$Tempus AI(TEM)$ $ServiceNow(N

As 2026 unfolds, AI Partnership Pops reflect the market entering the next phase of AI adoption, with traditional players in retail, pharma, and healthcare services embedding AI into revenue-generating workflows, moving beyond the tech。。。

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

@Tiger_comments：AI Partnership Pops! Is Next Phase of AI Adoption Coming?

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DIAMOND009
10:33
DIAMOND009
Spot on! AI's momentum is unstoppable. [看涨]
- BTS:
  [Smile]

Leave a comment

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its focus on drug R&amp;D and diagnostics positions it well for continued success in the industry\nServiceNow (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\nNVIDIA (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\nAI 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<t-t type=\"img\" src=\"https://community-static.tradeup.com/news/15b0a357c527140fd5bf638c8a341c71\"></t-t></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/TEM\">$Tempus AI(TEM)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/NOW\">$ServiceNow(NOW)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/SNOW\">$Snowflake(SNOW)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/IGV\">$iShares Expanded Tech-Software Sector ETF(IGV)$ </a>&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp;\nAs 2026 unfolds, AI Partnership Pops reflect the market entering the next phase of AI adoption, with traditional players in retail, pharma, and healthcare services embedding AI into revenue-generating workflows, moving beyond the tech。。。\nTempus AI (TEM) shows growth prospect, with healthcare AI gaining traction; its focus on drug R&amp;D and diagnostics positions it well for continued success in the industry\nServiceNow (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\nNVIDIA (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\nAI 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<t-t type=\"img\" src=\"https://community-static.tradeup.com/news/15b0a357c527140fd5bf638c8a341c71\"></t-t></body></html>","text":"$Tempus AI(TEM)$ $ServiceNow(NOW)$ $Snowflake(SNOW)$ $iShares Expanded Tech-Software Sector ETF(IGV)$ $NVIDIA Corp(NVDA)$ As 2026 unfolds, AI Partnership Pops reflect the market entering the next phase of AI adoption, with traditional players in retail, pharma, and healthcare services embedding AI into revenue-generating workflows, moving beyond the tech。。。 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","highlighted":1,"essential":1,"paper":1,"likeSize":63,"commentSize":2,"repostSize":2,"favoriteSize":0,"link":"https://ttm.financial/post/522044541334840","repostId":521354514870784,"repostType":1,"repost":{"magic":2,"id":521354514870784,"tweetId":"521354514870784","gmtCreate":1768318549620,"gmtModify":1768363202523,"author":{"id":3501196737273098,"idStr":"3501196737273098","authorId":3501196737273098,"authorIdStr":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","vip":4,"userType":4,"introduction":"Tiger Official Account","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-4","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Tiger Star","description":"Join the tiger community for 2000 days","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.03.21","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":8372,"starInvestorFlag":false},"themes":[{"themeId":"7e87b8437f684a1ca48e31ee872c6543","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Nvidia Gets China Green Light: Will it Be a Demand Boost?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":7e87b8437f684a1ca48e31ee872c6543}&rnconfig={\"headerBarHidden\": true}","description":"The U.S. has given approval for NVIDIA to resume exports of its H200 chips to China, easing a key overhang on Nvidia’s China-related revenue outlook. 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The recent moves in <a data-mention-id=\"WMT\" class=\"teditor-mention\" data-mention-name=\"Wal-Mart\" href=\"https://ttm.financial/S/WMT\">$Wal-Mart(WMT)$</a> , <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> , <a data-mention-id=\"LLY\" class=\"teditor-mention\" data-mention-name=\"Eli Lilly\" href=\"https://ttm.financial/S/LLY\">$Eli Lilly(LLY)$</a> , and <a data-mention-id=\"TEM\" class=\"teditor-mention\" data-mention-name=\"Tempus AI\" href=\"https://ttm.financial/S/TEM\">$Tempus AI(TEM)$</a> are not random.<h2 id=\"id_1605597520\">1. What happened to this traditional giants and AI stars?</h2>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&amp;D.Another datapoint comes from Tempus AI, which reported preliminary 2025 revenue of ~$1.27 billion, up ~83% YoY (~30% organic growth). For the market, this is less about vision — and more about measurable commercialization.Taken together, these moves point to one theme: AI is entering parts of the business that show up in revenue and margins.