Elon Musk is stressing robots over cars. Here are three humanoid parts suppliers that Morgan Stanley recommends
Published on 02/02/2026 12:58 PM
Elon Musk is stressing robots over cars. Here are three humanoid parts suppliers that Morgan Stanley recommendsElon Musk shifts Tesla to Optimus robot production as China ramps up humanoid deliveries. Leaderdrive and Inovance Technology benefit amid rising demand for robot components, says Morgan Stanley.By CNBC Pro | Evelyn Cheng |CNBC February 2, 2026, 12:58:33 PM IST (Published)The race is on to make humanoid robots.Continue Reading with CNBC-TV18 Access MembershipPriority Access and Networking: CNBC-TV18's flagship events Interaction with CNBC-TV18's journalists Webinars & LIVE Q&As with India Inc. Leaders Exclusive CNBC-TV18 studio & newsroom tours Premium business insights, expert opinions & analysis Curated lifestyle privileges & offers