THE MOAT

The business of the world.


THE MOAT as it stood at 13 October 2026, 13:47 Brussels time · Archive · Today’s page

Front page

  1. Chip stocks slide as fears mount over scale of AI investment

    Financial Times /

    Also: Bloomberg Cracks Grow Across the AI Trade as Memory-Chip Stocks Tumble, The New York Times Chip Stocks Tumble on A.I. Spending Fears and Rising Chinese Competition

    In other languages: Jornal de Negócios Investir na IA é como apostar num casino? CEO da Broadcom afunda fabricantes de "chips" (pt)

  2. Bulgaria to Summon Russian Ambassador as Drones Hit More Ships

    Slav Okov / Bloomberg /

    Also: The Guardian Two ships hit by drones of unknown origin off Bulgarian coast – Europe live, The New York Times Bulgaria Summons Russian Ambassador After More Black Sea Drone Strikes

  3. Anthropic warns rogue AI agents may ‘self-replicate’ to hijack everyday devices

    Financial Times /

    In other languages: Dagens industri Anthropic varnar: Snart kan AI föröka sig (sv)

  4. Orbital Data Centers Risk Becoming Military Targets in Space

    Gerry Doyle and Sana Pashankar / Bloomberg /

    In other languages: Valor Econômico Estados reagem com regulação à expansão dos data centers (pt)

  5. UK Sanctions Dutch Businessman Allegedly Linked to Russian Arms Firms

    OCCRP /

  6. WarTalk: AutoWarCom and Project Meridian

    Jordan Schneider / ChinaTalk /

  7. South Africa’s stalled recovery tests Ramaphosa

    Financial Times /

  8. AI investment props up global growth, but war and debt threaten outlook, IMF says

    Al-Monitor /

    Also: The Japan Times AI investment props up global growth, but war and debt threaten outlook, IMF says, Semafor AI spending to drive global growth higher, IMF forecasts, France 24 IMF upgrades 2026 global growth forecast but war and debt threaten outlook, The Guardian IMF warns global economy ‘could soon test the limits of resilience’, Bloomberg Surging Bond Yields Are Top Risk to Financial System, IMF Says, MarketWatch This one chart from the IMF tells the entire story of the world economy this year · see all

    In other languages: Jornal de Negócios FMI: Correção no mercado da IA pode ter impacto significativo nas ações e “spreads” do crédito (pt), Het Financieele Dagblad AI-revolutie kan de wereldeconomie maken of breken, stelt het IMF (nl), Valor Econômico Boom da IA está concentrando crescimento global em menos países, diz FMI (pt), Handelsblatt IWF-Konjunkturprognose: Die Weltwirtschaft klafft auseinander – das sind die Gewinner und die Verlierer (de), Dagens industri IMF pekar ut riskerna mot marknaden – AI, räntan och cyberhot (sv), Der Standard KI-Boom stützt Weltwirtschaft, IWF warnt aber vor Blase (de), Süddeutsche Zeitung IWF-Prognose: Die Weltwirtschaft trotzt den Schocks (de), Frankfurter Allgemeine IWF-Ausblick: Die Weltwirtschaft ruht auf wenigen Stützen (de) · see all

  9. U.K. and Europe Recoil From Trump’s Diesel Deal With Putin

    Michael D. Shear and Jeanna Smialek / The New York Times /

  10. Top Links 1253 AI crowding out. Decoupling US-China investment. Russia’s plague death & hyperpolitics.

    Adam Tooze / Chartbook /

  11. LVMH sales miss growth forecasts as China luxury demand slows

    Euronews /

    In other languages: Valor Econômico China prejudica vendas da LVMH no trimestre (pt)

  12. How a scandal engulfing Brazil’s top court could return the Bolsonaros to power

    Tiago Rogero in Rio de Janeiro / The Guardian /

  13. Nirmala Sitharaman: RBI trying to curb rupee volatility, not fix its value; fiscal discipline should not worry investors

    Mint /

    Also: Bloomberg India's Sitharaman on Rupee Stabilization Efforts

  14. China’s Young People Are Losing Faith in the Promise of Hard Work

    Emma Tucker / The Wall Street Journal /

  15. IMF raises India’s FY27 growth forecast to 7%

    The Economic Times /

    Also: The Japan Times IMF raises Japan’s growth forecast for 2026 to 0.7%

  16. IMF's bullish call: Why is India sprinting when the world stumbles?

    The Economic Times /

  17. Stellantis bets on Chinese partnerships to avoid European plant closures

    Euronews /

  18. Hackers force French supermarket fridges to heat up to 50C in ‘unprecedented’ cyber-attack

    The Guardian /

    Also: Semafor Cyberattack destroys food at hundreds of French grocery stores, The Japan Times Hackers heat French supermarket fridges, sparking fires and spoiling food, Le Monde A disastrous day for French supermarkets after massive cyberattack targets refrigeration systems

    In other languages: Le Figaro Faille logicielle, frigos à 35 °C, des millions d’euros perdus : les dessous de la cyberattaque inédite qui a frappé les supermarchés français (fr), Le Temps Une cyberattaque inédite paralyse les installations frigorifiques de centaines de supermarchés français (fr)

  19. Key watchdogs signal they will step up AI regulation

    Prashant Rao / Semafor /

  20. Saudi Arabia faces economic contraction as war woes mount

    Al-Monitor /

  21. Qatar's government revenue fell 42% in first half due to Iran war, Emir says

    Aarti Nagraj and Amr Mostafa / The National /

  22. A SpaceX launch shortage is fueling a $100 billion investing spree

    Christine Ji / MarketWatch /

  23. How Climate Change Is Causing ‘the Gentrification of Seafood’

    Julia O’Malley / The New York Times /

  24. They Came to Russia for Work. Now They Are Under Fire.

    Showkat Nanda / The New York Times /

Earlier today

  1. Hall, Woodford win Nobel prize for work on how to stabilise economies

    Al-Monitor /

  2. Trump faces Russia diesel deal blowback

    Brendan Ruberry / Semafor /

  3. Houthi assault on Saudi airports strikes at MBS’s economic vision

    Financial Times /

  4. European gas hits Iran wartime high

    Financial Times /

  5. Meta Says New Muse Model Reaches AI Frontier After 14-Month Push

    Riley Griffin and Sarah Frier / Bloomberg /