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Industry
Best humanoid robot stocks for 2026: where is the real money made?
Rising expectations for growth in the humanoid robot market have not clarified which robotics companies and exchange-traded funds are investable, the report said. Even ETFs marketed on the same humanoid theme differ widely in holdings and strategy, raising questions about what part of the robot industry investors actually own. The article compares firms directly selling humanoid robots with component suppliers, automation companies and broad supply-chain ETFs, and outlines risks including profitability, commercialization and policy factors.
Finance
SpaceX IPO seen as potential catalyst for AI listings, broader Wall Street sentiment
Jim Cramer said the successful stock market debut of SpaceX could encourage new listings by artificial intelligence-related companies and help lift investor sentiment across Wall Street. He reviewed this week’s key events, including U.S. economic data, a Federal Reserve meeting and a Nasdaq 100 index rebalancing, saying they could raise short-term volatility while strengthening risk appetite over the medium to long term. He also cited possible geopolitical risk easing as an additional factor.
Industry
Nvidia to build orbital data centres based on physical AI
Nvidia will unveil at GTC 2026 a Physical AI full-stack strategy spanning industrial automation, autonomous driving, edge computing and space. It introduced a Physical AI Data Factory Blueprint built on the Cosmos world model and Osmo orchestrator to link data generation, simulation, evaluation and deployment. Microsoft Azure and Nebius are first cloud adopters. Nvidia also announced robotics and autonomous driving software updates and a space-optimised Vera Rubin Space Module aimed at real-time orbital operations.