Key Points Many EV stocks are down big this year. Advances in AI will soon generate meaningful growth tailwinds. Artificial intelligence (AI) is already having meaningful impacts across a wide variety of sectors and end markets. Few industries will be as transformed by AI as transportation. That's because, after decades of failed promises, AI is now making truly autonomous vehicles possible for the first time. The market potential of autonomous vehicles is truly massive. One segment of this market alone could be worth up to $10 trillion globally. And there are two electric vehicle (EV) stocks in particular poised to benefit despite their shrinking valuations so far this year. 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 1. Rivian is my top growth stock for 2026 Early this year, I named Rivian(NASDAQ: RIVN) my top growth stock for 2026. The thesis was simple. Shares currently trade at just 3.4 times sales, with a market cap under $20 billion. But the company's first model priced under $50,000 -- its R2 SUV -- is expected to begin deliveries to employees this month, with scaled production and deliveries expected over the next few quarters. The potential for Rivian from this one move should not be understated. Tesla(NASDAQ: TSLA) provides the clearest example of how transformational the first affordable model can be for an EV stock. Today, more than 95% of the company's auto sales volumes stem from just two models: the Model 3 and Model Y. Both have base prices under $50,000. Scaling EV production is hard. Tesla almost went bankrupt trying to scale its Model 3 production. "The Model 3 ramp was extreme stress and pain for