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This is not investment advice. The author has no position in any of the stocks mentioned. Wccftech.com has a disclosure and ethics policy.
Morgan Stanley claims that its list of humanoid robot stocks has outperformed the broader market. The bank started hyping humanoid robots last year, as it joined Tesla’s Elon Musk to claim that these robots would usher in a new industrial revolution and generate trillions of dollars in value. In a report issued today, the bank shared that its list of 100 humanoid robot stocks has gained 11% since being formulated, outpacing major stock indexes including the S&P 500, which has only gained 3.5% over the same period.
Gaming, Semiconductor & Rare Earth Firms Lead Morgan Stanley’s Humanoid Stocks in Gains
Back in 2023, Morgan Stanley initially released a list of 66 humanoid robot stocks and divided them into three categories: humanoid enablers and beneficiaries. Enablers refer to companies directly involved in the production and raw material sales for humanoid robots, while beneficiaries are those who would benefit from integrating these robots into their operations.
Morgan Stanley launched a Humanoid 100 list in February, and today’s report claims that these stocks have delivered an impressive 11.1% return since then, outperforming major indexes including the S&P 500, which has gained 3.5%. The S&P experienced a 12% selloff in April after President Trump announced his Liberation Day tariffs but has since recovered, gaining 27% from its April low.
Within this list, stocks that have benefited from broader market trends unrelated to humanoid robots have also prospered. These include semiconductor, rare earth materials, and gaming stocks, according to Morgan Stanley.
Rare earth stocks of American companies have performed particularly well in 2025 due to trade tensions between the U.S. and China, where China leveraged its rare earth supply chain during negotiations. According to Morgan Stanley, MP Materials was the top-performing stock on its humanoid robot list, having gained 145% since the list was made.
AI giant NVIDIA is another stock linked to humanoid robots, with shares gaining 32% since February 6th. NVIDIA’s performance has benefited from investor expectations of AI spending lasting deep into the decade and a lesser-than-expected impact from restrictions on its AI GPU sales to China. Taiwan’s TSMC is also a semiconductor stock that will benefit from humanoids, with shares gaining 13% since Morgan Stanley made the list.
Other rare earth stocks have performed well as well, according to the bank. However, Chinese industrial companies and others like California-based video equipment provider Harmonic did not fare so well. Harmonic’s shares have lost 30% year-to-date primarily due to weak earnings guidance in February.
A gaming stock part of the list which delivered strong returns is Unity Software. Year-to-date, the shares have gained 34%, supported by positive analyst attention and strong video game engine and advertising performance. For instance, Jefferies raised the share price target to $35 from $29 earlier this month and maintained a Buy rating on the shares.
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According to Morgan Stanley's report, how much has the bank's list of humanoid robot stocks outperformed the S&P 500 over a specific period?
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