EPISODE · May 15, 2026 · 11 MIN
🖨️ Klarna Prints Its Best Quarter Yet. Affirm Goes Agentic with Google. Coinbase Just Won in Washington.
from Fintech Stacks · host Fintech Stacks
BNPL is having its moment. Klarna just posted $1 billion in revenue and its first profitable quarter in over a year, Affirm embedded itself into Google's AI shopping layer, and the Senate Banking Committee finally advanced the Clarity Act — sending Coinbase surging 8% in a single session. We break down what each move means for your portfolio and why Thursday, May 15th might be the day fintech stopped playing defense.
What this episode covers
BNPL is having its moment. Klarna just posted $1 billion in revenue and its first profitable quarter in over a year, Affirm embedded itself into Google's AI shopping layer, and the Senate Banking Committee finally advanced the Clarity Act — sending Coinbase surging 8% in a single session. We break down what each move means for your portfolio and why Thursday, May 15th might be the day fintech stopped playing defense.
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🖨️ Klarna Prints Its Best Quarter Yet. Affirm Goes Agentic with Google. Coinbase Just Won in Washington.
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