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.
$PLTR &
$PATH are the traffic controllers for the whole fleet while
$NVDA,
$AVGO &
$QCOM are the engines & nervous system that let the robots sense and act.
2.
$AVAV,
$ONDS,
$RCAT &
$UMAC are building the UAV drone fleets that feed into the autonomous defense networks run by
$LMT,
$RTX &
$GD
3.
$TSLA,
$HON &
$TER drive industrial robots that automate assembly lines & heavy-duty manufacturing.
4.
$GOOGL,
$AMZN &
$MSFT supply the AI data layer that connects every machine, while
$ROK &
$ZBRA provide the controls, scanners & mobile robots that keep factory lines/warehouses moving.
5.
$MBLY,
$LIDR,
$LAZR &
$INVZ supply the perception stack that lets robots see & navigate the world.
6.
$ISRG,
$PRCT,
$SYK &
$MDT bring surgical robotics that are reshaping operating rooms.
7.
$RR,
$OII, &
$FARO push robotics into underwater, field & customer-facing service roles.
8.
$AMZN deploys hundreds of thousands of warehouse robots to move & pick goods, while
$SYM &
$SERV build the autonomous mobile robots that power fulfillment & last-mile retail logistics.