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Ryan Vanzo, The Motley Fool
Sat, March 21, 2026 astatine 11:05 AM CDT 5 min read
For years, electrical conveyance (EV) stocks person been mostly compared to accepted automotive stocks. But there's a increasing involvement successful viewing electrical car companies not conscionable arsenic manufacturing businesses but arsenic artificial quality (AI) businesses. That's because, aft decades of mendacious promises, afloat autonomous vehicles whitethorn yet beryllium conscionable astir the country -- a aboriginal made imaginable owed to accelerated advancements successful AI.
These EV stocks are each betting connected bundle -- specifically, AI-driven bundle -- to substance maturation successful the future. All 3 stocks are imaginable buys for the close investor. In fact, 1 of these stocks is my apical maturation banal to bargain successful 2026.
Will AI make the world's archetypal trillionaire? Our squad conscionable released a study connected the 1 little-known company, called an "Indispensable Monopoly" providing the captious exertion Nvidia and Intel some need. Continue »
When it comes to investing successful AI, nary EV institution tin lucifer the aggressiveness of Tesla (NASDAQ: TSLA). Tesla has been investing successful AI for galore years, culminating successful a $2 cardinal concern successful xAI -- different Elon Musk start-up -- successful January.
Tesla's investments successful AI person a wide extremity goal: enabling Tesla vehicles to execute afloat self-driving potential. The institution has already launched a aviator mentation of its robotaxi concern successful Texas. The robotaxi marketplace alone, according to immoderate experts, could yet beryllium worthy $5 trillion oregon much globally. When Tesla announced its concern successful xAI, the institution besides confirmed that accumulation of its Cybercab EV -- a low-cost EV that volition assistance it rapidly grow its robotaxi concern -- remains connected way to statesman by the extremity of 2026.
With a $1.2 trillion marketplace cap, overmuch of Tesla's imaginable payment erstwhile it comes to its AI bets is apt already priced into the stock. That's particularly existent erstwhile you comparison the company's rising valuation against its declining automobile sales. As Reuters precocious enactment it, "Tesla is 'entering a modulation phase' wherever it is asking investors to underwrite imaginable gross from self-driving bundle successful its cars and robotaxi concern earlier car income recover."
Whether Tesla is simply a omniscient concern astatine this terms constituent is debatable. But its aggressiveness successful investing successful AI cannot beryllium questioned.
When it comes to earthy upside potential, fewer stocks tin lucifer Lucid Group (NASDAQ: LCID). The institution is presently valued astatine conscionable $3.8 cardinal -- conscionable 0.3% the size of Tesla.
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