# AI & Robotics Directory: Weekly Digest, week ending November 2, 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: **23** ### 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 | -1.7% | | [Industrial automation](https://airoboticsdirectory.com/category/industrial-automation/) | 10 | -1.0% | | [Service robots & autonomy](https://airoboticsdirectory.com/category/service-autonomy/) | 6 | -7.7% | | [AI chips](https://airoboticsdirectory.com/category/ai-chips/) | 11 | -2.3% | | [Compute & power](https://airoboticsdirectory.com/category/compute-power/) | 10 | +0.5% | | [Sensors & perception](https://airoboticsdirectory.com/category/sensors/) | 8 | +0.6% | ### 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) | |---|---|---|---| | [Vertiv](https://airoboticsdirectory.com/companies/vertiv/) | VRT | +19.6% | 232.50 USD (2026-10-30) | | [Tesla](https://airoboticsdirectory.com/companies/tesla/) | TSLA | +7.4% | 399.81 USD (2026-10-30) | | [GE Vernova](https://airoboticsdirectory.com/companies/ge-vernova/) | GEV | +5.3% | 857.87 USD (2026-10-30) | | [Teledyne Technologies](https://airoboticsdirectory.com/companies/teledyne-technologies/) | TDY | +5.2% | 658.23 USD (2026-10-30) | | [Novanta](https://airoboticsdirectory.com/companies/novanta/) | NOVT | +3.5% | 145.76 USD (2026-10-30) | | [Marvell Technology](https://airoboticsdirectory.com/companies/marvell-technology/) | MRVL | -14.1% | 196.40 USD (2026-10-30) | | [Teradyne](https://airoboticsdirectory.com/companies/teradyne/) | TER | -11.2% | 274.37 USD (2026-10-30) | | [Pony AI](https://airoboticsdirectory.com/companies/pony-ai/) | PONY | -9.7% | 4.64 USD (2026-10-30) | | [Aurora Innovation](https://airoboticsdirectory.com/companies/aurora-innovation/) | AUR | -9.4% | 4.36 USD (2026-10-30) | | [Mobileye](https://airoboticsdirectory.com/companies/mobileye/) | MBLY | -8.9% | 5.96 USD (2026-10-30) | Source: Yahoo Finance daily closes via yfinance. ## New SEC filings this week - 2026-11-02: **XPeng** filed [6-K](https://www.sec.gov/Archives/edgar/data/1810997/000119312526442604/d107106d6k.htm) (FORM 6-K) - 2026-11-02: **Marvell Technology** filed [8-K](https://www.sec.gov/Archives/edgar/data/1835632/000119312526442717/d352474d8k.htm) (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](https://www.sec.gov/Archives/edgar/data/1835632/000119312526442714/d81187d8k.htm) (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](https://www.sec.gov/Archives/edgar/data/97210/000119312526441091/ter-20260927.htm) (10-Q) - 2026-10-30: **Cameco** filed [6-K](https://www.sec.gov/Archives/edgar/data/1009001/000119312526439858/d106072d6k.htm) (6-K) - 2026-10-30: **Sony Group** filed [6-K](https://www.sec.gov/Archives/edgar/data/313838/000110465926120456/tm2628525d1_6k.htm) (FORM 6-K) - 2026-10-30: **Sony Group** filed [6-K](https://www.sec.gov/Archives/edgar/data/313838/000110465926120454/tm2628525d3_6k.htm) (FORM 6-K) - 2026-10-30: **Sony Group** filed [6-K](https://www.sec.gov/Archives/edgar/data/313838/000110465926120452/tm2628525d2_6k.htm) (FORM 6-K) - 2026-10-29: **Symbotic** filed [8-K](https://www.sec.gov/Archives/edgar/data/1837240/000119312526437874/d182210d8k.htm) (8-K; items 1.01 Entry into a material definitive agreement, 7.01 Regulation FD disclosure, 9.01 Financial statements and exhibits) - 2026-10-29: **WeRide** filed [6-K](https://www.sec.gov/Archives/edgar/data/1867729/000110465926119910/tm2628280d1_6k.htm) (FORM 6-K) - 2026-10-29: **Mobileye** filed [8-K/A](https://www.sec.gov/Archives/edgar/data/1910139/000110465926120225/0001104659-26-120225-index.htm) (8-K/A; items 5.02 Departure or appointment of directors or officers, 9.01 Financial statements and exhibits) - 2026-10-29: **Mobileye** filed [10-Q](https://www.sec.gov/Archives/edgar/data/1910139/000110465926120226/mbly-20260926x10q.htm) (10-Q) - 2026-10-29: **Mobileye** filed [8-K](https://www.sec.gov/Archives/edgar/data/1910139/000110465926119830/tm2628197d1_8k.htm) (8-K; items 2.02 Results of operations and financial condition, 9.01 Financial statements and exhibits) - 2026-10-28: **Teradyne** filed [8-K](https://www.sec.gov/Archives/edgar/data/97210/000119312526434981/ter-20261027.htm) (8-K; items 2.02 Results of operations and financial condition, 9.01 Financial statements and exhibits) - 2026-10-28: **Aurora Innovation** filed [10-Q](https://www.sec.gov/Archives/edgar/data/1828108/000182810826000094/aur-20260930.htm) (10-Q) - 