AI is no longer creeping into healthcare -- it’s bulldozing through it, forcing a fundamental reset of how medicine is developed, delivered, and monetized. Investors are no longer speculating; they’re reallocating capital toward the companies driving this shift, and the market is rewarding them in 2025. This isn’t just a temporary wave -- it’s a structural repricing of healthcare’s future.The forces at play go beyond balance sheets and earnings calls. AI is now an operational necessity in healthcare, and policy shifts are accelerating its adoption. The speculation surrounding RFK Jr. as Trump’s potential HHS secretary has injected a fresh dose of bullishness into the space, as investors price in a pro-innovation regulatory environment that could remove bottlenecks slowing AI integration. M
AI+Health: Can TEM Earnings Support High Estimates?
AI healthcare stocks have been hitting new highs recently. After Pelosi increased her holdings in TEM, it has surged 100%. RXRX jumped nearly 50% following NVIDIA's disclosure, while HIMS has also gained over 50% this month. JPMorgan stated at the Healthcare Conference that AI's role in drug development is becoming increasingly important. TEM will release earnings next week. ---------------- Do you believe in the potential of AI healthcare stocks? Can TEM earnings support the high estimates?
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