Teradyne jumps 83% this year on AI and robotics growth, Phil Rosen notes

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Teradyne rises 83% on AI revenue gains

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Olga Shendetskaya

02.06.2026

Teradyne jumps 83% this year on AI and robotics growth, Phil Rosen notes — Teradyne rises 83% on AI revenue gains

Phil Rosen reports that Teradyne has risen 83% this year. The company is increasing its revenue every quarter from AI and robotics, positioning it as a smaller but notable beneficiary of the ongoing AI trade. Rosen adds that while investors continue to focus on Nvidia and Micron, Teradyne remains less widely recognized.

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Phil Rosen previously highlighted the equal-weight S&P 500 reaching record highs, trading nearly 7% above its 200-day moving average. He also observed that the current bull market has lasted 1,326 days. Both milestones reflect recent trends in equity markets tracked by Rosen.

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