Reward 500 Tiger-coinsAI is no longer just a chip story — it’s showing up in retail, pharma, and healthcare services. The recent moves in $Wal-Mart(WMT)$ , $NVIDIA(NVDA)$ , $Eli Lilly(LLY)$ , and $Tempus AI(TEM)$ are not random.
1. What happened to this traditional giants and AI stars?
Walmart hit fresh highs as investors price in potential Nasdaq-100 inclusion and Google’s expansion of Gemini shopping. The upgrade turns Gemini from a recommendation assistant into a “virtual merchant” that can complete purchases, with Walmart among the retail partners.
At the same time, Nvidia and Eli Lilly announced a Bay Area joint research lab, with $1 billion committed over five years, using Nvidia’s Vera Rubin AI platform to support drug R&D.
Another datapoint comes from Tempus AI, which reported preliminary 2025 revenue of ~$1.27 billion, up ~83% YoY (~30% organic growth).
For the market, this is less about vision — and more about measurable commercialization.
Taken together, these moves point to one theme: AI is entering parts of the business that show up in revenue and margins.
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2. AI hardware remains a core 2026 theme
But investor focus is shifting. As compute supply expands, the question becomes: who can actually use AI to change how a business operates and earns money?
This helps explain why retail, pharma, and healthcare data companies are gaining attention.
3. Agentic workflows and where software value concentrates
Research on AI-driven, agentic workflows points to a longer-term shift: AI expands software TAM rather than destroying it.
However, value concentrates in layers that can:
Monetize compute
Orchestrate workflows across systems
Provide modern, neutral data foundations
At the infrastructure level, companies with reusable capital and diversified exposure, such as $Microsoft(MSFT)$ and $Oracle(ORCL)$ , are seen as structurally advantaged.
At the application level, competition is more fragmented. The key differentiators are platform speed and durable monetization. In this context, $ServiceNow(NOW)$ and $Snowflake(SNOW)$ stand out for governance, orchestration, and data integration.
The AI narrative is shifting — from owning compute to embedding AI into workflows that consistently generate returns.
Discussion:
If you could follow only one theme into 2026, which would it be, and why?
Can $Tempus AI(TEM)$ run further with surprising results?
Would $ServiceNow(NOW)$ & $Snowflake(SNOW)$ or $iShares Expanded Tech-Software Sector ETF(IGV)$ be your pick?
At what price would you add $NVIDIA(NVDA)$?
Leave your comments to win tiger coins!
Comments
AI is expected to drive above-trend earnings growth of 13-15% for the S&P 500 for at least the next two years.
Tempus AI ($TEM) has shown strong revenue growth, with Q3 2025 revenue up 84.7% year-over-year.
The company has also consistently beaten analyst consensus estimates for EPS and revenue in recent quarters. Just this week, the company announced strong preliminary 2025 results and strategic collaborations with entities like NYU Langone Health and Northwestern Medicine, which caused the stock to jump.
$NVIDIA Corp(NVDA)$ would probably consider around $173 [Thinking] [Thinking] [Thinking]
From Walmart $Wal-Mart(WMT)$ hitting new highs on the back of $Alphabet(GOOG)$ Google's Gemini "virtual merchant" upgrade to NVIDIA $NVIDIA(NVDA)$ and $Eli Lilly(LLY)$ Eli Lilly's partnership having a joint AI drug discovery lab, AI is being monetised to generate more revenue for companies.
The new AI Playbook is here in 2026! I would follow the money trail because this is where I can unearth great companies who are turning AI into a monetary rewards.
@Tiger_comments @TigerStars @TigerClub @Tiger_SG @CaptainTiger
Tempus AI (TEM) still has upside if execution stays strong. The ~83% YoY revenue growth shows real commercialization, and any improvement in margins or enterprise penetration could re-rate the stock as healthcare infrastructure rather than a pure growth play.
Between ServiceNow & Snowflake versus IGV, I’d favor the platforms. AI value is concentrating in orchestration and data layers, not broad software baskets. For Nvidia, I remain bullish long term but would only add on sentiment-driven pullbacks, not strength.
@TigerStars @TigerClub @Tiger_comments
ServiceNow(NOW)的市盈率超過83.61，平均目標價爲218.18美元，預計上漲空間超過50%。
Snowflake(SNOW)目前尚未盈利（每股收益爲負），但已實現升值，交易價格處於52周區間的中間。(IGV)提供多元化，但其2025年的表現落後於一些更廣泛的指數和純人工智能股票。