2026-10-28: **Aurora Innovation** filed [8-K](https://www.sec.gov/Archives/edgar/data/1828108/000182810826000092/aur-20261028.htm) (8-K; items 2.02 Results of operations and financial condition, 9.01 Financial statements and exhibits) - 2026-10-28: **Vertiv** filed [10-Q](https://www.sec.gov/Archives/edgar/data/1674101/000162828026067893/vrt-20260930.htm) (10-Q) - 2026-10-28: **Vertiv** filed [8-K](https://www.sec.gov/Archives/edgar/data/1674101/000162828026067707/vrt-20261028.htm) (8-K; items 2.02 Results of operations and financial condition, 7.01 Regulation FD disclosure, 9.01 Financial statements and exhibits) - 2026-10-28: **GE Vernova** filed [10-Q](https://www.sec.gov/Archives/edgar/data/1996810/000199681026000163/gev-20260930.htm) (10-Q) - 2026-10-28: **GE Vernova** filed [8-K](https://www.sec.gov/Archives/edgar/data/1996810/000199681026000162/gev-20261028.htm) (8-K; items 2.02 Results of operations and financial condition, 9.01 Financial statements and exhibits) - 2026-10-27: **Broadcom** filed [8-K](https://www.sec.gov/Archives/edgar/data/1730168/000119312526434271/d148323d8k.htm) (8-K; items 2.03 Creation of a direct financial obligation) - 2026-10-27: **Vertiv** filed [8-K](https://www.sec.gov/Archives/edgar/data/1674101/000162828026067393/vrt-20261027.htm) (8-K; items 2.01 Completion of acquisition or disposition of assets, 7.01 Regulation FD disclosure, 9.01 Financial statements and exhibits) - 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) ### 8-K highlights - **Quarterly results (Item 2.02):** Aurora Innovation, GE Vernova, Teradyne and Vertiv (Oct 28), Mobileye (Oct 29), Marvell Technology (Nov 2). - **Material agreement (Item 1.01):** Symbotic (Oct 29), Marvell Technology (Nov 2). - **Acquisition or disposition of assets (Item 2.01):** Vertiv (Oct 27). - **New direct financial obligation (Item 2.03):** Broadcom (Oct 27). - **Director or officer changes (Item 5.02):** Mobileye (Oct 29, amended filing). - **Regulation FD disclosure (Item 7.01):** Vertiv (Oct 26, Oct 27 and Oct 28), Symbotic (Oct 29), Marvell Technology (Nov 2). ## ETF holdings changes - No changes in directory-company membership since 2026-10-26. - **BOTZ** (full holdings, as of 2026-10-30): Intuitive Surgical (9.9%), Keyence (8.6%), FANUC (8.6%), NVIDIA (7.8%), Cognex (2.6%), Tesla (2.4%), Aurora Innovation (2.0%), Yaskawa Electric (1.9%) - **AIQ** (full holdings, as of 2026-10-30): Tesla (3.6%), NVIDIA (2.9%), TSMC (2.8%), AMD (2.7%), Micron Technology (2.6%), Broadcom (2.4%), Qualcomm (1.5%), Marvell Technology (1.4%) - **ARKQ** (full holdings, as of 2026-11-02): Tesla (13.0%), NVIDIA (5.8%), Teradyne (3.7%), TSMC (2.9%), AMD (2.7%), Broadcom (2.3%), Intuitive Surgical (1.8%), Cameco (1.4%) - **ROBO** (top-10 only, as of 2026-11-02): 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 2026-11-02): 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 2026-11-02): AMD (9.3%), Micron Technology (7.9%), NVIDIA (7.4%), Broadcom (6.8%), Marvell Technology (4.5%) - **KOID** (top-10 only, as of 2026-11-02): Teradyne (2.4%), NVIDIA (2.3%), Keyence (2.2%) - **HUMN** (top-10 only, as of 2026-11-02): Tesla (5.8%), Harmonic Drive Systems (5.7%), UBTech Robotics (4.3%), NVIDIA (3.1%) - **GRID** (top-10 only, as of 2026-11-02): Eaton (8.6%) ## Themes in one line each - **[Physical AI & humanoids](https://airoboticsdirectory.com/themes/#physical-ai)**: 12 priced companies, median 1-week change -2.4%. - **[AI capex & the compute build-out](https://airoboticsdirectory.com/themes/#ai-capex)**: 17 priced companies, median 1-week change -1.5%. - **[Power & the grid as the bottleneck](https://airoboticsdirectory.com/themes/#power-grid)**: 8 priced companies, median 1-week change +1.9%. - **[Reshoring & factory automation](https://airoboticsdirectory.com/themes/#reshoring)**: 12 priced companies, median 1-week change -1.0%. - **[Autonomy: robotaxis, robotrucks & delivery](https://airoboticsdirectory.com/themes/#autonomy)**: 11 priced companies, median 1-week change -6.5%. - **[Sensing & machine perception](https://airoboticsdirectory.com/themes/#sensing)**: 11 priced companies, median 1-week change -3.0%. ## Editor's note _No editorial note this week._ --- *Data refreshed 2026-11-02T14:13:31Z. 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/2026-11-02/ 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.