The Robot Investor

Agility Robotics just announced it's going public via a $2.5 billion SPAC merger with Churchill Capital Corp XI — and when it lists as AGLT, it will become the first US publicly listed pure-play humanoid robotics company with proven commercial deployments. That's a first for the whole sector. Digit, Agility's two-legged humanoid robot, has already accumulated more than 65,000 operating...

ABB Ltd (OTC: ABBNY) is one of the world's largest industrial robot makers — but it just sold its entire Robotics division to SoftBank for $5.4 billion. The day after ABB debuted its brand-new Physical AI Toolchain at Automate 2026 in Chicago, Elena and Theo dig into what ABB actually is, why the SoftBank deal scrambles the "robotics stock" thesis for casual investors, and what you're really buyin...

This week on The Robot Investor, analyst Elena Vance and curious investor Theo Brooks unpack the robotics-investing news that actually matters for casual investors. China's UBTech (Hong Kong: 9880) draws nearly 4,000 pre-orders and over 10 million yuan in deposits in ten days for its U1 "hyper-bionic" companion humanoid, set to debut June 30 — and we explain why a deposit is not a sa...

Serve Robotics (NASDAQ: SERV) is the company behind those knee-high white robots rolling down the sidewalk with your dinner inside. Spun out of Uber in 2021, Serve designs both the hardware and the self-driving software, plugs into Uber Eats and DoorDash, and in 2026 expanded indoors by acquiring Diligent Robotics and its hospital robot, Moxi. It's one of the only pure-play "physical AI" stocks a...

Intuitive Surgical (NASDAQ: ISRG) makes the da Vinci surgical robot — a tool that lets a human surgeon operate through tiny keyhole incisions from a nearby console, with more precision and faster patient recovery. Unlike most robotics names we cover, Intuitive is mature, dominant, and deeply profitable: over 11,000 da Vinci systems installed worldwide, 23% revenue growth last quarter, and about 86...

Symbotic (NASDAQ: SYM) is one of the rare robotics names where the robots are unquestionably real and already working at scale — inside Walmart's distribution centers. In this deep dive, analyst Elena Vance and curious investor Theo Brooks unpack a puzzle: the company just posted record revenue (about $676M last quarter, up ~23% year over year), its first-ever GAAP profit, faster system deployment...

Figure AI is the most-hyped humanoid robot startup in America — and the single most important fact for a casual investor is that you can't buy it. It's private. This episode unpacks why, and what it teaches you about chasing the hottest story in a sector. Elena and Theo break down what Figure actually does (humanoid robots that fit a world built for humans, powered by an in-house vision-language-a...

The Robot Investor's first weekly news roundup, breaking down robotics and humanoid-robot investing for everyday investors — June 8, 2026. This week: Nvidia's blitz at GTC Taipei and Computex (June 1–5), including the new Isaac GR00T Reference Humanoid Robot — an open, off-the-shelf design built on a Unitree H2 body, Sharpa hands and Nvidia's Jetson Thor brain — and why the "picks...

Unitree Robotics just had the kind of week most companies dream of: on June 1, 2026 it cleared the Shanghai Stock Exchange's listing committee to become the first "embodied AI" company approved for China's A-share market, and on the same day NVIDIA named Unitree's H2 Plus body the hardware foundation for its open GR00T reference humanoid sold to researchers at Stanford, ETH Z...