Tesla (TSLA) shares rose nearly 2% to $390.2 in Wednesday pre-market trading.
A new video demonstrating hardware updates for the Optimus humanoid robot drove the gains. The footage showcased a specialized gearbox and a new dexterous hand design.
Elon Musk stated that production for the Optimus3 model may begin in late 2026. Analysts identify the project as a foundational element of the global physical AI sector.
The robot's development supports Tesla's strategic shift from electric vehicle manufacturing to AI and robotics. Investors view these technological milestones as essential to maintaining the company's premium valuation.