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This Overlooked AI Trade Has Been Quietly Outperforming Nvidia Over the Last 6 Months

Many investors don't realize this EV maker is betting big on AI.

This Overlooked AI Trade Has Been Quietly Outperforming Nvidia Over the Last 6 Months

Published July 30, 2026 · Category: Finance

Overview

Nvidia remains a top pick for artificial intelligence (AI)-focused investors. The GPU stock is, quite simply, an AI powerhouse. Nvidia sits at the center of the AI revolution, making shares a must for nearly every portfolio seeking exposure to this cutting-edge field. Wall Street analysts still expect a lot of growth ahead for Nvidia. But the company's $4.8 trillion valuation may cap how quickly it can grow from here.

Investors seeking greater growth potential should consider smaller AI stocks. Right now, there's a relatively tiny EV stock attempting to go all-in on AI. Most investors don't realize how much this electric car maker is betting on AI. And over the last six months, this company's stock has actually outperformed Nvidia shares.

Details

On the surface, Rivian Automotive (NASDAQ: RIVN) looks like an EV stock. And it is. Nearly all of the company's revenue comes from electric vehicle sales. And nearly all of the company's growth this year should be fueled by rising sales for its R2 SUV -- Rivian's first EV priced under $50,000.

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Source

Originally published at www.fool.com.

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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.