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.
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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!
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预计至少在未来两年内，人工智能将推动标普500盈利增长13-15%，高于趋势水平。
Tempus AI($TEM)收入增长强劲，2025年第三季度收入增长84.7%同比。
最近几个季度，该公司的每股收益和收入也一直超出分析师的普遍预期。就在本周，该公司宣布了强劲的2025年初步业绩以及与纽约大学朗格尼健康和西北医学等实体的战略合作，导致该股上涨。
$英伟达 Corp(NVDA)$ 可能会考虑173美元左右[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
如果执行力保持强劲，Tempus AI(TEM)仍有上涨空间。约83%的收入同比增长显示了真正的商业化，利润率或企业渗透率的任何改善都可能将该股重新评级为医疗保健基础设施，而不是纯粹的增长股。
在ServiceNow和Snowflake与IGV之间，我更喜欢平台。人工智能价值集中在编排和数据层，而不是广泛的软件篮子。对于英伟达，我仍然长期看涨，但只会增加情绪驱动的回调，而不是走强。
@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.
Check them in the history - “community distribution“
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.
對於市場來說，這與其說是願景，不如說是可衡量的商業化。
綜上所述，這些舉措指向一個主題：人工智能正在進入體現在收入和利潤上的業務部分。
首先，我們所知的人工智能絕對是混亂的：在竊取受版權保護的內容的同時，大量生產無意義的論文或文章，並撲通一聲推出照片或視頻，這些功能根本不能削減它，也不能最大限度地發揮它的潛力。
市場被虛假的炒作所愚弄，現在每個人都必須適應這項技術的使用方式。