Elon Musk Says Optimus Will Be a $10 Trillion Business. Here Are 2 Industrial Stocks That Could Actually Cash In

The article argues that Tesla’s Optimus humanoid robot may be a long-term catalyst, but investors don’t need to own TSLA to benefit from robotics adoption. It highlights industrial automation suppliers as “pick-and-shovel” plays likely to gain if factories, warehouses, and distribution centers deploy more robots. Rockwell Automation is positioned as a key enabler through PLCs, industrial software, motion control, sensors, and factory automation systems, while Teradyne is cited for its collaborative robots and mobile industrial robots business. Both companies are framed as beneficiaries of broader AI-driven manufacturing and automation spending, regardless of which robot maker ultimately wins. The market takeaway is a positive structural view on robotics infrastructure and automation exposure, with lower execution risk than betting directly on humanoid robot commercialization.