Why Rivian Stock Sank After Its AI Event Today
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By Howard Smith – Dec 11, 2025 at 3:28PMKey PointsRivian announced its own autonomous driving processor. Rivian's upcoming Autonomy+ subscription will be offered beginning early next year.These 10 Stocks Could Mint the Next Wave of Millionaires ›NASDAQ: RIVNRivian AutomotiveMarket Cap$21BToday's Changeangle-down(-6.14%) $1.07Current Price$16.43Price as of December 11, 2025 at 3:58 PM ETRivian will add an "autonomy computer" to its EVs, designed to enable advanced self-driving capabilities.Rivian Automotive (RIVN 6.14%) held its first "Autonomy and AI Day" today in Palo Alto, CA, and so far, it appears that analysts and investors have been underwhelmed. CEO R.J. Scaringe impressed the audience by announcing the company's first in-house Rivian autonomy processor, but shares still dove as much as 10% today anyway. As of 3:22 p.m. ET, with more investors likely watching the presentation's webcast replay, the stock rebounded somewhat but remained lower by 4.5%. Image source: Getty Images. Rivian's in-house AI The core of Rivian's autonomy platform will be the EV maker's artificial intelligence (AI) processors developed in-house. The company's advanced driver-assistance system will continuously improve using data from the EV maker's deployed fleet of vehicles. Starting in late 2026, Rivian's third-generation platform on R2 vehicles will include cameras, a powerful radar array, and a front-facing long-range lidar. In the next few weeks, however, the company will send an over-the-air update to its existing R1 customers with the latest computer platform, which will significantly expand their existing hands-free driving capacity. ExpandNASDAQ: RIVNRivian AutomotiveToday's Change(-6.14%) $-1.07Current Price$16.43Key Data PointsMarket Cap$21BDay's Range$15.73 - $17.4252wk Range$10.36 - $18.60Volume3.5MAvg Vol47MGross Margin-159.38%Dividend YieldN/A Scaringe said that the update will open up existing hands-free capabilities for its customers on more than 3.5 million miles of roads in North America. Investors may have wanted to hear more about imminent capabilities, however. Advertisement Rivian won't be offering fully autonomous vehicles yet. Its next step in 2026 will allow the vehicles to drive point-to-point. But investors may have wanted to hear more concrete dates for hands-free, eyes-off-the-road driving. Scaringe said that it will come as part of a series of steps. Rivian investors should look at the long term, though. Today's presentation was another step for the company. It plans to add a new revenue source with an Autonomy+ subscription that will continuously improve with updates. Some investors may have just decided to sell the news today. About the AuthorHoward Smith is a contributing Motley Fool stock market analyst covering technology and industrial stocks. Prior to The Motley Fool, Howard spent nearly 30 years supervising quality and operations in the steel industry, mostly with leading steel company Nucor. He holds a bachelor’s degree in metallurgical engineering from Lafayette College and a master’s degree in environmental engineering from Johns Hopkins University.TMFBuilt2LastRead NextDec 11, 2025 •By Leo SunWhere Will Rivian Automotive Stock Be in 1 Year?Dec 9, 2025 •By Neha ChamariaWith Rivian Stock Surging, Is It a Buy Before 2025 Ends?Dec 6, 2025 •By Reuben Gregg BrewerCould Buying Rivian Automotive Stock Today Set You Up for Life?Dec 4, 2025 •By Reuben Gregg Brewer1 No-Brainer Electric Vehicle (EV) Stock to Buy With $500 Right NowDec 2, 2025 •By Reuben Gregg BrewerShould You Buy Rivian While It's Below $18?Nov 29, 2025 •By Ryan VanzoThis Contrarian Play Could Be Your Best Investment of 2026