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Circle Internet Financial

Circle freezes over $800M in USDC linked to Binance security incident

Reuters reported that Circle froze more than $800 million in USDC associated with the Binance security incident and is supporting the investigation. The freeze is an asset-restriction response; the report does not establish a breach of Circle’s systems or a loss of Circle’s reserves.

Kraken / Payward

Payward reports xStocks surpasses $1B in assets under management

Payward said xStocks exceeded $1 billion in assets under management as of October 27, more than four times its roughly $225 million in February. The framework now covers over 1,500 tokenized assets and reports more than 550,000 holders. These are platform adoption measures, not Payward revenue; geographic restrictions apply.

Lambda

Anthropic filing details $41.3B in conditional Lambda compute commitments

Anthropic’s October 26 filing discloses approximately $41.3 billion in Lambda GPU-compute agreements signed in May, June and August, with terms extending into 2034. Fees accrue only when capacity is delivered and accepted. The $34.9 billion August agreement can terminate if Lambda does not secure its facility lease on time; other delivery and breach conditions also apply. This is a disclosure of existing contracts, not recognized revenue or a newly signed deal.

Kraken / Payward

Kraken launches regulated BTC and ETH options for eligible EEA clients

Kraken opened Bitcoin and Ether options trading to eligible clients in the European Economic Area through Kraken Pro. The offering operates through its Cyprus-regulated investment firm and uses clients’ existing derivatives accounts. Access is limited to eligible jurisdictions and requires an appropriateness assessment.

Addepar

Addepar reports $10T in assets on platform across 1,500+ firms

Addepar said assets represented on its platform reached $10 trillion across more than 1,500 firms in over 60 markets. Alternatives account for more than 40% of platform assets. The figure measures assets tracked on Addepar's technology platform, not assets owned or managed by Addepar.

Better Mortgage

Better reports $22.56M in expected annualized savings and repurchases 4.4% of shares

Better said actions initiated since October 13 are expected to deliver $22.56 million in annualized savings toward an approximately $64.2 million target. It also reported repurchasing 837,718 shares in the preceding week, equal to 4.4% of total shares outstanding and 6.2% of Class A shares, as of October 19. The savings figures are company expectations and remaining cost-reduction targets are not completed.

Update Oct 27, 2026: Better’s Week 3 scorecard reports completed headcount and vendor-cost actions expected to generate $6.6 million in additional annualized savings. The company puts savings expected from completed actions at $22.9 million, including $16.3 million from the first two weeks, toward its approximately $64.2 million target. These remain expected savings; the October 20 release described actions initiated, rather than all completed. Better Home & Finance / Business Wire

Gecko Robotics

Gecko’s Navy contract ceiling rises from $71M to $300M

Gecko Robotics said the U.S. Navy and GSA increased the ceiling on its inspection and readiness contract from $71 million to $300 million to support wider robotic deployment. The expansion includes its Komodo system for inspecting decks through protective coatings. The ceiling is a maximum potential contract value, not committed revenue.

Circle Internet Financial

Circle’s USDC designated for direct EU banking supervision

The European Banking Authority classified USDC as the EU’s first significant e-money token under MiCA. From November 12, the EBA will directly supervise the European issuer’s capital, reserves, liquidity and recovery and redemption plans. France’s ACPR will retain responsibility for governance and other areas, creating a dual-supervision regime.

Better Mortgage

Better’s preliminary Q3 revenue and adjusted EBITDA miss guidance

Following its October 13 operating update, Better reported preliminary Q3 revenue of $45.1 million, below $49–52 million guidance, and a net loss of $33.1–34.1 million. Its adjusted EBITDA loss of $24.8–25.8 million exceeded the $15–18 million loss guidance and included about $8 million in proxy-related expenses. The results are unaudited and remain subject to quarter-end closing.

Kraken / Payward

Kraken parent Payward agrees to acquire Saldo Bank

Payward signed a definitive agreement to acquire Saldo Finance Oy, whose subsidiary Saldo Bank is licensed in Lithuania and has access to five European markets. The deal would expand Payward’s European deposit, lending and banking-service capabilities. Terms were not disclosed; closing is expected in 2027, subject to regulatory approvals and other customary conditions.

Better Mortgage

Better reports preliminary Q3 loan volume up 15%

Better reported preliminary third-quarter loan volume of $1.39 billion, up 15% year over year. Tinman AI platform volume rose 64% to $790 million, or about 57% of total volume. The company said it implemented $13.2 million in annualized expense reductions and is targeting another $51 million, which remains subject to execution; the operating results remain subject to quarter-end closing.

