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01-15 22:32

$Tempus AI(TEM)$  $ServiceNow(NOW)$  $Snowflake(SNOW)$  $iShares Expanded Tech-Software Sector ETF(IGV)$  $NVIDIA Corp(NVDA)$  

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

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

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

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  • DIAMOND009
    ·10:33
    Spot on! AI's momentum is unstoppable. [看涨]
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