Robotics Stocks Rally, China Humanoid Forecast Doubles | Jul 3, 2026
This week on The Robot Investor: Morgan Stanley nearly doubles its 2026 China humanoid robot shipment forecast to 50,000 units — up from 28,000 — citing a roughly $1 billion order from state utility State Grid, Xpeng's plan to mass-produce its Iron humanoid by year end, and strong Beijing policy support. Agility Robotics' still-pending SPAC merger with Churchill Capital Corp XI continues to ripple through supply-chain stocks, with Vishay Precision Group up 269% year-to-date and Ouster up roughly 150%, while Teradyne hit an all-time high on June 25th. China's UBTECH launched its…
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