THE MOAT

The business of the world.


THE MOAT as it stood at 15 October 2026, 06:02 Brussels time · Archive · Today’s page

Front page

  1. Anthropic tells investors quarterly revenue up 50% to $16.8bn ahead of IPO

    Financial Times /

    Also: BBC Anthropic revenue surges to $16.8bn ahead of stock market listing, Bloomberg Anthropic Results May Aid IPO but Not AI Trade, Analysts Say, MarketWatch Anthropic’s slowing growth could be the AI trade’s latest red flag

    In other languages: Jornal de Negócios Receitas da Anthropic disparam em trimestre antes do IPO (pt), Handelsblatt Künstliche Intelligenz: Anthropic erzielt vor Börsengang 16,8 Milliarden Dollar Quartalsumsatz (de)

  2. UAE-backed GlobalFoundries to run two chip plants under $21bn US-Japan deal

    Kyle Fitzgerald / The National /

    Also: The Japan Times Japan to invest up to $21 billion in two U.S. chip factories to be run by GlobalFoundries, Bloomberg GlobalFoundries Gets $21 Billion to Run Plants in US-Japan Deal

    In other languages: Asahi Shimbun 対米投資第3弾で半導体工場建設へ 日米関税合意に基づき最大3兆円 (ja)

  3. Why Ukrainian strikes on data centers are a real problem for Russia — and beyond

    Antoaneta Roussi / POLITICO Europe /

    In other languages: Valor Econômico Ucrânia ataca maior data center russo e põe em risco avanço de Moscou em IA (pt), Le Temps Les frappes ukrainiennes sur des data centers perturbent les services en ligne en Russie (fr)

  4. Container ship sinks near strait of Hormuz amid surge in Iranian attacks

    The Guardian /

    Also: Al-Monitor Two ships sink near Hormuz after being hit by projectiles amid surge in attacks, Semafor Iran ramps up ship strikes in Hormuz ahead of US midterms, The Wall Street Journal Two Cargo Ships Sink Near Hormuz, as Iranian Attacks Spike, Bloomberg Cargo Ship Sinks in Strait of Hormuz After Strike Triggers Fire · see all

    In other languages: Dagens industri Två skepp har sjunkit i Hormuzsundet senaste dygnet (sv), Valor Econômico Dois navios afundam perto do Estreito de Ormuz após ataques com projéteis (pt), Rzeczpospolita Iran nasila ataki w cieśninie Ormuz. Zatonął kontenerowiec uderzony pociskiem (pl)

  5. Chip Stocks Set to Erase $1 Trillion in Value as Rout Deepens

    Subrat Patnaik / Bloomberg /

    Also: Financial Times Global tech sell-off deepens as Asian markets tumble, MarketWatch The AI trade is splintering as inflation fears rattle hyped-up tech stocks, The New York Times Stocks Tumble as Concerns Over Inflation and A.I. Investments Grow

  6. Asia’s Uneven Economic Resilience Faces Stress Tests, IMF Says

    Fabiana Negrin Ochoa / The Wall Street Journal /

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

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

    Also: Semafor Trump doubling down on Russian diesel deal as Republicans run from it, DW Trump's diesel deal with Russia is unlikely to significantly lower global fuel prices despite expectations of rapid relief, Financial Times Meloni slams Trump’s diesel deal with Putin

  8. NTT may build JPY1 trillion Anthropic data centre in Osaka

    IntelliNews - Osaka Bureau / bne IntelliNews /

  9. US Treasuries Slump as Hot Inflation Lifts Fed Rate-Hike Bets

    Michael MacKenzie / Bloomberg /

    Also: Financial Times Hot September CPI inflation keeps Fed on course for further tightening, Semafor Inflation report raises Fed rate-hike odds

    In other languages: The Korea Economic Daily (Hankyung) 美 9월 소비자물가 3.7% 상승 예상치 상회…"금리인상 압력" (ko), Asahi Shimbun 米消費者物価、9月3.7%上昇 燃料高でインフレ加速、予想上回る (ja), Le Temps L'inflation américaine continue de grimper en septembre, tirée par la flambée de l'énergie liée au conflit avec l'Iran (fr), Valor Econômico Um terço dos distritos do Fed relatou aceleração da inflação no último mês, mostra Livro Bege (pt), Dagens industri Fed: Ekonomiska aktiviteten har ökat svagt (sv) · see all

  10. China, North Korea Open Long-Stalled Bridge, Boosting Trade

    Soobin Kim / Bloomberg /

  11. 'In the medium term, AI will force states to fundamentally rethink their tax systems'

    Le Monde /

  12. Lufthansa to become new TAP shareholder, Portuguese government says

    Euronews /

    Also: Financial Times Lufthansa wins battle to buy stake in Portugal’s TAP

    In other languages: Estadão Lufthansa paga 1,2 bilhão de euros por quase 50% das ações da TAP Air Portugal (pt), Rzeczpospolita Lufthansa przejmuje niemal połowę portugalskich linii TAP. Państwo zarobi miliardy (pl), Valor Econômico Lufthansa vence disputa e levará 44,9% da portuguesa TAP, por US$ 1,3 bilhão (pt), Expansión Lufthansa compra el 44,9% de la lusa TAP y se impone a Air France-KLM (es), Frankfurter Allgemeine Nächster Zukauf: Lufthansa setzt sich im Bieterduell um TAP durch (de), Der Spiegel Lufthansa gewinnt Bieterrennen um portugiesische TAP (de), Der Standard AUA-Mutter Lufthansa kann bei Portugals Airline Tap einsteigen (de), Het Financieele Dagblad Portugese TAP deels naar Lufthansa, Air France-KLM heeft het nakijken (nl), Le Figaro Air France-KLM évincé, Lufthansa remporte la course à la privatisation partielle de TAP Air Portugal (fr), Jornal de Negócios Lufthansa ganha privatização da TAP com oferta de 1.201 milhões por 49,9% (pt), Süddeutsche Zeitung Luftfahrt: Lufthansa steigt bei TAP Air Portugal ein (de), Le Temps Lufthansa met un pied dans TAP Air Portugal (fr) · see all

