The article argues humanoid robots are coming soon, citing Morgan Stanley's estimate of as many as 1 billion on the planet by 2050, when the market could be worth as much as $7.5 trillion. It highlights three stocks tied to the theme. Mobileye Global (MBLY) announced early this year a $900 million acquisition of humanoid developer Mentee, with mass production and commercialization expected to begin in 2028. Qualcomm (QCOM) unveiled its Dragonwing IQ10 chipset for general-purpose robots in January, which humanoid developer Figure is already using. Tesla (TSLA) is developing the Optimus humanoid robot, which CEO Elon Musk believes could become its best-selling product.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Keywords
humanoid robotsTSLAsemiconductorstech stocks
Open a keyword to see other news on the same topic.
Related tickers and likely impact
NVDA
▲ Likely positiveNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/29/2026 | 213.72 |
| Change that session | -0.77% |
TSLA
▲ Likely positiveTesla, Inc.
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Automobile Manufacturers |
| Market cap | $1.5T |
| Close on 10/29/2026 | 403.29 |
| Change that session | -0.23% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Humanoid Robots Could Need 20 Times More Memory Chips by 2030
Counterpoint Research projects that DRAM demand from humanoid robots will rise about 20 times by 2030, from about 8,300 terabits in 2026 to about 172,000 terabits, while average DRAM per robot grows from 19 GB to 39 GB. Elon Musk responded with “silly analysis” on X, and the article notes that Tesla recently cut memory on its AI5 chip to 72GB and its AI6 chip to 144GB to reach volume for Optimus. The article says robotics is a long-term contribution for Micron (MU), which already reported $54.23 billion of revenue in a single quarter and forecast fiscal first-quarter 2027 revenue of $61.5 billion. Micron shares have fallen 16.49% over the past month, and the main risk is the memory cycle, as new clean rooms come online from late 2028.
- Tesla Will Make Millions of Optimus Robots. Texas Instruments Can Get Paid on Every One
Tesla has started producing its humanoid Optimus robots on high-volume lines in Fremont, while Texas Instruments (TXN) said its chip content per humanoid robot runs from $500 to $1,000, without naming Tesla or Optimus as a customer. Tesla disclosed no unit volumes; Musk estimated about a million units per line but said reaching 20,000 units a week would probably take at least a year. Using those figures, the article estimates TI's annual robot-related chip content at roughly $500 million to $1 billion if it won every socket, compared with $6.055 billion in revenue booked last quarter. The author argues TI's robotics case does not depend on Tesla, but it would weaken if timelines slip and industry volumes stay small for years.
- Elon Musk Says He'd Be 'Stunned' If Any Robot Rivals Optimus At Launch: Gene Munster Calls It A Tesla 'Call Option' With 'Massive Value'
Elon Musk said some humanoid robot demos rely on pre-programmed tasks, and Tesla aims to release footage of Optimus working without a script in a month or two, ahead of first deliveries to other companies late next year. First customers are likely industrial firms, and reaching 20,000 units a week at the Fremont line will take “at least a year, maybe a little longer,” while Musk said he would be “stunned” if any rival has a robot “remotely competitive with Optimus” when deliveries begin. Gene Munster of Deepwater Asset Management said most investors still see Optimus as “optionality,” a “call option that has massive value,” and Tesla has reportedly placed a first large-scale component order for about 5,000 Optimus units, which it has not confirmed. Third-quarter revenue was $28.05 billion, flat year over year and above the $27.88 billion consensus, with adjusted EPS of 48 cents versus 43 cents expected. Automotive revenue fell 3% to $20.56 billion.
- YYForce Applauds Tesla and Elon Musk on Commencing Manufacturing of Optimus Humanoid Robots
YYForce Inc. (NASDAQ: YFOR) congratulated Tesla and Elon Musk after Tesla said production of its Optimus humanoid robot has begun in Fremont, California, a phase Tesla describes as early ramp. YYForce plans to deploy its first humanoid robot at Novotel Singapore on Stevens in early November 2026 to evaluate hospitality applications, with the scope depending on technical readiness and initial results. The company stresses that this is a separate initiative: the release announces no partnership or endorsement involving Tesla, and the robot to be deployed is not a Tesla Optimus.
- Musk: Optimus will be 'the biggest product on earth,' but ramp-up will take a year
Elon Musk said on Tesla's Q3 earnings call that Optimus has entered early production on the high-volume line in Fremont, but reaching an annualized rate of 20,000 units per week will take at least a year, maybe longer. He described the ramp as an S-curve with a slow, bumpy start because about 10,000 items must all go right, and parts of the design are still changing. Tesla needs to make the robot safe, reliable and durable enough that it does not wear out after a month, and the AI still needs work for open-ended tasks. Musk expects these issues to be solved around the end of next year, when Optimus would start being delivered to companies outside Tesla. He reiterated that Optimus, and humanoid robots in general, will be 'the biggest product on Earth.'
- Tesla stars Optimus robot production in California as profit falls 43%
Tesla has started producing its Optimus humanoid robot at its Fremont, California factory, in space once used for electric vehicles, the company announced Wednesday. CEO Elon Musk called this "early production" with a slow, somewhat bumpy ramp and still design and AI work to do, but said Tesla will be able to make 20,000 robots per week by the end of 2027. Third-quarter revenue was essentially flat at $28.04 billion versus $28.09 billion a year earlier, while spending on Optimus, AI and autonomous driving surged, driving a 43% drop in profit. Energy revenue fell 16% to $2.8 billion, while services grew 33% to $4.6 billion with a record $734 million in gross profit.
