The Big 3: GE Vernova, BlackRock, Western Digital — AI trade plays

Bullish Gator

Jessica Inskip highlights GEV benefiting from data-center buildout, BLK’s diversified debt-market growth, and WDC’s upward EPS revisions; Kevin Horner provides technical chart analysis.

Editorial companion

What stands out

Jessica Inskip picked three stocks she thinks are becoming more tied to the artificial intelligence (AI) trade, and her inclusion of Western Digital reflects a simple point: if data centers keep growing, someone has to store the output. Schwab Network technical contributor Kevin Horner gave chart-by-chart color, while the segment flagged recent earnings-per-share (EPS) upward revisions at Western Digital, making it a concrete example of memory and storage re-rating into an AI-led cycle.