<img alt=\"output0.png\" title=\"output0.png\" src=\"https://community-static.tradeup.com/news/e821e3d02034d8cef1faa1549f0e0ca1\" tg-width=\"1024\" tg-height=\"1024\">output0.png<h2 id=\"id_1781693255\">2. AI hardware remains a core 2026 theme</h2>But investor focus is shifting. As compute supply expands, the question becomes: who can actually use AI to change how a business operates and earns money?This helps explain why retail, pharma, and healthcare data companies are gaining attention.<h2 id=\"id_3368247197\">3. Agentic workflows and where software value concentrates</h2>Research on AI-driven, agentic workflows points to a longer-term shift: AI expands software TAM rather than destroying it.However, value concentrates in layers that can:<ul style=\"\"><li>Monetize compute</li><li>Orchestrate workflows across systems</li><li>Provide modern, neutral data foundations</li></ul>At the infrastructure level, companies with reusable capital and diversified exposure, such as <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"Microsoft\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> and <a data-mention-id=\"ORCL\" class=\"teditor-mention\" data-mention-name=\"Oracle\" href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> , are seen as structurally advantaged.At the application level, competition is more fragmented. The key differentiators are platform speed and durable monetization. In this context, <a data-mention-id=\"NOW\" class=\"teditor-mention\" data-mention-name=\"ServiceNow\" href=\"https://ttm.financial/S/NOW\">$ServiceNow(NOW)$</a> and <a data-mention-id=\"SNOW\" class=\"teditor-mention\" data-mention-name=\"Snowflake\" href=\"https://ttm.financial/S/SNOW\">$Snowflake(SNOW)$</a> stand out for governance, orchestration, and data integration.The AI narrative is shifting — from owning compute to embedding AI into workflows that consistently generate returns.<h2 id=\"id_1922776860\">Discussion:</h2>If you could follow only one theme into 2026, which would it be, and why?Can <a data-mention-id=\"TEM\" class=\"teditor-mention\" data-mention-name=\"Tempus AI\" href=\"https://ttm.financial/S/TEM\">$Tempus AI(TEM)$</a> run further with surprising results?Would <a data-mention-id=\"NOW\" class=\"teditor-mention\" data-mention-name=\"ServiceNow\" href=\"https://ttm.financial/S/NOW\">$ServiceNow(NOW)$</a> &amp; <a data-mention-id=\"SNOW\" class=\"teditor-mention\" data-mention-name=\"Snowflake\" href=\"https://ttm.financial/S/SNOW\">$Snowflake(SNOW)$</a> or <a data-mention-id=\"IGV\" class=\"teditor-mention\" data-mention-name=\"iShares Expanded Tech-Software Sector ETF\" href=\"https://ttm.financial/S/IGV\">$iShares Expanded Tech-Software Sector ETF(IGV)$</a> be your pick?At what price would you add <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>?Leave your comments to win tiger coins!</body></html>","htmlText":"<html><head></head><body>AI is no longer just a chip story — it’s showing up in retail, pharma, and healthcare services. The recent moves in <a data-mention-id=\"WMT\" class=\"teditor-mention\" data-mention-name=\"Wal-Mart\" href=\"https://ttm.financial/S/WMT\">$Wal-Mart(WMT)$</a> , <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> , <a data-mention-id=\"LLY\" class=\"teditor-mention\" data-mention-name=\"Eli Lilly\" href=\"https://ttm.financial/S/LLY\">$Eli Lilly(LLY)$</a> , and <a data-mention-id=\"TEM\" class=\"teditor-mention\" data-mention-name=\"Tempus AI\" href=\"https://ttm.financial/S/TEM\">$Tempus AI(TEM)$</a> are not random.<h2 id=\"id_1605597520\">1. What happened to this traditional giants and AI stars?</h2>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&amp;D.Another datapoint comes from Tempus AI, which reported preliminary 2025 revenue of ~$1.27 billion, up ~83% YoY (~30% organic growth). For the market, this is less about vision — and more about measurable commercialization.Taken together, these moves point to one theme: AI is entering parts of the business that show up in revenue and margins.<img alt=\"output0.png\" title=\"output0.png\" src=\"https://community-static.tradeup.com/news/e821e3d02034d8cef1faa1549f0e0ca1\" tg-width=\"1024\" tg-height=\"1024\">output0.png<h2 id=\"id_1781693255\">2. AI hardware remains a core 2026 theme</h2>But investor focus is shifting. As compute supply expands, the question becomes: who can actually use AI to change how a business operates and earns money?This helps explain why retail, pharma, and healthcare data companies are gaining attention.