Western Digital (WDC) shares surged 9.5% after reporting strong Q1 earnings and guidance driven by high AI demand, with the company also increasing its dividend. The company’s results highlight the significant impact of AI on the tech storage sector, fueling investor optimism. Meanwhile, Centene (CNC) experienced a 12.5% rise, buoyed by a positive full-year 2025 outlook despite reporting a net loss of $6.6 billion in Q3, largely due to operational losses. Revenues increased by 18% to $49.69 million, supported by a 22% rise in premiums, and the company expects EPS to grow by $0.25 to $2 for the year. Both stocks are benefiting from broader AI and energy sector tailwinds, with analysts emphasizing the massive growth potential of AI-related investments, including a promising undervalued AI company poised to capitalize on the $250 trillion AI market predicted by industry experts. Experts note that AI’s energy consumption and infrastructure needs present lucrative opportunities for companies involved in critical energy assets and infrastructure development. Hedge funds and top investors are quietly accumulating shares of undervalued companies in the AI and energy sectors, which are expected to deliver substantial returns as the AI revolution accelerates.