Bloomberg Surveillance · Thursday, July 16, 2026
Dan Ives suggests that financials are leading the way in the AI revolution, with significant growth potential in the coming years. He points to areas like small banks, insurance companies, and asset managers as beneficiaries of this trend, emphasizing that the move in financials is still in its early stages.
“Healthcare is going to think be pockets of their financials look amazing. You don't need a direct for AI for financials. But I think you're going to see a broadening out of financials into the small banks and insurance companies and the asset managers.”
“This financial move is still very very early. We're talking the next several years financially.”
“Right And I think that's the thing that I think a lot of investors have really overlooked is in terms of what they're doing. When you talk about AI revolution, about this fourth industrial everything, it's really financials that are leading and you're seeing across the board it's just to start.”