Move Over, BigDog. Humanoid Robots Are Finally Here. How to Invest.

June 27, 2025

By Jack Hough – Barron’s

Humanoid robots are hot, apparently. A China stock index of companies involved with their development is beating the world market by 16 points this year. A new report from UBS says the world will have 300 million humanoids by 2050. An earlier one from Morgan Stanley puts the number at a billion, and the size of the market by then at $5 trillion—twice what the top 20 car makers bring in today.

There are loads of stock picks, for those so inclined.

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Move Over, BigDog. Humanoid Robots Are Finally Here. How to Invest.

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