Cognex (CGNX) — AI News & Analysis
Every AI Agent Update story mentioning Cognex (CGNX), with our bullish / bearish read on each.
$51.72Latest close · 2026-11-11
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J.P. Morgan: US humanoid robot production could hit 400,000 by 2030 — and 1.5 million by 2035
J.P. Morgan said on November 12 that US humanoid robot production will reach 300,000–400,000 units by 2030 and about 1.5 million by 2035 as the industry shifts from demonstrations to commercial deployment, with costs nearing parity with labour and multi-shift deployment saving about $100,000 a year per customer. But progress 'remains supply constrained,' with hands, actuators, the brain and production capacity as binding bottlenecks.