<h2 id=\"id_3368247197\">3. Agentic workflows and where software value concentrates</h2>Research on AI-driven, agentic workflows points to a longer-term shift: AI expands software TAM rather than destroying it.However, value concentrates in layers that can:<ul style=\"\"><li>Monetize compute</li><li>Orchestrate workflows across systems</li><li>Provide modern, neutral data foundations</li></ul>At the infrastructure level, companies with reusable capital and diversified exposure, such as <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"Microsoft\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> and <a data-mention-id=\"ORCL\" class=\"teditor-mention\" data-mention-name=\"Oracle\" href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> , are seen as structurally advantaged.At the application level, competition is more fragmented. The key differentiators are platform speed and durable monetization. In this context, <a data-mention-id=\"NOW\" class=\"teditor-mention\" data-mention-name=\"ServiceNow\" href=\"https://ttm.financial/S/NOW\">$ServiceNow(NOW)$</a> and <a data-mention-id=\"SNOW\" class=\"teditor-mention\" data-mention-name=\"Snowflake\" href=\"https://ttm.financial/S/SNOW\">$Snowflake(SNOW)$</a> stand out for governance, orchestration, and data integration.The AI narrative is shifting — from owning compute to embedding AI into workflows that consistently generate returns.<h2 id=\"id_1922776860\">Discussion:</h2>If you could follow only one theme into 2026, which would it be, and why?Can <a data-mention-id=\"TEM\" class=\"teditor-mention\" data-mention-name=\"Tempus AI\" href=\"https://ttm.financial/S/TEM\">$Tempus AI(TEM)$</a> run further with surprising results?Would <a data-mention-id=\"NOW\" class=\"teditor-mention\" data-mention-name=\"ServiceNow\" href=\"https://ttm.financial/S/NOW\">$ServiceNow(NOW)$</a> &amp; <a data-mention-id=\"SNOW\" class=\"teditor-mention\" data-mention-name=\"Snowflake\" href=\"https://ttm.financial/S/SNOW\">$Snowflake(SNOW)$</a> or <a data-mention-id=\"IGV\" class=\"teditor-mention\" data-mention-name=\"iShares Expanded Tech-Software Sector ETF\" href=\"https://ttm.financial/S/IGV\">$iShares Expanded Tech-Software Sector ETF(IGV)$</a> be your pick?At what price would you add <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>?Leave your comments to win tiger coins!</body></html>","text":"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!","highlighted":2,"essential":2,"paper":2,"link":"https://ttm.financial/post/521354514870784","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["NVDA","SNOW","NOW","IGV","MSFT","LLY","TEM","WMT","ORCL"],"verified":2,"subType":2,"readableState":1,"subTypeObject":{"tweetId":521354514870784,"totalAmount":500,"balance":500,"end":false,"deadline":1769398549620,"remainingNumber":100},"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2178,"optionInvolvedFlag":true,"xxTargetLangEnum":"ORIG"},"isVote":1,"tweetType":1,"viewCount":213,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","TEM","SNOW","NOW","IGV"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":955,"optionInvolvedFlag":true,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":522222339323264,"commentId":"522222339323264","gmtCreate":1768530824977,"gmtModify":1768535468532,"authorId":3479274771474525,"author":{"id":3479274771474525,"idStr":"3479274771474525","authorId":3479274771474525,"name":"DIAMOND009","avatar":"https://static.tigerbbs.com/69a18ba0ea278b1e269b1fbd81a27a12","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":522044541334840,"objectIdStr":"522044541334840","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Spot on! AI's momentum is unstoppable. [看涨]","text":"Spot on! AI's momentum is unstoppable. [看涨]","html":"Spot on! AI's momentum is unstoppable. [看涨]","likeSize":0,"commentSize":1,"subComments":[{"id":522335400653064,"commentId":"522335400653064","gmtCreate":1768558492748,"gmtModify":1768558498742,"authorId":3575367471914930,"author":{"id":3575367471914930,"idStr":"3575367471914930","authorId":3575367471914930,"name":"BTS","avatar":"https://static.tigerbbs.com/7c7ab7c634f3af64309445eed64a501e","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.01.16","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":522044541334840,"objectIdStr":"522044541334840","type":1,"supId":522222339323264,"supIdStr":"522222339323264","prevId":0,"prevIdStr":"0","content":"[Smile]<t-t type=\"img\" src=\"https://community-static.tradeup.com/news/40f5326ff8566b2ba596c0e74a710b5b\"></t-t>","text":"[Smile]<t-t type=\"img\" src=\"https://community-static.tradeup.com/news/40f5326ff8566b2ba596c0e74a710b5b\"></t-t>","html":"[Smile]<t-t type=\"img\" src=\"https://community-static.tradeup.com/news/40f5326ff8566b2ba596c0e74a710b5b\"></t-t>","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/522044541334840"}