Citi's AI Robotics Picks: Rockwell, Emerson, Honeywell Lead the List

Citi's AI Robotics Picks: Rockwell, Emerson, Honeywell Lead the List By ZeroHedge - Jul 09, 2026, 2:00 PM CDT Citi analyst Heath Terry names Rockwell Automation, Emerson Electric, Honeywell, Symbotic, Ralliant and Belden as his top plays on the industrial automation buildout. Data scarcity, not compute, is the biggest bottleneck to scaling robots, with one panelist saying even tens of millions of hours of 2026 data likely covers only basis points of what's needed. BMW's Spartanburg plant now has an upgraded humanoid walking the factory floor, one sign physical AI is shifting from pilot programs to real deployment.