Tesla ($TSLA) has officially exited the automotive peer group. By dismantling legacy Model S/X lines to build humanoid robots, the company has declared its transition from a car manufacturer to the world’s first "Physical AI" platform.Read more

Tesla shifts from being mainly a carmaker to betting big on self-driving software, robots, and energy products—and the idea is that these new lines could become the real engine of growth. The catch is that the story depends on Tesla scaling fast and beating competition and regulators, which makes the upside feel huge but far from guaranteed.Read more