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UBS On-Air: Market Moves

UBS On-Air: Market Moves

Signal over Noise: How to position for the next wave of AI-led scientific breakthroughs

UBS On-Air: Market Moves · Sep 14, 2026 · 7:19

0:007:19

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The recently reported AI-assisted solution to the Navier–Stokes problem points to AI’s broadening role in frontier scientific research, raising the question of where faster discovery could translate into investment value. This episode explores how that progress could open new opportunities across healthcare, energy, and advanced materials, and reinforce the long-term investment themes of AI, power and resources, and longevity.

Episodes: UBS On-Air: Market Moves

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