2026 Watchlist: Humanoid Robot & Critical Mineral Stocks You Need to Know

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Already understand the potential of the RM880 billion humanoid robot market? Now it is time for us to dissect the Humanoid Robot Stocks 2026 and identify which companies are actually involved.
You can refer to our previous post here: Robots Are No Longer Science Fiction: Here Is How to Invest in the Humanoid Robot Market
To make things easier for you, here are three main categories: Robot Developers, Component Manufacturers, and Raw Material Suppliers.
These companies are the key players building the "body" and "brain" (AI) for humanoid robots.
| Company Name | Stock Symbol (Ticker) | Why Should You Pay Attention? |
| Tesla Inc. | TSLA | Developing the Optimus robot using the same AI technology as their self-driving cars. |
| NVIDIA Corp. | NVDA | Supplier of AI chips (Jetson Thor) that serve as the "brain" for most humanoid robots worldwide. |
| Teradyne, Inc. | TER | Specialists in industrial automation and collaborative robots (cobots). |
| SoftBank Group | SFTBY | Major investor in various global robotics companies, including acquisitions of advanced technology. |

Without the right components, robots cannot move smoothly. These companies build the "joints" and "senses" of robots.

Robots require high-capacity batteries and powerful magnets. This is where mineral companies play their role.

If you feel overwhelmed choosing individual stocks, there is an easier way: ETF (Exchange Traded Funds). By purchasing one unit of an ETF, you are effectively investing in dozens of robotics companies simultaneously.
Now that you know which companies are strong, the next question beginners often ask is: "Where do I buy these stocks?" Most of the robotics and critical mineral companies we discussed earlier are listed on overseas stock exchanges, particularly in the United States and Japan. Let us look at the list of their "market" locations:
| Company / ETF Name | Symbol (Ticker) | Stock Exchange | Country |
| Tesla | TSLA | NASDAQ | United States |
| NVIDIA | NVDA | NASDAQ | United States |
| Teradyne | TER | NASDAQ | United States |
| Rockwell Automation | ROK | NYSE (New York Stock Exchange) | United States |
| Albemarle (Lithium) | ALB | NYSE | United States |
| MP Materials | MP | NYSE | United States |
| Keyence Corp | 6861 | Tokyo Stock Exchange | Japan |
| SoftBank Group | 9984 | Tokyo Stock Exchange | Japan |
| Lynas Rare Earths | LYC | ASX (Australian Securities Exchange) | Australia |
| Global X Robotics ETF | BOTZ | NASDAQ | United States |
| ARK Autonomous ETF | ARKQ | Cboe BZX | United States |

You might think it is difficult to buy stocks in New York or Tokyo from Malaysia. In reality, it is now very easy! You do not need to fly there — a smartphone is all you need.
Here are some popular platforms (brokers) in Malaysia for accessing global markets:

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Once again, please be advised that this article is purely for informational sharing and is not investment advice. You should seek guidance from a licensed Remisier or Financial Adviser before making any investment.
The world of technology moves rapidly. Although Barclays'' analysis appears very positive, investing in new technology carries its risks:
Key stocks to watch include Tesla (TSLA) with the Optimus robot, NVIDIA (NVDA) as an AI chip supplier, and Teradyne (TER) in industrial automation.
Humanoid robots require minerals such as lithium, cobalt, neodymium and other rare earth materials for their motors, batteries and electrical components.
Yes, Malaysian investors can invest in humanoid robot stocks through CDS accounts that support international stock trading or through robotics-related ETFs.
Yes, this investment carries high risk as the market is still nascent. Investors should conduct further research and consult a licensed financial adviser before investing.
Before investing in humanoid robot and mineral stocks, make sure you have a solid investment foundation.
Open your CDS account via Register Mplus CDS Account to start investing in stocks on Bursa Malaysia and global markets.
New to learning about stocks? Download the Free Stock Basics Ebook to understand the fundamentals of stock investing before you begin.
Further reading: