Tempus AI (TEM) News

OpenAI has released its most powerful specialized model, GPT-5.4, which automates computer operations and supports plugins for AI-driven Excel and financial analysis.

OpenAI has introduced native computer control functionality for the first time in a general-purpose model. GPT-5.4 is capable of directly operating software, browsing the web, and controlling the mouse and keyboard to complete tasks. It can be deeply integrated with enterprise applications such as spreadsheets and financial analysis tools. Its desktop navigation capabilities have surpassed human benchmark levels, achieving record-high scores in web search tests and reaching or exceeding professional standards in occupational knowledge assessments. The introduction of a tool search mechanism significantly reduces token consumption. GPT-5.4 comes in two versions: Thinking, which excels in complex reasoning, and Pro, designed for high performance, with a maximum context window of one million tokens and pricing higher than that of version 5.2. A financial services suite has been launched simultaneously.

wallstreetcn03:50

Tempus AI Insider Sold Shares Worth $578,576, According to a Recent SEC Filing

MT NewswiresMar 5 05:48

What Does the Market Think About Tempus AI Inc?

BenzingaMar 4 21:00

The Biggest Keyword of This Earnings Season in the U.S. Stock Market — AI Anxiety

This earnings season reflects a significant divergence between fundamentals and market sentiment. Goldman Sachs believes the core contradiction of this earnings season lies in the pronounced disparity between robust corporate fundamentals and market fears over AI disruption. Despite earnings surpassing expectations and revenue showing steady growth, market pricing logic has been dominated by the AI narrative. On March 4, according to information from the Storm Chaser Trading Platform, Goldman Sachs' economic research team noted in their latest report that the S&P 500 Index’s Q4 earnings season is nearing its end. From a purely performance-based perspective, this has been an impressive quarter — corporate earnings grew by 13% year-over-year (initial expectations were only 7%), excluding the energy sector.

wallstreetcnMar 4 16:38

AI-Powered Tempus Inks New Multi-Year Merck Deal

BenzingaMar 4 03:33

Express News | Tempus AI announces strategic partnership with pharmaceutical giant Merck

BreakingsMar 3 21:54

Tempus AI And Merck Expand Multi-Year Collaboration To Accelerate Discovery, Development Of Precision Medicine Biomarkers And Support Merck's Oncology And Potentially Broader Therapeutic Portfolios

BenzingaMar 3 21:40

Claude experienced four outages within 10 hours, overwhelmed by traffic? Anthropic: Demand surged over the past week.

①Anthropic stated that over the past week, global demand for Claude has shown an 'unprecedented' growth trend; ②The root cause of this malfunction lies in the fact that Claude's 'access control system' was overwhelmed by a flood of users, rather than the AI model itself having issues; ③If AI tools become too deeply integrated into enterprise ecosystems, once a failure occurs, related operations can easily come to a halt.

cls.cnMar 3 21:39

Morgan Stanley Maintains Tempus AI(TEM.US) With Buy Rating, Maintains Target Price $70

Futu NewsMar 3 21:31 · Ratings

Wall Street Analysts Are Bullish on Top Healthcare Picks

TipRanksMar 3 19:40 · Ratings

Express News | Tempus AI, Inc. : Morgan Stanley Cuts Target Price to $70.00 From $85.00

BreakingsMar 3 19:06

Cursor CEO, the 'AI Programming Star': The 'Third Era' of AI Software Development Has Arrived

Michael Truell, co-founder of Cursor, recently published an article dividing the evolution of AI programming into three stages: the Tab Autocomplete Era, the Synchronous Agent Era, and the current 'Third Era' dominated by cloud-based agents. In this new era, agents can operate independently, in parallel, and over extended periods, transforming developers from 'code writers' to 'directors of agents'.

wallstreetcnMar 1 16:50

DeepSeek V4 to be launched next week? Native multimodal architecture, technical report to be released simultaneously.

①This may be a multimodal model with the ability to generate images, videos, and text; ②DeepSeek provides in-depth support for domestic computing power; ③DeepSeek will release a brief technical explanation simultaneously with the launch of V4.

cls.cnMar 1 16:01

Benzinga Bulls And Bears: Rocket Lab, Kosmos Energy, Novo Nordisk — And Nvidia Fails To Boost Markets

BenzingaFeb 28 19:42

Investors are finally starting to pay attention to traditional 'capital-intensive' enterprises, and not just because of data centers.

Goldman Sachs believes that, influenced by adjustments to U.S. tariff policies, the effective tariff rate is expected to decrease by approximately 100 basis points, providing marginal benefits to real assets in the short term. Goldman Sachs pointed out that, for the first time in the AI era, technological growth is highly dependent on physical infrastructure such as power grids, pipelines, and utilities. Capital is accelerating its flow into "HALO" hard assets, characterized by high reconstruction costs and strong regulatory barriers.

wallstreetcnFeb 28 16:14

The 'Ice and Fire' Duality in the AI Sector: Anthropic Just Got Banned, While OpenAI Secures a Deal with the Pentagon

① On Friday, OpenAI reached an agreement with the U.S. Department of Defense regarding the use of its AI models; ② On the same day, U.S. President Trump added OpenAI's competitor Anthropic to the "blacklist," ordering federal agencies to cease all business dealings with it; ③ Strangely, both OpenAI and Anthropic have identical "red line" regulations concerning AI safety restrictions.

cls.cnFeb 28 16:03

AI Disrupts 'Future Cash Flows,' Rendering 'Traditional Factors' in Wall Street Quant Strategies Ineffective

AI is disrupting traditional quantitative strategies, leading to the failure of both the 'quality' factor (high-profit stocks) and the 'momentum' factor: high-quality stocks underperformed value stocks by more than 5 percentage points in February, with stock price increases decoupling from fundamentals and only correlating with AI-related concepts. The market is shifting from chasing future cash flows to AI infrastructure stocks and high-dividend assets. 22V Research warns that AI is driving long-term changes in factor relationships, posing challenges to traditional quant manuals.

wallstreetcnFeb 28 09:23

Don't be scared off by 'AI ghost stories'! Morgan Stanley: A 'game for the brave' is about to unfold, with these industries likely to gain an upper hand.

①Morgan Stanley strategists believe that multiple sectors in the U.S. stock market have been excessively sold off due to concerns over AI disruption, creating opportunities for stock pickers; ②The team recommends investors seek out 'AI giants,' strong growth stocks, and high-quality stocks, emphasizing that companies with pricing power and actively applying AI technologies are more valuable investments.

cls.cnFeb 27 18:56

Barron's: Salesforce Shares Rise After Earnings Report, Have Software Stocks Bottomed Out?

After such a fierce sell-off, mature software companies may begin to see a rebound. However, risks remain.

Barron'sFeb 27 17:36

Is AI the "End of Software"? JPMorgan Chase Counters Market Sentiment: Fears Are Overblown, and This Is the Best Time to Buy the Dip!

The market value of software stocks has evaporated by approximately USD 2 trillion due to 'AI panic trading.' JPMorgan believes the market reaction is excessive and stated that 'currently, investors willing to look past the noise may be facing one of the best entry opportunities for high-quality software companies in recent years.' JPMorgan noted that the complete replacement of enterprise software by artificial intelligence is not expected until at least 2028, and current tools only assist workflows.

cls.cnFeb 27 16:52