Key Points EV stocks have the potential to lead the autonomous driving revolution. Two stocks in particular are poised to benefit despite recent pullbacks. By the end of the decade, we should see huge numbers of robotaxis roaming the streets of America, as well as other major countries. At least that's the consensus opinion among experts, whose opinions were compiled in a recent research report from global consultancy firm McKinsey & Co. "[T]he global rollout of robo-taxis is now expected to become reality at a large scale in 2030," the report concludes. "Overall, experts expect that robo-taxis will be the first commercial application for L4 in mobility -- not privately owned cars." Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue ยป It's likely that electric vehicle (EV) companies will be the leaders when it comes to the self-driving car revolution. Electric vehicles are already software heavy, often designed with autonomy at their core. And yet the EV sector largely remains out of favor, allowing investors to find surprising bargains. The two stocks below are your best bets for betting on the coming autonomous driving future. 1. Rivian stock is now surprisingly cheap Earlier this year, I named Rivian(NASDAQ: RIVN) my top growth stock for 2026. There are two primary factors spurring my optimism. First, Rivian expects to begin shipping its R2 SUV this month. This will be the company's first vehicle priced under $50,000. Roughly 70% of prospective car buyers want their next vehicle to cost less than $50,000. And yet the average price of a new vehicle recently surpassed $50,000. Automakers that can offer new models -- especially within high-demand categories like SUVs and crossovers