.9%), NVIDIA (7.4%), Broadcom (6.8%), Marvell Technology (4.5%) - **KOID** (top-10 only, as of 2026-10-26): Teradyne (2.4%), NVIDIA (2.3%), Keyence (2.2%) - **HUMN** (top-10 only, as of 2026-10-26): Tesla (5.8%), Harmonic Drive Systems (5.7%), UBTech Robotics (4.3%), NVIDIA (3.1%) - **GRID** (top-10 only, as of 2026-10-26): Eaton (8.6%) ## Themes in one line each - **[Physical AI & humanoids](https://airoboticsdirectory.com/themes/#physical-ai)**: 12 priced companies, median 1-week change +1.8%. - **[AI capex & the compute build-out](https://airoboticsdirectory.com/themes/#ai-capex)**: 17 priced companies, median 1-week change -2.6%. - **[Power & the grid as the bottleneck](https://airoboticsdirectory.com/themes/#power-grid)**: 8 priced companies, median 1-week change -6.1%. - **[Reshoring & factory automation](https://airoboticsdirectory.com/themes/#reshoring)**: 12 priced companies, median 1-week change -3.0%. - **[Autonomy: robotaxis, robotrucks & delivery](https://airoboticsdirectory.com/themes/#autonomy)**: 11 priced companies, median 1-week change +1.4%. - **[Sensing & machine perception](https://airoboticsdirectory.com/themes/#sensing)**: 11 priced companies, median 1-week change +2.9%. ## Editor's note _No editorial note this week._ --- *Data refreshed 2026-10-26T13:21:37Z. 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/2026-10-26/ 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.