AI Partnership Pops! Is Next Phase of AI Adoption Coming?
AI 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.
output0.png
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!
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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) trades at a P/E ratio of over 83.61 with an average price target of $218.18, a forecasted upside of over 50%.
Snowflake (SNOW)is currently unprofitable (negative EPS) but has seen appreciation and trades in the middle of its 52-week range.(IGV) offers diversification, but its performance in 2025 lagged some broader indices and pure AI plays.
Tempus AI (TEM) shows growth prospect, with healthcare AI gaining traction; its focus on drug R&D and diagnostics positions it well for continued success in the industry
ServiceNow (NOW) and Snowflake (SNOW) are more focused, direct bets on AI integration, while iShares Expanded Tech-Software Sector ETF (IGV) offers broader exposure, making it a safer bet for diversified tech play
NVIDIA (NVDA), a leader in AI, has a strong valuation, with long-term demand and growth for AI hardware; a short-term correction could offer an attractive entry point
AI adoption will drive market growth in 2026, transforming industries and reshaping workflows; careful monitoring of stock movements and technological advancements will be key to successful investments
Infrastructure gains are largely priced in. The next phase rewards firms that translate AI into clear productivity gains and recurring revenue within real workflows.
Tempus AI (TEM):
Further upside is possible, but only with execution surprises. Its oncology focus commands high willingness to pay. Gains hinge on faster adoption, margin improvement, or major pharma partnerships. Valuation remains unforgiving.
ServiceNow & Snowflake vs IGV:
Preference: ServiceNow > IGV > Snowflake.
ServiceNow shows the strongest ROI-led AI adoption and pricing power. IGV suits diversified exposure. Snowflake faces heavier competition and margin uncertainty.
NVIDIA add level:
Add only on pullbacks.
Ideal zone is 15–20% below recent highs, or during broad risk-off moves with intact AI demand.
Bottom line:
Back AI that delivers cash flow, not narratives.
对于市场来说，这与其说是愿景，不如说是可衡量的商业化。
综上所述，这些举措指向一个主题：人工智能正在进入体现在收入和利润上的业务部分。
To start with, AI as we know it is absolutely shambolic: churning out nonsense essays or articles while stealing copyrighted content, and plopping out photos or videos, those functionalities simply does not cut it nor does it maximise its potential.
The market was fooled by the fake hype and is now everyone has to adjust to how this technology is being used.