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 c
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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