RBC Capital Markets Lead Equity Analyst on Global Autos Tom Narayan breaks down several stocks he has "Outperform" coverage on, including Ferrari (RACE) and autonomous driving developer Mobileye (MBLY). Narayan calls Ferrari "a growth stock into 2030," while outlining Mobileye's tailwinds onset by its various partnerships with major automakers. For more expert insight and the latest market action, click here to watch this full episode of Yahoo Finance Live. Editor's note: This article was written by Luke Carberry Mogan.