Summary
⚈ Tempus AI stock surged due to strong revenue growth (up 75.9% YoY) and a $200M partnership with AstraZeneca and Pathos AI.
⚈ Despite this win, Ark Invest’s portfolio fell 14.4% in early 2025, dragged down by broader tech stock losses.
Despite a turbulent 2025, Ark Invest CEO Cathie Wood is currently sitting on a big win with her investment in Tempus AI (NASDAQ: TEM), a stock which also happens to be one of Nancy Pelosi’s most recent profitable purchases.
As of Q1 2025, Wood owned 7.5 million shares of Tempus AI, acquired at an average cost of $43.52 per share, totaling a cost basis of about $326.4 million.
With the TEM share price ending the last session at $62.69, her stake is worth about $470.2 million, representing an unrealized gain of $143.8 million. Notably, year-to-date, the equity has rallied over 80%.
Still, the Tempus win hasn’t been enough to offset broader losses in Wood’s portfolio, which plunged 14.4% in the first three months of 2025. This was dragged down by underperforming technology stocks during a volatile start to the year, compounded by the controversial trade tariffs triggered by President Donald Trump.
On the other hand, Pelosi has also profited from Tempus. At one point, it was her only winning trade in 2025 after markets plunged following the trade tariff dip.
Notably, the former House Speaker disclosed buying call options in TEM on January 14, 2025, a move that’s yielded a 96% return so far.
Drivers of TEM stock rally
Tempus’s rally has been driven by key partnerships, strong financial guidance, and investor enthusiasm around artificial intelligence (AI).
Although the company’s net loss increased by 5.1% year-over-year to $68 million in Q1 2025, investors have focused on its promising guidance and roadmap.
Revenue jumped 75.9% to $255 million, up from $145.8 million a year earlier. Its core Genomics division led with $193.8 million, an 88.9% surge, while its data services arm grew 43%.
A major catalyst has been Tempus’ $200 million deal with AstraZeneca and Pathos AI to co-develop the world’s largest multimodal oncology foundation model.
This AI-powered platform will leverage Tempus’s library of de-identified oncology data to accelerate drug discovery, identify new therapeutic targets, and advance precision medicine.
In turn, the company has raised its full-year revenue outlook to $1.25 billion, up 80% year-over-year, driven by the AstraZeneca partnership and growing momentum across its business.
Featured image via Shutterstock
