Pivot Finance AI Briefing — May 10, 2026

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 ... Subscribe to the newsletter at pivotnews.ai for the full written briefing.