Core Insights - AppLovin shares surged 11.2% last week, driven by Bank of America's defense of the stock after a post-earnings sell-off [1] - Tempus AI also saw an 11% increase, attributed to a preliminary Q4 report showing an 83% year-over-year revenue growth [1] - Micron Technology gained 4.01% as Bank of America raised its price target due to increasing AI memory demand [1] AppLovin - AppLovin's stock price increased significantly after Morgan Stanley raised its price target to $800, maintaining an Overweight rating [1] - The company reported Q4 2025 revenue of $1.66 billion, a 66% increase year-over-year, with an adjusted EBITDA margin of 84% [1] - Despite the recent gains, AppLovin is still down approximately 38% year-to-date from January highs, leading to discussions about its valuation among investors [1] Tempus AI - Tempus AI's stock rose following a preliminary Q4 2025 report indicating revenue of $367 million, an 83% increase year-over-year, and a record total contract value exceeding $1.1 billion [1] - The diagnostics segment experienced a remarkable growth of 121% year-over-year [1] - CEO Eric Lefkofsky expressed confidence in the company's strong position entering 2026, with a net revenue retention rate of 126% [1] Micron Technology - Micron's stock price increased after Bank of America raised its price target, citing accelerating demand for high-bandwidth memory in AI infrastructure [1] - The company reported cloud memory revenue of $5.28 billion in fiscal Q1 2026, nearly doubling year-over-year, with a gross margin of 66% [1] - Micron is recognized as one of the few companies capable of supplying high-bandwidth memory at scale, with 37 out of 43 analysts rating the stock as a buy or strong buy [1] AI Sector Overview - The VanEck Semiconductor ETF rose 1.8%, indicating a positive trend in the AI sector, particularly in semiconductors [1] - Software stocks are struggling, while segments like memory and networking are experiencing strong gains [1] - The broader AI market is characterized by significant divergence, with semiconductors leading the performance [1]

Core Insights - Artificial intelligence, particularly generative AI, is significantly transforming the MedTech industry, with companies like Tempus AI, Inc. leading the way in AI-driven healthcare solutions [1] Product Developments - Tempus launched its HRD-RNA algorithm in February 2026, a next-generation AI model designed to identify patients likely to respond to platinum-based chemotherapy or PARP inhibitors [2] - In January 2026, Tempus introduced Paige Predict, an AI-powered digital pathology application that analyzes whole slide images to assist in testing decisions [3] - Tempus received FDA clearance in July 2025 for its ECG-Low EF software, which uses AI to identify patients with low left ventricular ejection fraction [3] - The company also launched Notetaker in May 2025, an AI clinical assistant that records patient sessions to generate clinical notes for electronic health records [3] Industry Collaborations - GE HealthCare is collaborating with NVIDIA to utilize AI and high-performance computing to enhance patient comfort and reduce radiologist burnout [4] - Stryker's Mako SmartRobotics platform integrates AI to improve surgical accuracy in knee and hip procedures, with significant adoption and a recurring revenue model [5] Financial Performance - Tempus' stock has decreased by 21.9% over the past year, while the industry has seen a decline of 37.8%, contrasting with a 14.8% increase in the S&P 500 [6] - The company's current forward Price-to-Sales ratio is 6.63X, higher than the industry average of 5.66X, indicating an expensive valuation [9] Earnings Estimates - Tempus' loss per share estimates for 2025 have remained stable over the past 30 days, with projections of -0.59 for the current year and -0.21 for the next year [10][11]

Core Insights - The article discusses the investment strategy of Duan Yongping, highlighting significant changes in his portfolio as of the end of 2025, with a total market value of approximately $17.489 billion, equivalent to over 120 billion RMB [2]. Group 1: Portfolio Adjustments - Duan Yongping significantly reduced his position in Apple, which was previously his largest holding, with a decrease of 7.09% in shares held [4]. - He increased his stake in Nvidia by over 1,110.62%, raising his holdings to 7,237,100 shares valued at approximately $1.35 billion [4]. - Duan also added to his positions in Google and Pinduoduo, while drastically cutting his investment in ASML by 87.63% [3][4]. Group 2: New Investments - Duan initiated small positions in three AI-focused companies: CoreWeave, Credo Technology, and Tempus AI, with respective portfolio allocations of 0.12%, 0.12%, and 0.04% [2][4]. - The portfolio reflects a strategic shift towards technology and AI sectors, indicating a focus on emerging trends in the market [2].

