AI Partnership Pops! Is Next Phase of AI Adoption Coming?

Tiger_comments
01-13 23:35
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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!

Nvidia and Eli Lilly Team Up: Does It Signal Broader Real-World Adoption for AI?
NVIDIA and Eli Lilly announced a $1B, five-year investment to build a joint research lab, leveraging Nvidia’s latest Vera Rubin AI platform. Does this partnership open a new long-term growth lane for Nvidia beyond hyperscalers? Can AI materially improve drug discovery efficiency and margins for pharma leaders like Eli Lilly?
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Comments

  • icycrystal
    11:56
    icycrystal
    one theme in 2026 - Artificial Intelligence (AI) because it is the single most impactful driver of market dynamics and economic for the next several years.

    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]

  • koolgal
    06:15
    koolgal
    🌟🌟🌟If there is one theme I would follow in 2026, it would be "The New AI Playbook: Follow the Money, Not the Models".  AI is no longer just a promise.  AI has become a profit engine. 

    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

  • Shyon
    00:14
    Shyon
    如果我必须在2026年遵循一个主题，那就是人工智能直接嵌入创收工作流程。市场正在从芯片转向使用人工智能来提高零售、制药和医疗保健领域的利润率和执行力的公司。这就是人工智能支出变得持久的地方。

    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

  • 這是甚麼東西
    10:56
    這是甚麼東西
    For a blend of growth and stability within the tech sector, the iShares Expanded Tech-Software Sector ETF (IGV) provides broad exposure to the software industry. However, for more targeted growth, some analysts favor individual AI stocks over broad software ETFs, as the latter might not have enough exposure to the highest-growth AI companies.
    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.
  • 這是甚麼東西
    10:53
    這是甚麼東西
    Tempus AI is forecast to grow earnings and revenue significantly, but remains unprofitable for the next few years. The company has numerous growth catalysts and recently reported strong preliminary 2025 results, which caused a stock surge. Analysts have an average short-term price target of $87.92, suggesting a potential upside, which indicates potential for further run if results continue to surprise.
  • blinxz
    00:05
    blinxz
    I'd buy NVDA under $100—AI growth is massive! [看涨]
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