PRESIDENT TRUMP WEIGHING A ROBOTICS EXECUTIVE ORDER FOR 2026
Commerce Secretary Lutnick has been meeting with robotics CEOs & is pushing to accelerate the industry with the administration now evaluating a formal robotics order for next year.
How robotics is quietly getting built out across the economy:
1. $Palantir Technologies Inc.(PLTR)$ & $UiPath(PATH)$ are the traffic controllers for the whole fleet while $NVIDIA(NVDA)$ , $Broadcom(AVGO)$ & $Qualcomm(QCOM)$ are the engines & nervous system that let the robots sense and act.
2. $AeroVironment(AVAV)$ , $Ondas Holdings Inc.(ONDS)$ , $Red Cat Holdings Inc.(RCAT)$ & $Unusual Machines Inc(UMAC)$ are building the UAV drone fleets that feed into the autonomous defense networks run by $Lockheed Martin(LMT)$ , $RTX Corp(RTX)$ & $General Dynamics Corp(GD)$
3. $Tesla Motors(TSLA)$ , $Honeywell(HON)$ & $Teradyne(TER)$ drive industrial robots that automate assembly lines & heavy-duty manufacturing.
4. $Alphabet(GOOG)$ , $Amazon.com(AMZN)$ & $Microsoft(MSFT)$ supply the AI data layer that connects every machine, while $Rockwell Automation(ROK)$ provide the controls, scanners & mobile robots that keep factory lines/warehouses moving.
5. $Mobileye Global Inc.(MBLY)$ , $AEye, Inc.(LIDR)$ & $Innoviz Technologies Ltd.(INVZ)$ supply the perception stack that lets robots see & navigate the world.
6. $Intuitive Surgical(ISRG)$ , $PROCEPT BioRobotics(PRCT)$ $Champion Homes(SKY)$ & $Medtronic PLC(MDT)$ bring surgical robotics that are reshaping operating rooms.
7. $Richtech Robotics(RR)$ , $Oceaneering(OII)$ , & $Faro(FARO)$ push robotics into underwater, field & customer-facing service roles.
8. $Amazon.com(AMZN)$ deploys hundreds of thousands of warehouse robots to move & pick goods, while $Symbotic Inc.(SYM)$ & $Serve Robotics Inc.(SERV)$ build the autonomous mobile robots that power fulfillment & last-mile retail logistics.
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