Quick Read Tempus AI (TEM) launched an AI algorithm identifying cancer patients responsive to platinum-based chemotherapy using RNA analysis. Tempus reported preliminary Q4 revenue of $367M, up 83% year-over-year. Total contract value exceeded $1.1B. Analysts set a consensus target of $85.69 for Tempus with nearly 50% upside. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. Tempus AI, Inc. (NASDAQ:TE ...

Core Insights - Tempus AI (TEM) shares increased following the launch of a new AI algorithm for identifying cancer patients responsive to platinum-based chemotherapy, with preliminary Q4 revenue reported at $367 million, an 83% year-over-year increase, and total contract value exceeding $1.1 billion [1] Group 1: Company Developments - Tempus AI introduced the Pan-Cancer HRD-RNA algorithm, which utilizes RNA analysis to identify Homologous Recombination Deficiency, offering a real-time view of tumor biology [1] - The algorithm has shown that patients with HRD-RNA positive metastatic pancreatic cancer have significantly lower mortality risk compared to those receiving non-platinum therapies [1] - The algorithm is currently available for research purposes, with clinical availability anticipated later in 2026 [1] Group 2: Financial Performance - Preliminary Q4 revenue for Tempus was reported at $367 million, marking an 83% increase year-over-year [1] - The total contract value for Tempus exceeded $1.1 billion, indicating strong demand for its services [1] Group 3: Market Sentiment - Analysts have set a consensus target price of $85.69 for Tempus, suggesting nearly 50% upside from current trading levels [1] - The stock has received 2 Strong Buy and 5 Buy ratings, reflecting confidence in Tempus's revenue growth and expanding AI-driven diagnostics platform [1] - Despite recent volatility, the stock remains down 18.54% over the past month, indicating potential market concerns ahead of the earnings report [1]

Core Insights - Tempus AI has introduced its new HRD-RNA algorithm, an AI-driven tool aimed at enhancing the detection of homologous recombination deficiency (HRD) in tumors, which has positively impacted its stock price [1][6] Product Development - The HRD-RNA algorithm analyzes gene expression to identify patients who may benefit from platinum-based chemotherapy or PARP inhibitors, providing a more dynamic assessment of tumor biology compared to traditional genomic methods [2] - A real-world validation study indicated that HRD-RNA–positive metastatic pancreatic cancer patients treated with first-line platinum-based regimens experienced a significant reduction in mortality risk compared to those receiving non-platinum therapies [2] - The company plans to make the HRD-RNA test clinically available later this year, offering physicians a functional view of HRD status by examining the transcriptome [3] Technical Analysis - The stock is currently trading 8.3% below its 20-day simple moving average (SMA) and 25.8% below its 100-day SMA, indicating a bearish trend [4] - Over the past 12 months, shares have decreased by 35.86%, positioning them closer to their 52-week lows [4] - The RSI is at 35.53, indicating neutral territory, while the MACD shows a value of -3.9401, below its signal line, suggesting bearish pressure [4][5] Analyst Outlook - Tempus AI is set to report earnings on February 24, 2026, with an EPS estimate of a loss of 13 cents, improved from a loss of 18 cents year-over-year [7][10] - Revenue estimates stand at $364.25 million, up from $200.68 million year-over-year [10] - The stock carries a Buy Rating with an average price target of $76.60, although recent analyst actions indicate mixed sentiments with some lowering their targets [8][10] Market Position - The company is positioned as a leader in precision medicine, leveraging AI to enhance treatment options and potentially improve patient outcomes [6] - Key resistance for the stock is identified at $61.50, while key support is at $50.00 [9] - Tempus AI shares were up 3.41% at $54.35 during premarket trading, reflecting some positive market activity [11]

