Nancy Pelosi, a name frequently associated with high-profile stock trades, has disclosed a significant new investment.
On January 17, 2025, Pelosi reported purchasing 50 call options in Tempus AI (NASDAQ: TEM), a health tech company pioneering artificial intelligence solutions for precision medicine.
The investment, valued between $50,000 and $100,000, marks the first time a politician has traded this stock, according to Finbold’s Senator Trade Tracker Tool.
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Following the disclosure, Tempus AI’s stock skyrocketed, jumping from a Friday close of $35.15 (+1.15%) to a pre-market price of $42.56 (+21.08%) on Tuesday morning. This surge has positioned Tempus AI as a focal point for investors who are tracking or mimicking Pelosi’s portfolio.
Tempus AI, a health tech innovator
Tempus AI, which went public in June 2024, focuses on leveraging artificial intelligence to improve precision medicine. Its flagship product, an AI-powered assistant for physicians, is seen as a potential disruptor in healthcare.
Despite its innovative offerings, Tempus has faced headwinds since its IPO, with shares trading approximately 12% below their initial listing price before Pelosi’s disclosure.
Last week, Tempus reported robust 2024 earnings, showcasing solid growth in its AI-driven healthcare solutions. However, market sentiment has been mixed.
Concerns arose after a notable stakeholder sold $33.1 million worth of shares, raising questions about the sustainability of its contract research division’s revenue stream.
Why Pelosi’s trade stands out
Pelosi’s investment has drawn particular attention because of the company’s relatively small size, with a market cap of less than $6 billion, and the fact that this is her first trade involving Tempus AI.
Her portfolio typically includes high-growth tech heavyweights like Alphabet Inc., NVIDIA, and Amazon, making this move into a less-established, niche health tech company noteworthy.
The 21% pre-market surge in Tempus AI’s stock reflects the significant influence Pelosi’s financial disclosures can have on market sentiment. However, the stock’s outlook remains uncertain.
While its AI assistant for physicians is well-positioned to capitalize on the growing demand for AI in healthcare, the company faces challenges in overcoming recent shareholder concerns and proving the long-term viability of its revenue streams.
Featured image via Shutterstock