Shield AI

Shield AI begins 12-drone V-BAT delivery to Taiwan Coast Guard

Shield AI announced delivery of the first V-BAT to Taiwan’s Coast Guard Administration after a competitive selection for its Shipborne UAV program. Twelve aircraft are scheduled for delivery over the coming months, with Shield AI and AIDC providing operator training, maintenance training and localized support.

Kraken / Payward

Kraken plans UAE launch after final Dubai approval

Payward said it received Full Market Approval from Dubai’s VARA, clearing the final licensing stage for regulated operations. Kraken plans to launch for UAE clients in the coming weeks with dirham funding, spot and margin trading, and institutional services. Additional derivatives and yield products remain subject to regulatory approval.

Better Mortgage

Better receives Nasdaq governance-compliance notice

Better disclosed that Nasdaq notified it on October 8 of noncompliance with board and committee independence requirements following recent board changes. The company has 45 calendar days to submit a compliance plan. The notice has no immediate effect on its listing, but failure to regain compliance could lead to delisting.

Shield AI

Shield AI’s Hivemind supports PDW drone integration

PDW announced that Booz Allen’s mission-autonomy software, powered by Shield AI’s Hivemind, is being integrated into its AM drones. The combined product is in controlled testing, with general availability planned for the first quarter of 2027.

Glean

Glean adds memory and enterprise integrations

Glean began rolling out activity-based memory to eligible deployments, with organization and user controls. Its October 8 release also adds 79 integration templates and makes the Power BI connector generally available, with access governed by existing permissions.

Better Mortgage

Better ends its shareholder rights plan

An October 8 securities filing says Better accelerated its shareholder rights plan’s expiration to October 6, terminating the agreement. The company also eliminated the related preferred-stock designation; no shares of that series were outstanding.

Better Mortgage

Better announces buyback plan of up to $30M, starting with $10M

HousingWire reports that Better authorized a share repurchase program beginning with a $10 million phase through October 8, 2027. Purchases depend on market conditions, liquidity and progress on cost savings; the authorization does not mean shares have already been bought.

Circle Internet Financial

Samsung Wallet plans USDC support on Sui for U.S. Galaxy users

Sui Foundation announced an integration to let eligible U.S. Galaxy users hold and send Circle’s USDC through Samsung Wallet. The rollout is planned to begin in the U.S.; the cited 82 million devices represent potential reach, not active users of the service.

Gecko Robotics

Gecko Robotics partners with Anduril on submarine manufacturing

Breaking Defense reports that Gecko will deploy robotic inspection and AI software at Anduril’s Orange County facility and planned Arsenal-2 shipyard in Maryland. The technology will inspect submarine components and create data records to support quality control and maintenance planning.

Shield AI

Shield AI announces $150M Navy agreement modification for X-BAT

Shield AI said the Navy added $150 million to an existing development agreement, matched by $150 million of company capital. Together with earlier commitments, announced public and private funding for X-BAT totals $400 million.

Shield AI

Shield AI and GEK TERNA pursue an X-BAT industrial base in Greece

The companies signed a strategic agreement to pursue parts production, aircraft integration and long-term sustainment in Greece. The agreement describes a proposed industrial partnership, rather than an operational production facility.

Addepar

Addepar expands private-fund benchmarks

Addepar added more than 1,000 regional benchmarks to its private-fund analytics product. The release also updates benchmark management and monthly data refreshes, giving clients new ways to compare funds with peers in the same geography.

Kraken / Payward

Payward partners with mewe on payments

Payward Services will provide wallet infrastructure for mewe’s marketplace, supporting fiat and cryptocurrency transactions. The companies announced a phased rollout scheduled to start October 9 in the U.S., U.K. and European Union.

Kraken / Payward

CoinDesk reports Payward is in crypto-liquidity talks with Wells Fargo

Citing two people familiar with the discussions, CoinDesk reported that Kraken’s parent could supply digital-asset trading liquidity to Wells Fargo. Talks remain ongoing and may not lead to an agreement; both companies declined to comment.

Circle Internet Financial

Circle and Tereina plan stablecoin payments within SAP enterprise workflows

Circle announced a partnership with SAP-backed Tereina to integrate USDC and EURC into its payments infrastructure, starting with SAP Cloud ERP. The planned integration would let eligible businesses use stablecoin payments within existing financial applications.

Circle Internet Financial

Circle joins OKX’s strategic funding round

OKX announced a completed strategic investment from Circle, QRT, Ripple and SC Ventures at a $25 billion pre-money valuation for OKX. The investment extends its earlier ICE-led round; Circle’s investment amount was not disclosed.

