Bloomberg Surveillance · Friday, September 18, 2026
Beyond the current build-out of AI systems, an expert anticipates that the monetization of AI will be a significant driver of future earnings growth. This includes potential applications in areas like healthcare for drug discovery and in industrials through automation, leading to margin improvements.
“But over the longer term, we do think that that will also yield to the monetization of AI.”
“Particularly, I mean, even look like areas of healthcare, like the opportunity to monetize and bring down the cost curve for drug discovery can have huge implications for for earnings expectations going forward.”
“Also, I think even we touched upon industrials earlier, automation as well and what that can mean for margins going forward.”