Hosts: Marcus Bell & Nora Chen

In this episode:

• Welcome to Pivot Finance for Sunday, May 10th, 2026. I'm Marcus Bell.

• And I'm Nora Chen. This morning: Block leans hard into AI-driven lending, Rocket posts its best quarter in four years, and a new research framework ta...

• Let's start with Block. Their Q1 was the first earnings print after the restructuring Jack Dorsey announced earlier this year, and the message to oper...

• What stood out was the framing. Dorsey is explicitly tying the reorg to faster model deployment — underwriting, fraud, collections — across both consu...

• For finance leaders, that's the headline. Embedded lending is no longer an experiment at Block — it's the growth story. The AI piece isn't generative ...

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