Jessica Inskip turns to three stocks she sees becoming more tied to the AI trade. She notes GE Vernova (GEV) seeing the benefits of an expanding data center buildout, BlackRock (BLK) as a compelling stock with several arms for growth in the debt markets, and points to strong EPS upwards revisions in Western Digital (WDC). Charles Schwab's Kevin Horner offers insightful technical analysis into all three stock charts.