Addepar

Addepar supports Scotia’s new wealth service

Scotia Wealth Management launched Scotia Global Intelligence using strategic relationships with Addepar and Marsh. The service gives ultra-high-net-worth clients consolidated reporting and insights across public and private assets.

Lambda

WSJ reports Lambda is seeking up to $4B ahead of a planned IPO

The report describes a potential $14.5 billion pre-money valuation and a 2027 IPO target. Neither the financing nor the listing was reported as completed.

Allen Control Systems

ACS awarded Army contract with $500M ceiling

The Defense Post reported on an Army counter-drone award to Allen Control Systems. The contract, awarded September 28, has a $500 million ceiling; work and funding depend on individual orders, so the ceiling is not committed revenue.

Shield AI

Shield AI and Innovaero partner on autonomy

Shield AI signed a memorandum of understanding to integrate Hivemind autonomy into Innovaero’s Australian-designed OWL loitering munitions. The company said integration on OWL-B was complete ahead of flight testing; the announcement did not disclose a production order.

Better Mortgage

Better board reconstituted after shareholder consent campaign

A release on Better’s investor site said holders of 52.02% of voting power supported removing five directors, including interim CEO Daniel Lewis. Vishal Garg appointed a new board; an interim CEO appointment and steps to dismiss litigation remained pending in the announcement.

Update Oct 27, 2026: The Southern District of New York docket records that Better voluntarily dismissed its federal securities action against Vishal Garg with prejudice on October 5, 2026. SDNY docket via Justia

Better Mortgage

Better advances proposed sale of Birmingham Bank

Better said a buyer consortium placed £10 million in escrow toward acquiring its U.K. bank subsidiary. The proposed sale remains subject to regulatory approval, definitive documentation and closing conditions; Better estimated roughly $140 million of pro-forma cash if completed.

Kraken / Payward

Payward partners with Singapore Gulf Bank on round-the-clock settlement

The infrastructure platform behind Kraken announced instant settlement for eligible institutional clients, initially in US dollars, and a liquidity partnership with Kraken Prime.

Kraken / Payward

CoinDesk reports Payward and BNY are discussing an infrastructure partnership

Citing two people familiar with the talks, CoinDesk reported discussions covering digital assets, custody, trading, payments and wealth management. No agreement was confirmed, and both Payward and BNY declined to comment.

Glean

Glean makes Agent Identity generally available

Glean launched Agent Identity so enterprise AI agents can use dedicated, administrator-governed accounts rather than a person’s credentials. The release also made the Platform Skills API and additional data connectors generally available.

Lambda

Lambda closes $1B debt financing for contracted GPU deployments

Lambda announced a delayed-draw loan to finance GPU infrastructure for three contracted deployments across multiple data centers.

Gecko Robotics

Gecko Robotics collaborates with NVIDIA on safer autonomous systems

Gecko announced work with NVIDIA’s Open Agent Safety Platform to develop security controls and human-defined permissions for AI-powered robots.

Addepar

Addepar opens Warsaw office to expand European operations

Addepar announced its tenth global office, supporting AI development, research, client services, and its European infrastructure.

Circle Internet Financial

Binance invests $100M in Circle and renews USDC partnership

Circle announced a strategic equity investment and a five-year commercial agreement with Binance to expand USDC access across emerging markets.

Circle Internet Financial

Circle launches Arc’s public mainnet

Circle announced the launch of its blockchain network for stablecoin payments, financial markets, and applications built around digital money.

Shield AI

Shield AI reportedly explores a $20B-plus funding valuation

The Information reports fundraising discussions; a completed round was not confirmed.

Clinigence / Nutex Health

Nutex Health provides an update on a cybersecurity incident

Nutex, which merged with Clinigence in 2022, reported an ongoing investigation into allegedly published data and related litigation. The scope and potential impact remained under review.

Emulate

Emulate submits Liver-Chip qualification package to the FDA

Emulate announced a submission to the FDA’s ISTAND program for assessing drug-induced liver injury. The submission advances a qualification process; it is not an FDA approval.

Allen Control Systems

ACS expands its production footprint

Axios reports a new Austin factory and Silicon Valley engineering office.

Glean

Glean launches a global partner network

Glean announced a partner program bringing together sales, technical, and delivery partners to support enterprise AI deployments worldwide.

Clinigence / Nutex Health

Nutex Health reports second-quarter financial results

Nutex reported $210.8 million in revenue, down 13.6% year over year, and $65.8 million in net income attributable to the company. Results included a $52.3 million reduction in contract services expense.

Better Mortgage

Better reports revenue growth and a second-quarter net loss

Better reported $54.7 million in net revenues, up 28% year over year, and a $30.6 million net loss. It also disclosed a leadership transition and revised cost-reduction targets.