This is what it looks like when AI meets Wall Street. Glenn Hutchins. @lynnmartin. Leaders from @MorganStanley. @GoldmanSachs. @CoreWeave. @lambdamarkets1. All in one room at the @NYSE on Monday at @theinformation's Financing the AI Revolution Summit. The consensus: we are still in the early innings of how capital gets deployed into AI. The harder question: how can we actually put AI in the hands of everyday people? Answering that is what gets us out of bed every morning. 🚀 #Genspark# #FinancingAI# #NYSE# #TheInformation# #AI#

USDAI is a financing vehicle for the AI capex boom: a tradable, GPU-backed debt product onchain. - USDai: the stablecoin, used for payments like loan settlement and interest payments - sUSDai: the yield product, used to fund the AI buildout @_ConorMoore on @CoinDesk Live

Ripple Prime (ex. Hidden Road) $200M Debt Financing Round⚡️ 📑 About: Ripple Prime (formerly Hidden Road) provides prime brokerage services for a wide range of assets. 🤝 Investor: @NeubergerBerman

More people using Bitcoin is a good thing. But usage alone is not enough. It needs the same things every market has: - financing - leverage - hedging Without those, it stays static.

Liquidity tightening impacts asset markets through both the price channel (P, such as rising financing costs due to interest rate changes, as seen in the rapid interest rate hike cycle of 2022) and the quantity channel (Q, such as reducing market liquidity through quantitative tightening (QT)). Over the past six months (roughly from September 2025 to March 2026), the cumulative effect of QT has initially pressured overvalued assets, such as stocks, bonds, and certain technology or AI-related sectors, leading to amplified market volatility. If the SRF rebounds at the end of March or reserves continue to decline, signs of liquidity tightening will become more pronounced. This dynamic often precedes asset price fluctuations by approximately 90 days.

JUST IN: ANTHROPIC IS IN TALKS TO RAISE $30 BILLION AT A VALUATION OF $900+ BILLION The round could close as soon as the end of this month, per Bloomberg. The full picture: The deal: - At least $30 billion in fresh financing - Valuation: $900+ billion pre-money - Round expected to close as soon as end of May - Deal not finalized, no term sheet signed - Existing backers have been in discussions about participating Recent financings: - Google committed $10B at a $350B valuation, with plans for up to $30B more if performance targets are hit. - Amazon committed $5B at a $350B valuation, with plans for $20B more over time. For context: - February 2026: Anthropic valued at $350B - OpenAI most recently valued at $852B in March - Anthropic is considering an IPO as soon as October, per Bloomberg Anthropic was founded in 2021 by a group of former OpenAI employees. Its products include the Claude AI assistant.

Allbirds $BIRD to sell its brand and footwear assets, rename itself NewBird AI, and use a new $50M convertible financing facility to buy high-performance GPUs to pivot into AI compute infrastructure.

$KLAR Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.00B (Est $944.43M) 🟢; +44% YoY 🔹 EPS: $(0.01) (Est $(0.20)) 🟢 🔹 GMV: $33.7B; +33% YoY 🔹 Transaction Margin Dollars: $389M; +44% YoY 🔹 Adjusted Operating Profit: $68M vs $3M last year Q2'26 Guide: 🔹 Revenue: $960M-$1.00B (Est $1B) 🟡 🔹 GMV: $35.5B-$36.5B 🔹 Transaction Margin Dollars: $375M-$395M 🔹 Adjusted Operating Income: $30M-$50M Other Metrics: 🔹 Active Consumers: 119M; +21% YoY 🔹 Merchants: 1M+; +49% YoY 🔹 Klarna Card Active Users: 5M across 16 countries 🔹 Fair Financing GMV: +138% YoY 🔹 Provisions For Credit Losses: 0.55% of GMV 🔹 Revenue Per Employee: Nearly $1.4M Commentary: 🔸 “In Q1 we executed well across all the business, driving every line of our P&L and compounding growth across our global network.” 🔸 “Growing network. Same three products. Deeper consumer engagement.”