Robotics stocks, including Tesla (TSLA), Serve Robotics (SERV), Richtech Robotics (RR), and iRobot (IRBT), rallied 2%, 8%, 6%, and 30%, respectively, on Wednesday. The gains followed a Politico report that the Trump administration is preparing a major initiative to accelerate the U.S. robotics industry. This helped boost optimism that automation and robotics investments could benefit from federal support.
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The potential government support adds to an already growing interest in the robotics sector thanks to AI, lower costs, and rising demand for automation.
U.S. Pushes Robotics to Revive Domestic Manufacturing
According to reports, Commerce Secretary Howard Lutnick has been meeting with robotics industry CEOs and is committed to accelerating the robotics sector’s growth to bring manufacturing back to the U.S.
The administration is considering an executive order on robotics in 2026, building on its earlier push to advance AI.
The Commerce Department confirmed its stance, stating, “We are committed to robotics and advanced manufacturing because they are central to bringing critical production back to the United States.”
Meanwhile, the Department of Transportation is preparing to announce a robotics working group, and Congress has debated creating a national robotics commission, signaling bipartisan interest in the sector’s expansion.
Which Robotics Stock Is Best to Buy Now?
We use the TipRanks Stock Comparison tool to see how Wall Street analysts are rating Tesla, Serve, and Richtech, and which robotics company they believe has the strongest upside.


