When Nvidia Corp (NASDAQ:NVDA) became the world's first $5 trillion company this week, it wasn't just another milestone in the chip wars—it was the start of a new chapter in the artificial intelligence software race. And if ARK Invest's Cathie Wood was right about one thing, it's that hardware alone doesn't win revolutions—software does.Track NVDA stock here.Nvidia's Next Leg Isn't About Chips — It's About ControlNvidia's string of new partnerships — from Uber Technologies Inc's (NYSE:UBER) robotaxi fleet t ...

Core Insights - Investors are closely monitoring the impact of AI and digitalization on revenue and margins in the health IT sector as the third-quarter 2025 earnings reporting cycle begins [1] - There is a cautious optimism among healthcare software companies, with a shift in focus towards AI-enabled systems rather than traditional platforms [1] Health IT Stocks - Omnicell (OMCL) and Tempus AI (TEM) are highlighted as two health IT stocks expected to report significant earnings and revenue gains due to strong adoption of AI-driven automation and advanced analytics [2] - Omnicell aims for revenues between $1.9 billion and $2 billion by 2025, with a projected CAGR of 14%-15% from 2021 to 2025, and targets a non-GAAP gross margin of 52%-53% [10] - Tempus AI reported a reduced net loss of $42.8 million in Q2 2025, a significant improvement from a net loss of $552.2 million in the same quarter last year, with gross profit rising 160% year over year [12] AI Integration in Health IT - Major players like athenahealth, Oracle, and Philips are introducing AI-enabled architectures, indicating a shift from traditional EHR and billing systems [3] - NVIDIA (NVDA) is establishing itself as a key AI enabler in healthcare, with its Holoscan SDK and Clara portfolio being utilized for real-time medical workloads and integrated AI solutions [4] - Palantir (PLTR) is expanding its healthcare presence through partnerships aimed at improving hospital operations and analytics [5][6] Earnings Expectations - Omnicell is expected to report Q3 earnings of 36 cents on revenues of $294 million, with upward revisions in earnings estimates [11] - Tempus AI anticipates a 36% year-over-year earnings growth and an 80.7% revenue growth for Q3, with improved operational efficiency and cost management [13]

Core Insights - Innovation in technology is accelerating, with new companies emerging to challenge established leaders in the AI sector [1] Group 1: Palantir Technologies - Palantir Technologies is valued at $416.2 billion and has transitioned from a defense contractor to a major player in AI and data analytics [2] - The company achieved its first billion-dollar quarter with a 48% year-over-year revenue increase, driven by a 53% rise in U.S. government business and a 93% surge in domestic commercial revenue [4] - Palantir secured 157 contracts exceeding $1 million, with 42 contracts over $10 million, totaling a record contract value of $2.3 billion [4] - Analysts project earnings growth of over 56.7% this year and 31.7% in 2026, despite a high valuation of 207 times forward earnings [5] - The stock is rated as a "Hold" by Wall Street, with a potential upside of 22.5% from the current levels based on the highest target estimate [6] Group 2: Snowflake - Snowflake is valued at $82.05 billion and offers a cloud-based platform for seamless data storage, management, and analysis [7]