2026 Watchlist: Humanoid Robot & Critical Mineral Stocks You Need to Know
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.
Technology Giants & Robot Developers (The Brains)
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. |
Component & Sensor Companies (The Muscles)
Without the right components, robots cannot move smoothly. These companies build the "joints" and "senses" of robots.
- Harmonic Drive Systems (HNDYF): A Japanese company specialising in precision gears for robot joints to enable smooth movement.
- Keyence Corp (KYNYF): A champion in sensor manufacturing and machine vision systems so robots can "see" their surroundings.
- Rockwell Automation (ROK): Focused on industrial automation that will integrate humanoids into existing factory systems.
Critical Mineral Sector (The Fuel)
Robots require high-capacity batteries and powerful magnets. This is where mineral companies play their role.
- Albemarle Corp (ALB): The world''s leading Lithium producer for long-lasting robot batteries.
- MP Materials Corp (MP): The largest rare earth company in the US. These minerals are essential for the electric motors that power robot movement.
- Lynas Rare Earths (LYSDY): Highly relevant for local investors as they have major operations in Malaysia (Pahang).
The "Lazy Way" Strategy for Beginner Investors
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.
- Global X Robotics & Artificial Intelligence ETF (BOTZ)
- ARK Autonomous Tech. & Robotics ETF (ARKQ)
- iShares Robotics and Artificial Intelligence Multisector ETF (IRBO)
Where Are Humanoid Robot Stocks Listed? Here Are Their Stock Exchange Locations
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:
Stock Exchange Location Table (Companies & ETFs)
| 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 |
How Malaysian Investors Can Start Buying
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:
- Moomoo Malaysia & Webull Malaysia: Among the most popular currently. They are licensed by the Securities Commission (SC) Malaysia. You can buy US stocks (NASDAQ/NYSE) directly using Ringgit that is converted within the app.
- Rakuten Trade: Very beginner-friendly. You can buy stocks in the US and Hong Kong markets at reasonable costs.
- M+ Global (Malacca Securities): Provides access to US and Hong Kong markets with a very user-friendly interface. Come, open a CDS account with us and we will guide you on how to trade US stocks: Start Your Stock Investment Journey Today
- Local Investment Banks (Maybank IB / RHB / Public Bank): Most banks offer "Global Trading" accounts, though brokerage fees are typically slightly higher compared to digital brokers.
How to Top Up Your Mplus Global Account
Important Notes and Disclaimer
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:
- High Volatility: Stock prices can rise and fall dramatically.
- Long-Term Horizon: This is not a get-rich-quick scheme; it is an investment for the next 5 to 10 years.
- Do Your Research: Ensure you conduct further research or consult a licensed financial adviser before committing your capital.
Frequently Asked Questions (FAQ)
Which humanoid robot stocks should you watch in 2026?
Key stocks to watch include Tesla (TSLA) with the Optimus robot, NVIDIA (NVDA) as an AI chip supplier, and Teradyne (TER) in industrial automation.
What critical minerals are needed for humanoid robots?
Humanoid robots require minerals such as lithium, cobalt, neodymium and other rare earth materials for their motors, batteries and electrical components.
Can Malaysian investors invest in humanoid robot stocks?
Yes, Malaysian investors can invest in humanoid robot stocks through CDS accounts that support international stock trading or through robotics-related ETFs.
Is investing in humanoid robot stocks high risk?
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.
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