Robotics stocks caught a bid after Politico reported that the Trump administration is weighing an executive order designed to supercharge the industry. Shares of iRobot Corp (IRBT), Serve Robotics Inc (SERV), and Richtech Robotics Inc (RR) all climbed on the news. Even Tesla Inc (TSLA) got a lift, which makes sense given CEO Elon Musk's vocal enthusiasm for a robotics-powered future.

The story centers on Commerce Secretary Howard Lutnick, who's been making the rounds with robotics industry CEOs and apparently likes what he's hearing. According to the report, he's fully on board with accelerating the sector's growth, and the administration is considering an executive order on robotics that could land sometime in 2026.

Bringing Production Home

The Department of Commerce says robotics and advanced manufacturing are central to its mission of bringing critical production back to American soil. Meanwhile, the Department of Transportation is gearing up to launch a robotics working group, possibly before the end of the year, according to sources familiar with the planning.

Congress is getting interested too. A Republican amendment to the National Defense Authorization Act would have created a national robotics commission, though it didn't make the final cut. Still, additional legislative efforts are reportedly in the works.

This robotics push fits into the administration's larger industrial policy vision—competing aggressively in breakthrough technologies like artificial intelligence. It's worth noting that as the U.S. national debt climbed to $38 trillion, President Donald Trump and Musk have pitched very different solutions. Musk envisions an AI- and robotics-driven productivity explosion that generates enough economic growth to eliminate the deficit. Trump, by contrast, has leaned heavily on trade policy as his preferred remedy.

Whether robots can really save the balance sheet remains to be seen, but for now, investors seem willing to bet on Washington's growing interest in the sector.