AI and Robotics Are a Battleground for U.S. and China. This Is the Best Bet.

Convertible bonds boosted by AI craze, Meta faces landmark trial, why streaming matters, and more news to start your day.

Barrons • Aug 19, 2026

Humanoids Market Worth $200BN By 2035: Barclays' Todorova

The market for AI-powered robots and autonomous machines has the potential to balloon into a trillion-dollar opportunity by 2035 in the 'decade of the robot', according to Barclays analyst Zornitsa Todorova. AI-enabled robotics mark a frontier moment in the technology and present a new set of investment opportunities in a world of labor shortages and changing worker preferences.

Bloomberg Technology • Aug 17, 2026

The Latest Robotics IPO is 8000X Oversubscribed. These ETFs Could Take Off if Humanoid Robotics Are The Next Big Thing.

Chinese humanoid robotics maker Unitree filed for its IPO, joining an historic pipeline of new issues.

24/7 Wall Street • Aug 12, 2026

KOID: Holding An AI CapEx Fund Sold As Humanoid Robotics

The KraneShares Global Humanoid Robotics and Physical AI Index ETF is rated a hold due to valuation and thematic misalignment. KOID's portfolio is dominated by industrial components and automation suppliers, not direct humanoid robotics exposure as the label suggests. At 42.4x earnings, KOID trades at a significant premium to the S&P 500, with current pricing reflecting a thematic future not yet materializing.

Seeking Alpha • Aug 10, 2026

Robotics ETFs Will Dominate the 2030s. This 1 ETF Is Trading at a Discount

If you think AI will remain limited to white-collar spaces only, you may be making an even bigger mistake than white-collar workers did when they thought factory floors would be automated first.

24/7 Wall Street • Jul 17, 2026

KOID SHOP Opens New York's First Physical Storefront for Humanoid Robots

SoHo storefront opens to the public Friday, June 26th, through Sunday, June 28th, from 10:00 am to 7:00 pm daily at 188 Lafayette Street, where visitors can interact with and pre-order humanoid robots. SoHo storefront opens to the public Friday, June 26th, through Sunday, June 28th, from 10:00 am to 7:00 pm daily at 188 Lafayette Street, where visitors can interact with and pre-order humanoid robots.

GlobeNewsWire • Jun 24, 2026

Are Humanoid Robots the Next Trillion-Dollar AI Theme? ETFs in Focus

As the focus shifts from digital intelligence to physical intelligence, physical AI may be the next multi-trillion-dollar opportunity. These ETFs offer a way in.

Zacks Investment Research • Jun 4, 2026

Tap into the humanoid robotics boom with this ETF

Humanoid robots and physical AI may be the next major tech investment theme as investors look beyond the artificial intelligence boom for new opportunities.

Fox Business • Jun 3, 2026

KOID: The 'ChatGPT Moment' In Humanoid Robotics

KraneShares Global Humanoid and Embodied Intelligence Index ETF offers targeted exposure to the accelerating humanoid robotics and embodied AI sector. KOID has delivered strong performance, up 55% since my initial BUY, but is currently technically overbought amid the AI/semiconductor mania. Risks include sector overvaluation, strategic metals constraints, and unproven market adoption for humanoid robotics.

Seeking Alpha • May 22, 2026

3 Straightforward ETF Plays to Build AI Exposure Into a Portfolio

Exceptional Q4 earnings and an impressive end to 2025 for tech leader NVIDIA Corp. NASDAQ: NVDA may indicate that the AI phenomenon isn't slowing down any time soon. Despite fears of a bubble, the AI industry is continuing its rapid expansion to a degree that makes it difficult for just about any sector or industry to ignore.

MarketBeat • Mar 2, 2026