Driverless vehicle growth in terms of technology and scale is accelerating rapidly in the U.S. and around the world, and businesses leading this charge are poised to expand just as rapidly. The evolution of driverless vehicles marks a massive transformation in the transportation industry and could present investors a once-in-a-generation opportunity to profit. But choosing the right business is a challenge. Here are three stocks well positioned to thrive with the rise of autonomous vehicles. Commercial trucking angle Autonomous trucking is arguably one of the most intriguing angles in the driverless arena, and Aurora Innovation (AUR +1.33%) is a pioneer. Being a carrier in the industry is a game of margins. With autonomous trucks able to work around the clock, it's a key driver of business growth. For long-term investors, there's reason to be excited about the company's recent steps forward. Aurora Innovation first deployed driverless trucks in April of last year. It then released its first software update that validated driverless operations between Dallas and Houston, a second update that validated operations at night, and a third that validated El Paso. Now with the fourth software update, Aurora expects to give Aurora Driver the capabilities to autonomously navigate the southern United States. Now that Aurora has validated operations on the roughly 1,000-mile lane between Forth Worth and Phoenix, the company is positioned to be the first autonomously hauled freight mover on a route that extends beyond "hours of service" (HOS) limitations. Phoenix tripled Aurora's driverless network to move freight. Aurora has tallied over 250,000 driverless miles as of January 2026, with a perfect safety record and zero Aurora Driver-attributed collisions, and is positioned to begin scaling its business. Full-year revenue is expected to jump 400% to the midpoint of its forecasted $14 million to $16 million. By year end,