Related markets
Latest news
- Tightening Resale of Social Housing After 5 Years: What Happens to Buyers' Rights?
The draft amended Housing Law proposes allowing social housing (NƠXH) to be resold only after 5 years and only to eligible buyers, instead of being transferred under the current market mechanism. Many opinions say a clear transitional mechanism is needed to protect those who bought under the old rules. A resident of the Đại Kim social housing project in Hà Nội said current listings are around 60-65 million VND/m², 4-5 times the original price of over 14 million VND/m², and worried that narrowing buyer eligibility and capping prices would hurt existing owners' rights. Lawyer Hoàng Hà (Ho Chi Minh City Bar Association) said the policy must clarify who can buy resold units, set transparent and objective pricing rules, and adopt transitional provisions based on when the buyer's rights were established. He argued that buyers who signed valid contracts before the new law takes effect should keep resale rights under the old rules, even if they have not held the home for 5 years or do not yet wish to sell.
- VPBankS Plans to Offer VND 6,000 Billion in Bonds
VPBankS (ticker VPX, HoSE) has approved a public offering of 60 million bonds, code VPXPO2627001, with a maximum value of VND 6,000 billion. The bonds are non-convertible, carry no warrants and no collateral, and all proceeds will supplement margin lending. The bonds have a 12-month term and a fixed 9.5% annual coupon paid every six months, with the offering expected from Q4/2026 to Q1/2027. Individual investors can buy at least 10 bonds (VND 1 million), and institutional investors at least 50,000 bonds (VND 5 billion). Separately, the company is collecting written shareholder opinions until 16:00 on 02/11/2026 on a plan to issue 843.75 million bonus shares at a 100:45 ratio, which would raise charter capital from VND 18,750 billion to VND 27,187.5 billion if completed.
- What SPS Commerce (SPSC) Said on Its Q3 Earnings Call
SPS Commerce (SPSC) reported third-quarter revenue of $197.6 million, up 4%, while adjusted EBITDA rose 17% to $70.9 million, a 36% margin above its long-term target. Amazon policy changes and the June 30 divestiture of the Revenue Recovery business reduced reported revenue growth by 500 basis points, prompting management to lower its outlook, though underlying growth remains in the high-single-digit range. The company highlighted rising adoption of its AI-powered MAX tools and expects advanced agent capabilities to become monetizable in 2027. It also repurchased $48.8 million of shares during the quarter.
- Grab Holdings And 2 Top Penny Stocks To Watch
The article notes that AI hardware spending is absorbing cash at large firms such as Amazon and Intel, while smaller companies face tougher funding as borrowing costs stay high, and profiles three low-priced stocks. Grab Holdings (market cap US$11.24 billion) runs a Southeast Asian superapp with deliveries revenue of about US$1.99 billion, mobility revenue of US$1.31 billion and financial services revenue of US$430 million; the article cites an expectation that its financial services unit will break even in the second half of 2026, though its expanding lending carries credit risk. Aurora Innovation (market cap US$10.28 billion) develops the Aurora Driver for autonomous trucks and ride-hail vehicles, and is operating driverless trucks in daily commercial freight with more than 500,000 commercial miles. SoundHound AI (market cap US$2.0 billion, revenue of about US$203 million) provides voice and conversational AI tools to enterprises. The article highlights risks around funding costs, execution and competition for each company.
- Thanh Duc Holding raises VND1,200 billion from bond market at 12.5% interest rate
Thành Đức Holding successfully issued 12,000 HTDL12601 bonds, each with a par value of 100 million VND, for a total of 1,200 billion VND on October 26, 2026. The 36-month bond issue is expected to mature on October 26, 2029, with an issue interest rate of 12.5% per year according to HNX. Information about bondholders, collateral, and the purpose of the issuance has not been disclosed. The company was established in November 2014 with charter capital of 6 billion VND; by October 2025, charter capital had reached 1,399 billion VND. Mr. Trần Trung Hiếu is currently the Director. Previously, the company mortgaged movable assets and asset rights of the Hyatt Regency Sapa Hotel Project to BIDV Thành Công (August 2024) and of the Cầu Rào urban area integrated school project (August 2025). The article also links Ms. Đoàn Thị Tơ, a founding shareholder who held 90% of the initial capital, with T&D Group Joint Stock Company, where she serves as Chairwoman of the Board of Directors.
- Sabeco to pay over VND3,800 billion in dividend advance as Q3 2026 profit declines
Sabeco plans to pay a 2026 interim cash dividend at a rate of 30% (3,000 VND per share), totaling nearly 3,848 billion VND from undistributed after-tax profit. The final registration date is December 29, 2026, and payment is scheduled for February 2, 2027. Vietnam Beverage Company Limited holds 53.59% of the capital and is expected to receive nearly 2,062 billion VND, while SCIC holds 36% and is set to receive over 1,385 billion VND. In Q3 2026, net revenue exceeded 6,684 billion VND (up 3.8%) and gross profit rose 6.7%, but net profit of nearly 1,272 billion VND fell 9.4%. For the first nine months, net revenue exceeded 20,029 billion VND (up 5.1%), after-tax profit reached nearly 3,761 billion VND (up 8.9%), equal to 69.2% of the annual revenue plan and 76.2% of the annual profit plan. Operating cash flow for the nine months was nearly 4,124 billion VND (up 23.1%). As of September 30, 2026, total assets decreased 8.2% to over 29,922 billion VND, and total liabilities fell 24.6% to over 7,238 billion VND.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.