Key Takeaways TEM stock surged 82.4% in a year, sharply outperforming its industry peers and the broader market. TEM's Genomics sales more than doubled as testing volumes rose 33% and Ambry integration lifted efficiency. Data & Services revenues grew 26.1%, Paige boosted AI scale, and TEM posted positive adjusted EBITDA. Tempus AI (TEM) has shown impressive momentum in the past 12 months, with its shares rising 82.4%. This has significantly outperformed the industry, which grew 2.6%, as well as the S&P 500 ...

Vi e w p o i n t | 07 Jan 2026 04:18:39 ET │ 31 pages China Healthcare 2026 Outlook: Rally Started by Speculators, But Buoyed by Fundamentals CITI'S TAKE We believe speculators fueled the 1H25 rally, but improvement in fundamentals in 2H25, characterized by corrections and proven sciences, is what drew long-term investors back. Starting 2026, we see supportive policies, innovation, and commercial insurance expansion creating all- rounded sustainability for growth of the healthcare industry (HC). Business De ...

Welcome back. Healthcare is the best performing sector over the last three months as investors rotate out of high-flying tech and AI names in favor of better valuations. Our next guest is here with his outlook for the sector and his best ideas for 2026.Jared Holtz is a healthcare strategist at Missouo. Jared, before we get to the what I think is the most interesting part of this, let's do the broad uh overview. Had a nice run.Yep. >> Is it over or does it continue to 2026 for the sector. >> I think it'll co ...

GAIL (India) has signed a non-binding Memorandum of Understanding (MoU) with the Government of Chhattisgarh for development of a greenfield gas-based fertiliser project in the state of Chhattisgarh. As per the MoU, GAIL will undertake detailed techno-economic studies for setting up a urea manufacturing plant of 12.7 lakh metric tonnes (LMT), proposed to be strategically located along GAIL’s Mumbai–Nagpur–Jharsuguda Natural Gas Pipeline (MNJPL) corridor. Based on the techno-economic evaluation, investment de ...

Core Viewpoint - The AI health sector is rapidly evolving, with significant advancements in technology and user engagement, particularly in rural areas where AI applications are improving healthcare access and management [2][3][8]. Group 1: Market Dynamics - The integration of AI into the health sector is accelerating faster than anticipated, with notable examples such as a young village doctor using AI to create health records for over 200 elderly residents [2][3]. - Major companies, including Ant Group and Huawei, are entering the AI health space, indicating a growing recognition of its potential despite previous limitations in model accuracy and data availability [5][6]. - The AI health application "Antifufu" has achieved over 15 million monthly active users within six months of launch, answering over 5 million health inquiries daily, with 55% of users from lower-tier cities [7][8]. Group 2: Growth Potential - The market for AI in healthcare in China is projected to grow from 8.8 billion yuan in 2023 to 315.7 billion yuan by 2033, highlighting the sector's vast potential [8]. - The rapid growth of AI health applications is validated by data from authoritative institutions, indicating a robust demand for AI-driven health solutions [8]. Group 3: AI's Role in Healthcare - AI is positioned as a complement to healthcare professionals rather than a replacement, enhancing the efficiency of the healthcare system by managing non-urgent inquiries and allowing doctors to focus on complex cases [10][13][16]. - Antifufu utilizes a sophisticated AI model trained on extensive medical literature and data, ensuring high accuracy in health assessments and recommendations [18][20]. Group 4: User Engagement and Features - Recent upgrades to Antifufu allow users to set health goals and receive personalized plans for diet, exercise, and medication, fostering healthier habits [23][25]. - The app integrates with various smart devices and allows users to manage health records, making it a comprehensive tool for personal health management [27][28]. Group 5: Future Outlook - The evolution of AI in healthcare signifies a shift towards a more integrated and user-friendly approach, with Antifufu exemplifying this trend as a "health friend" for users [29].

Core Insights - AngelEye Health has successfully closed a $9 million Series C funding round aimed at enhancing its neonatal and pediatric care solutions and accelerating the adoption of its AIVision platform [1][4] - The funding will support product innovation, commercial expansion, and the development of intelligent inpatient environments to improve care delivery [1] Funding Details - The equity round was led by Mountain Group Partners, with participation from Brad Whitmore and other existing investors [2] - Nationwide Children's Hospital joined as a new investor, with its finance and treasury vice-president Luke Brown set to join AngelEye's board of directors as an observer [2] Platform Usage and Impact - AngelEye Health's platform is currently utilized by over 350 hospitals, reaching approximately 20% of neonatal intensive care unit (NICU) families across the United States [2] - The platform offers real-time family connection through secure livestream video, workflow management with MilkTracker, and discharge readiness support via NICU2Home [3] Strategic Goals - The funding will enable the company to bring the AIVision platform to market while continuing to scale existing solutions that have established it as a trusted partner to numerous hospitals nationwide [4] - The introduction of AIVision in April 2025 will integrate computer vision and AI into NICU and pediatric unit settings [4]

