In a regulatory filing with the SEC, $NVIDIA(NVDA)$ disclosed holdings as of the end of 2024 that included $APPLIED DIGITAL CORP(APLD)$, $ARM Holdings(ARM)$ , $NEBIUS(NBIS)$, $Recursion Pharmaceuticals, Inc.(RXRX)$ and $WeRide Inc.(WRD)$ . In a separate filing, Nvidia disclosed that it no longer holds any shares of $Serve Robotics Inc.(SERV)$ .
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.
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Do you believe in the potential of AI healthcare stocks?
Can TEM earnings support the high estimates?
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