AEye Inc. (NASDAQ: LIDR) stock soared over 50% after announcing its Apollo lidar system is now integrated with Nvidia’s DRIVE AGX platform, a major win in the autonomous vehicle and self-driving tech space. Investors are calling AEye one of the hottest AI stocks of 2025, as this Nvidia partnership gives the company credibility and access to top carmakers. Despite recent gains, analysts urge caution due to AEye’s financials, but the stock remains one of the top AI-powered lidar tech options to watch. With earnings on July 31 and new products like OPTIS on the horizon, AEye could be a game-changing AI stock for smart transport and security markets.