Core Insights - NeuralCloud is enhancing its global wellness and B2B health practitioner delivery model through high-fidelity cardiac signal processing and digital health integration [1] - The partnership positions MaxYield™ as a central AI engine for next-generation smart rings and consumer cardiac monitoring within the broader INTRINSICA platform [1]

Group 1 - Theta Gold Mines (ASX: TGM) has completed the procurement of key long-cycle processing equipment for its TGME gold project, ensuring the project continues to progress as planned [4] - The company has signed equipment orders with South African metallurgical engineering firms Kemix and MIP Industries, covering essential equipment such as mixers, electro-winning circuits, thickeners, flocculant systems, and control instruments [4] - Installation and delivery schedules for these facilities have been established, with suppliers also participating in equipment commissioning and providing on-site training to ensure smooth production [4] Group 2 - The current earthworks and civil engineering progress is stable, with cost control remaining within budget, moving closer to the target of commencing production by the end of 2026 [4] - The project is expected to create over 500 jobs locally, injecting significant economic vitality into the area upon full production [4] - Bill Guy, Executive Chairman, emphasized that the finalization of key equipment marks an important milestone for the TGME project, which is progressing steadily in both mechanical and civil engineering aspects [4] Group 3 - National Storage REIT (ASX: NSR) has signed a scheme implementation agreement with a consortium led by Brookfield and GIC to acquire all issued securities at a cash price of AUD 2.86 per stapled security [16] - The transaction implies an equity value of approximately AUD 4 billion, representing a premium of about 26.5% over NSR's closing price and a premium of approximately 10.9% over net tangible assets [17] - The board unanimously supports the transaction, indicating it reflects recognition of the high-quality, growth-potential assets within NSR's portfolio [17] Group 4 - Vulcan Energy Resources Ltd (ASX: VUL) has launched an AUD 1.1 billion equity financing plan, following the completion of an AUD 710 million institutional placement and entitlement offer [19] - The company has secured strategic financing support worth EUR 2.2 billion (AUD 3.9 billion) from various European and international government-related entities to accelerate the development of its Lionheart lithium and renewable energy project [20] - The Lionheart project aims to produce 24,000 tons of lithium hydroxide monohydrate annually, sufficient for manufacturing 500,000 electric vehicle batteries each year [21]

Company Leadership Change - Christopher Cherry will assume the role of Interim Chief Financial Officer, replacing David Worner, effective December 8, 2025 [1] - The company expresses gratitude to Mr. Worner for his contributions and wishes him well in future endeavors [1] Stock Options and Restricted Share Units - The company has granted a total of 579,028 stock options, exercisable at $0.84 per share, valid for a term of three to five years [2] - Additionally, 931,112 restricted share units have been issued, valid for a term between two to five years, to executive officers, directors, and consultants [2] - These stock options and restricted share units are part of the company's share compensation plans and are subject to vesting conditions [2] Company Overview - Rocket Doctor AI Inc. provides AI-powered healthcare solutions aimed at improving access to high-quality healthcare throughout the patient journey [3] - The company's technology includes the Global Library of Medicine (GLM), a clinically validated decision support system developed with input from numerous physicians globally [3] Digital Health Platform - Rocket Doctor Inc. operates an AI-powered digital health platform and marketplace, enabling over 300 MDs to provide care for more than 700,000 patient visits [4] - The technology allows doctors to independently launch and manage virtual or hybrid in-person practices, enhancing efficiency and patient access [4] Commitment to Underserved Communities - The company aims to reduce administrative burdens and improve physician-patient interactions, particularly in underserved, rural, and remote communities in Canada [5] - It also supports patients on Medicaid and Medicare in the United States, focusing on making healthcare more scalable, equitable, and patient-centered [5]

Core Insights - GE HealthCare has announced the submission of 510(k) applications to the FDA for its next-generation SIGNA MRI technology, which aims to enhance efficiency, patient experience, and sustainability in healthcare [2][19] - The new SIGNA lineup includes advanced MRI systems designed to address the increasing demand for imaging services and improve diagnostic precision for clinicians [4][5] Product Innovations - The SIGNA Bolt is a high-field, clinical wide bore 3.0T MRI system that combines ultra-high gradient performance with sustainable design, aiming for precision imaging and low operational costs [5][7] - The SIGNA Sprint with Freelium is a helium-free 1.5T MRI system designed to provide high image quality and operational autonomy, expanding access to MRI technology [9][10] Technological Advancements - Both MRI systems are powered by SIGNA One, an AI-driven workflow platform that aims to streamline MRI exams from planning to reporting, enhancing clinical efficiency [7][12] - The integration of NVIDIA technology is expected to enhance the performance of GE HealthCare's MRI products by accelerating deep learning reconstruction models [15] Market Context - The demand for MRI services is increasing, leading to longer wait times and burnout among radiologists, necessitating smarter and more sustainable solutions [3][4] - GE HealthCare's innovations are positioned to meet the urgent need for greater access and efficiency in MRI technology [4][17] Company Overview - GE HealthCare is a leading global healthcare solutions provider with a focus on medical technology and integrated AI-enabled solutions, generating approximately $19.7 billion in revenue [18]