$TEM

Tempus AI (TEM) shares surged 29.98% this week after Morgan Stanley highlighted new reimbursement-driven revenue growth. CEO Eric Lefkofsky estimated xT pricing could add $80M-$100M in 2025, and xF approval $250M-$300M annually. Q2 revenue was $382.49M, up 21.6% YoY, with full-year guidance raised to $1.595B-$1.605B. Analysts revised FY2027 EPS estimates positively, with a consensus revenue estimate of $1.97B.

Vicor Corp (VICR) shares rose 13.5% to $208.73 after granting a license for its patents. Other stocks gaining include Securitize (SECZ) +21%, Generac (GNRC) +19.6%, and Arm (ARM) +6.7%. Generac's rise follows a supply deal with Amazon and a price target increase. Micron (MU) gained 5.6% amid a memory stock rally.

Tempus AI Inc. (TEM) shares rose 6.62% after Piper Sandler upgraded it to Overweight with a $76 price target. The company reported Q2 2026 revenue of $382.5M, up 22% YoY, and turned profitable. TEM is acquiring Personalis for $1.5B to expand its tumor-sequencing platform. The stock trades near $66.33, with strong cash position and improving margins.

ARK Invest, led by Cathie Wood, sold shares in multiple crypto-linked holdings, including ARKB, COIN, CRCL, and BMNR. The firm trimmed over 1.5% of its Bitcoin ETF (ARKB) positions. Bitcoin's price fell below $77,000, and retail sentiment remained bearish. Other tech stocks like AMZN, AMD, and SHOP were also reduced.

On CNBC’s 'Final Trades,' analysts picked Snowflake (SNOW), Tempus AI (TEM), Chubb (CB), and Nvidia (NVDA). Snowflake reported Q2 revenue of $1.55B, beating estimates. Tempus AI received an Overweight rating and $80 target from Cantor Fitzgerald. Chubb's target was raised to $360 by Morgan Stanley. Nvidia was initiated with an Overweight rating and $300 target by Piper Sandler.

Cathie Wood's Ark Invest increased positions in space, fintech, crypto, and biotech, buying 705K Rocket Lab shares. They reduced stakes in Palantir and Tempus AI.

Moderna and Merck's personalized mRNA cancer vaccine (mRNA-4157) met its primary endpoint in Phase 3 trials, boosting their market value by over $50 billion. The success highlights the role of sequencing companies like Tempus AI and Personalis, which provide genetic profiling for personalized vaccines. Tempus AI's planned acquisition of Personalis faces competition as Personalis' stock surpasses the offer price, sparking speculation of a bidding war. The deal's strategic value lies in Personalis

Fukushima Ryan (CEO, Data) sold 30,846 indirectly-held shares of Tempus AI, Inc. (TEM) at an average of $62.71 ($62.12–$64.63, $1.93M total) across 4 trades on 2026-09-01 under a Rule 10b5-1 trading plan.

Tempus AI (NASDAQ: TEM) received FDA clearance for its AI tool, Tempus ECG-PH, which analyzes ECGs for pulmonary hypertension. This is the third FDA-cleared device in its cardiovascular portfolio. Tempus shares rose 5.09% to $70.04, driven by positive Phase 3 trial results from Moderna and Merck, which validate the $1.5 billion acquisition of Personalis.

Tempus AI (TEM) stock rose 2% after Cantor Fitzgerald initiated coverage with an Overweight rating, citing undervaluation in its Data and Applications segment. The company ended a three-day losing streak. Cantor highlighted a valuation mismatch in the segment. TEM is a healthcare data and artificial intelligence company.