Bloomberg, the OG of financial data firms, has a potent new AI agent. How it built it holds lessons for other companies
Bloomberg has launched AskB, an AI-powered agent that allows users to navigate its terminal using natural language and generate investment analyses, research reports, and financial models. The system leverages a wide range of proprietary and third-party data sources, including alternative datasets, to deliver sophisticated insights. Bloomberg's integration of AI reflects its response to competitive pressures from AI-native startups and evolving user expectations in financial services.
- ▪AskB is the most significant overhaul of the Bloomberg Terminal in the company's history, enabling natural language queries and agentic functions like building investment screens and generating research reports.
- ▪The system uses a combination of AI models, including proprietary models and those from companies like Anthropic, to process data and deliver insights.
- ▪AskB draws on diverse data sources such as Bloomberg News, sell-side research from over 800 providers, market data, and alternative datasets like anonymized credit card transactions and satellite imagery.
- ▪Bloomberg's use of machine learning and large language models has evolved over years, accelerating since the rise of generative AI in 2022.
- ▪The company emphasizes that its unique access to and consolidation of high-value financial data remains a key competitive advantage in deploying AI effectively.
Fortune files mainly under business. We currently carry 643 of its stories.
Story provenance
Source · retrieval · rights · ranking — open for full record
inspect →
Attribution is not the same as permission. This drawer separates discovery metadata, excerpts, WeSearch-generated summaries, reuse status, and whether the publisher receives the visit. Nothing here claims a legal grant the publisher has not made.
Record
| Original publisher | Fortune |
| Canonical URL | https://fortune.com/2026/04/28/bloomberg-askb-ai-agents-lessons-from-bloomberg-cto-shawn-edwards-eye-on-ai/ |
| Publication time | Tue, 28 Apr 2026 21:15:57 +0000 |
| Retrieval time | 2026-04-28T21:19:39.788Z |
| Last seen | 2026-04-28T21:19:39.788Z |
| Headline source | Publisher (no WeSearch rewrite) |
| Excerpt source | publisher body |
| Excerpt method | First ~120 words (~800 chars) of extracted publisher body, fair-use limited. |
| Summary | WeSearch · cerebras-chat (WeSearch summarizer) |
| Summary source text | contentText |
| Citation coverage | Summary is a WeSearch-generated derivative; primary citation is the original publisher URL. |
| Cluster | UfwLg7uQsLYV |
| Cluster logic | Grouped by semantic title/content similarity across sources within a rolling window. Same-publisher template collisions are excluded from coverage comparison. |
| Ranking reason | Story pages are not engagement-ranked. Hub feeds use recency, with optional source-diversified chronological ordering (cap consecutive stories per source). No personalized ranking. |
| Publisher visit | Yes — open original |
| Substitutes article? | No — link-out required for full text |
Rights status (four layers)
WeSearch handling by dimension
| Indexing | May the item be indexed (stored, ranked, made findable)? | Allowed |
| Snippet | May a short excerpt of the publisher's text be shown? | Allowed |
| AI summary | May WeSearch generate its own short summary of the article? | Limited |
| Retrieval / RAG | May the content be exposed for third-party retrieval-augmented generation? | Not asserted |
| Model training | May the content be used to train AI models? | Not asserted |
| Commercial reuse | May the content be reused commercially? | Not permitted |
Basis: Derived from the published RSS/Atom feed. Contact: [email protected]. Reviewed: 2026-07-24.
Opening excerpt (first ~120 words) tap to expand
Hello and welcome to Eye on AI. In this edition…China blocks Meta’s purchase of Manus…OpenAI falls short of its revenue and growth targets…Anthropic shows AI models can help advance AI safety research…Sen. Bernie Sanders’s decision to invite Chinese AI experts to a Capitol Hill panel provokes China hawks’ ire.Recommended Video In their battle for enterprise sales, both OpenAI and Anthropic have been targeting financial services firms. That’s not surprising. As that old joke about why criminals rob banks says: It’s where the money is. OpenAI supposedly has a battalion of ex-investment analysts helping to build a yet-to-be-launched agentic AI financial analysis product. Anthropic has been rolling out financial modeling skills for its Claude Code, Cowork, and Claude for Finance products.
…
Excerpt limited to ~120 words for fair-use compliance. The full article is at Fortune.
Discussion
0 commentsMore from Fortune
