Although Tesla's winning streak was snapped yesterday after 13-straight sessions, EV stocks have been on the rise. Yahoo Finance spoke to experts and analysts across the industry to break down the recent run, Tesla's valuation as an AI-tech company, and the potential for the rise to continue.

Tom Narayan, RBC Capital Markets Lead Equity Analyst, Global Autos, discussed how Tesla's (TSLA) self-driving software and its recent deals with Ford (F) and General Motors (GM) could help the company dominate the EV market. Narayan said, "The deals that they struck with Ford and GM coming to Tesla and choosing their platform ... Elon Musk said we want to be like Android, and really open up this software to everybody."

Gerber Kawasaki Wealth & Investment Management CEO Ross Gerber spoke about Tesla's recent deals and autonomous driving platform fueling its recent run. Gerber said, "The market is finally realizing the full value of the software that they've been developing."

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Yahoo Finance Senior Business Reporter Ines Ferre discussed Tesla's AI-fueled run. Ferre said, "Part of this has to do with AI. Adam Jonas over at Morgan Stanley writing a note recently saying that investors are thinking of Tesla first as an AI company and second as an automobile maker."

Yahoo Finance markets reporter Jared Blikre broke down the EV maker's recent gains. Blikre said, "The story about Tesla has been about ... their investment in technology, their autonomous driving, how that database really gives them an edge over their competition."

Chris Versace, Chief Investment Officer at Tematica Research, warns that even though EV stocks have been rallying, the forecast numbers are something to watch in the long-term. Versace said, "The industry's moving that way. I just think that it's possible that it may take a little longer than expected to hit some of these forecast numbers."

Video highlights:

00:00:03 - Yahoo Finance Senior Business Reporter Ines Ferre

00:00:25 - Yahoo Finance markets reporter Jared Blikre

00:00:51 - RBC Capital Markets Lead Equity Analyst Tom Narayan

00:01:12 - Chief Investment Officer at Tematica Research Chris Versace

00:01:34 - Gerber Kawasaki Wealth & Investment Management CEO Ross Gerber

Video Transcript

INES FERRE: Tesla up 25% over the last 10 days. In fact, year to date, this stock is up a whopping 108%. Part of this has to do because of AI. Adam Jonas over at Morgan Stanley writing a note recently saying that investors are thinking of Tesla first as an AI company and second as an automobile maker.

JARED BLIKRE: The story about Tesla has been about their mode, about their investment in technology, their autonomous driving, how that database really gives them an edge over their competition because they don't want to be valued like GM or Ford or Volkswagen.