Core Insights - Tempus AI, Inc. (TEM) is set to report its fourth-quarter 2025 results on February 24, with expectations of an 82.8% year-over-year revenue increase to $366.8 million [2][7] - The company reported an adjusted loss of 11 cents per share in the last quarter, which was better than the Zacks Consensus Estimate of a loss of 16 cents [1] - Tempus has seen a share price decline of 32.9% in the fourth quarter due to macroeconomic challenges, despite strong momentum from strategic acquisitions and product launches [3][7] Financial Performance - The Zacks Consensus Estimate for loss per share has remained unchanged at 2 cents over the past 30 days [2] - The company's earnings estimate revision trend shows consistent expectations for the current quarter and the next, with losses projected at -0.02 for Q4 and -0.13 for Q1 2026 [3] - In the previous quarter, Tempus achieved a gross profit improvement of 98.4% year-over-year, and adjusted EBITDA turned positive, indicating progress towards profitability [14] Market Position and Competitive Landscape - Tempus trades at a forward price-to-sales (P/S) ratio of 5.82X, which is above the industry average of 5.66X and higher than competitors like 10x Genomics (3.83X) and SOPHiA GENETICS (3.69X) [16] - The Zacks Medical Info Systems industry experienced a loss of 21.6% during the same period, while the S&P 500 gained 3.3% [4] Strategic Developments - Recent collaborations include a multi-year partnership with Whitehawk Therapeutics for oncology treatments and a selection by the Advanced Research Projects Agency for Health to provide testing services [8] - The Genomics segment is expected to show improvement due to growth in oncology testing and hereditary sequencing, while the Data and Services business is likely to benefit from strong demand for proprietary data licensing and AI solutions [9][10] - Tempus has enhanced its capabilities through the acquisition of Paige, an AI leader in digital pathology, and expanded its collaboration with Northwestern Medicine to integrate AI into clinical workflows [12] Future Outlook - The AI market is anticipated to grow rapidly, positioning Tempus to capitalize on emerging opportunities in healthcare [17] - Despite recent upsides, the company's premium valuation and lack of near-term profitability may limit immediate gains [18]

Core Insights - H&H International Investment reported a total market value of $17.5 billion for its U.S. stock holdings as of December 31, 2025, an increase from $14.7 billion in the previous quarter, reflecting a growth of approximately 13.79% [1][2]. Holdings Summary - The portfolio included 3 new stock purchases, increased holdings in 6 stocks, reduced holdings in 5 stocks, and did not completely sell out of any positions [1][2]. - The top ten holdings accounted for 99.66% of the total market value, indicating a concentrated investment strategy [1][2]. Top Holdings - Apple (AAPL.US) remains the largest holding with approximately 32.36 million shares valued at about $8.8 billion, making up 50.30% of the portfolio, although the number of shares decreased by 7.09% from the previous quarter [2][3]. - Berkshire Hathaway (BRK.B.US) is the second-largest holding with around 7.18 million shares valued at approximately $3.6 billion, increasing its share count by 38.24% [2][3]. - Nvidia (NVDA.US) ranks third with about 7.24 million shares valued at approximately $1.3 billion, showing a significant increase of 1110.62% in share count [3]. - Pinduoduo (PDD.US) is fourth with around 11.56 million shares valued at approximately $1.3 billion, with a 34.55% increase in shares [3]. - Google (GOOG.US) is fifth with about 1.86 million shares valued at approximately $600 million, with a 2.48% increase in shares [3]. Significant Changes - H&H significantly increased its holdings in Microsoft (MSFT.US) and Taiwan Semiconductor Manufacturing Company (TSM.US), with share counts rising by 207.66% and 370.95%, respectively [3]. - The firm notably reduced its position in ASML (ASML.US), decreasing its share count by 87.62% [3]. - New positions were established in CoreWeave (CRWV.US), Credo Technology (CRDO.US), and Tempus AI (TEM.US), focusing on AI and data center solutions [3]. Buying and Selling Trends - The top five stocks purchased based on percentage change were Nvidia, Berkshire Hathaway, Taiwan Semiconductor, Microsoft, and Google [4]. - The top five stocks sold based on percentage change included Apple, Occidental Petroleum (OXY.US), Alibaba (BABA.US), ASML, and Disney (DIS.US) [5].

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Core Insights - Cathie Wood's ARK Invest has increased its stake in Tempus AI, acquiring 210,000 shares, indicating confidence in the company's potential in the AI healthcare sector [1] - Tempus AI now represents 5.17% of the ARK Innovation ETF and 8.3% of the ARK Genomic Revolution ETF, highlighting its significance in ARK's investment strategy [1] Company Overview - Tempus AI is valued at $9.24 billion and operates as a mid-cap healthcare tech company that utilizes AI to analyze extensive medical data, including DNA, lab results, and clinical outcomes, to aid personalized treatment decisions [4] Financial Performance - For Q4, Tempus reported revenue of $367 million, marking an 83% year-over-year increase, with diagnostics revenue reaching approximately $266 million, up 121% year-over-year [5] - Full-year revenue totaled $1.27 billion, also an 83% year-over-year increase, with diagnostics revenue of about $955 million, reflecting a 111% year-over-year growth [6] - The company experienced organic growth of roughly 30% in its full-year results, with significant contributions from oncology and hereditary testing volumes [6] Future Outlook - CEO Eric Lefkofsky anticipates 2025 to be a remarkable year, with accelerating growth in genomics volumes and enhanced financial leverage from Tempus's platform model [7] - The company is set to report its fourth quarter and full-year earnings on February 24, which may provide further insights into its growth trajectory [7]