ServiceNow (NYSE: NOW), Palantir (NASDAQ: PLTR), and Tempus AI (NASDAQ: TEM) each represent a different path to owning the AI economy. ServiceNow aims to become the digital workforce platform as enterprises automate governed workflows, leveraging its scale, recurring revenue, and embedded software. Palantir is embedding AI into mission-critical decisions across government, defense, and commercial markets, although its premium valuation requires sustained execution. Tempus AI is the most speculative of the three, but its growing oncology data ecosystem and expanding pharmaceutical partnerships could create a powerful data moat that becomes increasingly difficult for competitors to replicate.
A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/ricko to get access to my special offer. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.
