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15 handpicked stocks

AI in the Driver's Seat

This carefully selected group of stocks represents companies at the forefront of bringing advanced AI into your car. Professional analysts have identified these businesses as potential beneficiaries of the growing trend toward sophisticated in-vehicle AI and infotainment systems, sparked by Tesla's integration of the Grok chatbot.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at July 11

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

TSLA

Tesla, Inc.

TSLA

Current price

$330.56

The company at the center of the news, directly implementing advanced conversational AI which could enhance its product appeal and technological lead.

NVDA

NVIDIA Corporation

NVDA

Current price

$180.45

Nvidia's DRIVE platform and AI-focused GPUs are essential for powering the complex, on-board computing required for sophisticated conversational AI li...

Nvidia's DRIVE platform and AI-focused GPUs are essential for powering the complex, on-board computing required for sophisticated conversational AI like Grok.

CRNC

Cerence Inc

CRNC

Current price

$11.83

As a pure-play provider of AI-powered assistants for automobiles, Cerence's market is validated and likely to grow as competitors race to match Tesla'...

As a pure-play provider of AI-powered assistants for automobiles, Cerence's market is validated and likely to grow as competitors race to match Tesla's offerings.

About This Group of Stocks

1

Our Expert Thinking

Tesla's integration of Grok AI into its vehicles signals a major shift in how we interact with cars. This creates opportunities across the entire value chain, from the semiconductor companies providing processing power to the software developers creating AI platforms and the suppliers building next-generation cockpit electronics.

2

What You Need to Know

This collection includes diverse players in the automotive AI ecosystem, from established automakers to technology suppliers. These companies are positioned to benefit as vehicles become increasingly defined by their software and AI capabilities, making the car's interior technology a primary competitive battleground.

3

Why These Stocks

These companies were specifically selected because they represent key players across the emerging automotive AI value chain. They include the automaker setting the pace, the chip manufacturers powering the technology, software developers creating the interfaces, and the suppliers building the physical systems.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+98.06%

Group Performance Snapshot

98.06%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 98.06% over the next year.

10 of 15

Stocks Rated Buy by Analysts

10 of 15 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🚗

The Car is Becoming a Computer

Vehicle interiors are turning into high-tech hubs with AI at the center. This fundamental shift is creating massive opportunities for companies building the technology that powers these smart cabins.

🔊

Everyone Will Need to Catch Up

Tesla's Grok integration has set a new standard that other automakers can't ignore. This creates an urgent need for AI solutions across the industry, potentially accelerating growth for suppliers in this space.

💡

It's About the Entire Ecosystem

This isn't just about Tesla - it's about the entire supply chain that makes advanced in-car AI possible. From chips to software to cockpit systems, multiple industries stand to benefit from this technological revolution.

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