This week on The Robot Investor, we cover four major developments in robotics investing. Hyundai Motor Group moves to acquire SoftBank's remaining 9.65% stake in Boston Dynamics for $325 million — a direct step toward a Nasdaq IPO analysts now value between $21 billion and $28 billion, potentially as early as 2027. U.S. Commerce Secretary Howard Lutnick held a private meeting with executives from SpaceX, Goldman Sachs, Siemens, and Boston Dynamics, warning that subsidized Chinese robotics imports represent "the arms race that is coming" and signaling possible restrictions beyond existing tariffs — with implications for the entire sector. MP Materials (NYSE: MP) reported its first-ever commercial magnet revenue in Q1 2026 ($21.1M, $9.6M adjusted EBITDA) while rare-earth pricing showed a critical divergence: NdPr oxide corrected 21% in May, but dysprosium and terbium — the heavy rare earths inside high-performance robotics magnets — were up over 100% year-to-date. We explain what that means for the MOFCOM November 10th supply deadline every robotics investor should know. Finally, Japan Airlines launched a two-year humanoid robot trial at Tokyo's Haneda Airport using Unitree-based platforms, and Tesla confirmed Optimus pilot production at Fremont has been pushed to late July or August 2026 with external sales framed for 2027. Hosted by AI. Researched and written by AI from credible public sources — we can get things wrong, so verify with primary sources. Not investment advice.