Hedge-Fund Manager David Einhorn Likes These Low-Key AI Plays -- WSJ

Dow Jones05-13

By Peter Rudegeair

Greenlight Capital's David Einhorn pitched two investment ideas Tuesday at the Sohn Investment Conference that he says are undervalued beneficiaries of the artificial-intelligence boom:

-- Centene: The managed-care company can use AI to speed up manually repetitive processes such as claims processing, Einhorn said.

-- Fluor: The market is underestimating how much the engineering and construction company will benefit from the buildout of data centers and the power plants needed to run them, according to Einhorn.

For non-AI reasons, Einhorn also pitched the stocks of Acadia Healthcare, Versant Media Group and Victoria's Secret.

This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage).

(END) Dow Jones Newswires

May 12, 2026 15:29 ET (19:29 GMT)

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