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U.S. Weighs Robotics Executive Order for 2026 as Agencies Mobilize, Stocks Surge

Officials call robotics central to bringing critical production back to the U.S., with specifics still unannounced.

Overview

  • Politico reported that the administration is considering an executive order next year to accelerate domestic robotics, following Commerce Secretary Howard Lutnick’s meetings with industry CEOs.
  • The Commerce Department said robotics and advanced manufacturing are central to restoring critical production in the United States.
  • The Department of Transportation is preparing a federal robotics working group that could launch before year-end, according to reporting.
  • Robotics-linked shares rallied on the reports, with iRobot jumping about 74% on Wednesday in a short-squeeze move and Tesla gaining roughly 4% on Thursday, while Serve and Richtech also advanced.
  • A Republican bid to create a national robotics commission in the NDAA did not make the final bill, though additional legislative efforts are reportedly being explored.