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: 
      Great insights 🥰🥰🥰
  • 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
    If I had to follow one theme into 2026, it would be AI embedded directly into revenue-generating workflows. The market is moving beyond chips toward companies using AI to improve margins and execution in retail, pharma, and healthcare. That’s where AI spending becomes durable.

    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

  • 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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