Bloomberg Terminal

The conversation around AI in finance is moving quickly from experimentation to execution and shifting the measurement of ROI of AI from efficiency to effectiveness.

At Bloomberg’s AI in Finance Summit in New York, senior financial executives came together to discuss where AI is creating measurable value, how it is reshaping investment workflows, and what responsible adoption looks like as the technology becomes more agentic.

We also demonstrated the next evolution of ASKB, showing how investors can bring their own professional context from their Instant Bloomberg (IB) chats, Worksheets and files into the same conversation as Bloomberg’s data, news, research and analytics.

A few signals from our audience polling stood out:
🔹 66% said full-workflow AI assistants are the advancement they are most excited about.

🔹 85% said AI is either already integrated into daily workflows or is currently being piloted and tested at their organization.

🔹 Security and privacy ranked as the biggest barrier to broader AI adoption, followed by regulatory and compliance concerns.

🔹 When it comes to trust, source attribution ranked highest, reinforcing that confidence in AI for finance depends not just on what it can do, but on the transparency and verifiability of its outputs.

Learn more about AI at Bloomberg: bloom.bg/4zsdxoq

More than 250 data and technology leaders joined us at Bloomberg’s New York headquarters for the Enterprise Data & Technology Summit: Data in the Age of AI.

The conversation centered on how:
🔸 AI is moving decisively from experimentation to scaled deployment, with governance, compliance, data quality and workflow integration emerging as the biggest barriers to moving beyond pilots.

🔸 Trusted, AI-ready data is becoming even more critical as agents emerge as a new consumer of financial information, increasing the need for high-quality, well-governed data that can be accessed natively across cloud and enterprise environments.

🔸 Bloomberg highlighted the evolution of its enterprise data platform, including Data License Plus, QDS and cloud delivery through Snowflake and Databricks, designed to make data easier to discover, evaluate and integrate into quantitative and AI-driven workflows.

🔸 The human element remains central to successful AI adoption, with domain expertise, judgment and accountability still essential even as AI takes on more data aggregation, pattern recognition, research and execution tasks.

🔸 AI is expected to materially reshape investment research and alpha generation, accelerating discovery and productivity while also compressing the lifespan of differentiated insights and raising the importance of efficient, well-governed AI infrastructure.

🔸 Private markets are becoming a major focus for data and AI innovation, with firms seeking greater transparency and a more connected view across public and private assets. Bloomberg’s acquisition of Canoe Intelligence was highlighted as a step toward enabling a more complete “total portfolio view.”

Thank you to our speakers, clients and attendees for the conversation.

How could the US midterm elections reshape policy pressure across industries, including AI and tech regulation, agriculture, energy, and private equity? ⚖️

Depending on how control of Congress shifts, the election could change the balance between legislation, executive action and deregulation.

@BBGIntelligence breaks down what could come next for policy, markets and corporate strategy after the midterms.

Terminal clients can access the link to read the full outlook: bloom.bg/3WjWYg4

Halloween spending may be rising, but chocolate is telling a different story. 🍫🎃

@BBGIntelligence analysis shows how higher prices and affordability pressures are reshaping chocolate demand this Halloween:

👻 Volumes are falling: Halloween chocolate volumes could decline as much as 11% this year.
👻 Seasonal chocolate is feeling the squeeze: Volumes are down 14%, compared with a 6.5% decline for nonseasonal chocolate.
👻 Consumers are looking for value: Mass-market and private-label products are proving more resilient as elevated prices weigh on premium brands.

📖 Read the full Bloomberg Intelligence analysis on what Halloween chocolate sales reveal about pricing, demand and shifting consumer behavior: bloom.bg/4ieseWf

Need to find liquidity in fast-moving credit markets? 📈

Use natural language in IMGR <GO> to screen fixed income inventory against your criteria and see relevant live axes in one place.