CES Conference Highlights Robotics - Investors Asking Where the AI is Going and Now We Have an Answer

The CES conference this year was dominated by advancements in robotics and AI. The following are updates from CES about some of our most closely followed companies.

• Aeva Technologies (AEVA): Aeva unveils first wide-view 4D LiDAR sensor for physical AI applications

• Amprius Technologies (AMPX): CES Recognizes Amprius with an Innovation Award

• Doosan Robotics (454910 KS): Doosan Robotics Unveils Award-Winning AI Robot Solution, as the Beginning of a New Path at CES 2026

• Kodiak AI (KDK): Kodiak to Scale Autonomous Trucking Hardware and Sensor Solution in Strategic Agreement with Bosch

• Richtech Robotics (RR): Richtech Robotics Debuts Mobile Humanoid Robot Dex at CES 2026

• Serve Robotics (SERV): Decoding NVIDIA CEO Jensen Huang’s Strategic Endorsement of Serve Robotics

• SoundHound Ai (SOUN): SoundHound AI Unveils Agentic Voice Commerce for Vehicles and TVs, With AI Agents that Order Food, Make Dinner Reservations, Pay for Parking, and Book Tickets On the Go

• Synopsys (SNPS): Synopsys Showcases Vision For AI-Driven, Software-Defined Automotive Engineering at CES 2026

Shares of AeroVironment Inc traded up ~16% on Monday as part of a broad-based rally in defense stocks following US intervention in Venezuela over the previous weekend and President Trump’s announcement of a 50% increase in the defense budget for fiscal year 2027.¹ AeroVironment is a leader in small and medium military unmanned aerial systems, with expanding capabilities in counter-UAS and space-based solutions following its BlueHalo acquisition.

Kratos Defense & Security Solutions Inc. (KTOS) are also up significantly to start the year. (Shift in Modern Warfare Turns Defense Firms Into Growth Stocks).