  13. Apple and OpenAI head to court in trade secrets battle

    Financial Times /

    Also: BBC Toilet paper and secret recorders: What we know about the arrest of the Saudi OpenAI engineer, Bloomberg Apple, OpenAI Head to Court in High-Stakes AI Trade Secret Fight, The Guardian OpenAI accuses employee who left for Apple of leaking plans for unreleased device, Semafor OpenAI employee arrested over office bugging · see all

    In other languages: Valor Econômico Juiz do caso Apple-OpenAI diz que é "muito provável" que decida a favor da fabricante do iPhone (pt), Diario Financiero Apple y OpenAI se enfrentan en tribunales por disputa sobre secretos comerciales (es)

  14. Bank of America Fined $1.21B Over AML Failures

    OCCRP /

    Also: Bloomberg Bank of America Missed Some Bad Guys

    In other languages: Valor Econômico Segundo maior banco dos EUA é multado em US$ 1,95 bilhão por falhas no combate à lavagem de dinheiro (pt), Diario Financiero Caída histórica de Bank of America: acciones se desploman tras multa récord de US$ 1.210 millones (es), Het Financieele Dagblad Beleggers straffen Bank of America af voor witwasboete (nl)

  15. Banking watchdogs scrutinize AI use amid stability fears, sources say

    The Japan Times /

  16. Sudden Starlink Restrictions Hamper Ukraine Just as Russia Escalates

    Constant Méheut / The New York Times /

    Also: Ukraine: The Latest Ukraine accuses Musk of Starlink sabotage, The Guardian In Ukraine, civilian casualties were already rising. Restrictions on Starlink will only worsen the death toll

    In other languages: Handelsblatt Ukraine: Polens Außenminister attackiert Musk wegen Starlink-Drosselung: „Spielst du wieder Politik mit deinen Produkten?“ (de)

  17. US lifts sanctions against Jorge Rodríguez, president of Venezuela’s National Assembly

    Patricia Vélez Santiago / El País /

    Also: Bloomberg Washington Lifts Sanctions on Venezuela’s Top Lawmaker, MercoPress US lifts sanctions on Jorge Rodríguez, president of Venezuela’s National Assembly

  18. Eight states accuse OpenAI of coaching children to harm themselves in lawsuit

    Dara Kerr and Blake Montgomery / The Guardian /

    In other languages: Aftenposten Åtte amerikanske delstater saksøker OpenAI. Mener ChatGPT skader barn. (no), Dagens industri Delstater stämmer Open AI (sv)

  19. Apple gears up for AI product push in China

    Brendan Ruberry / Semafor /

    Also: Bloomberg Apple Prepares to Debut First AI Features in China in December

  20. IMF applauds India’s GDP data revamp, says country entered energy shock with strong fundamentals

    The Economic Times /

  21. Europe’s debt map flips: Belgium borrows like Greece as France pays more than Italy

    Euronews /

  22. Why IMF’s growth upgrade for India doesn’t tell the full story

    Mint /

    Also: Al-Monitor IMF calls for US to cut deficits amid bond woes, China to shift away from exports, Bloomberg Bessent Pushes IMF on ‘Distortionary’ Policies, in China Signal, Le Monde IMF head says reducing France's debt burden will 'take time', Semafor IMF raises sub-Saharan Africa growth outlook, The Guardian IMF sounds alarm on rising government borrowing costs – business live · see all

    In other languages: Valor Econômico FMI pede que EUA reduzam déficits e cobra da China menor dependência das exportações (pt), Jornal de Negócios Custos da dívida elevados "são sinal de alarme", diz Governo francês. Lagarde afasta intervenção do BCE (pt), Le Figaro «L’ampleur du gaspillage des fonds publics est saisissante» : l’alerte du FMI sur les dettes publiques de la France et des États-Unis (fr), Diario Financiero “Hay que actuar ahora": FMI advierte que los riesgos fiscales van en aumento en el mundo (es), Estadão Brasil segue na rabeira do mundo, mostra o FMI (pt) · see all

  23. ASML CEO confident AI demand will outstrip supply for years to come

    Jeronimo Gonzalez / Semafor /

    Also: Bloomberg ASML Struggles to Keep Up With High AI Demand, MarketWatch Chip bellwether ASML says customers are already asking to place orders — for 2030, Euronews ASML posts record €11.7 billion in sales but warns it can’t keep up with AI demand · see all

    In other languages: Valor Econômico ASML eleva projeções pela 3ª vez no ano com ‘boom’ de IA e negocia pedidos até 2030 (pt), Expansión ASML dispara el resultado por los chips para IA y reforzará su producción (es), Handelsblatt Today: KNDS soll ein reiner Staatskonzern werden – ASML warnt vor Lieferengpässen (de), The Korea Economic Daily (Hankyung) ASML "30% 증산해도 부족"…2030년까지 AI칩 장비 주문 (ko), Jornal de Negócios ASML diz que não consegue responder à elevada procura dos fabricantes de chips (pt) · see all

  24. Rising bond yields and higher inflation leave the Fed trapped in a rate-hike dilemma

    Joy Wiltermuth / MarketWatch /

    Also: Bloomberg Treasuries Extend Gains as Equities Selloff Dents Risk Sentiment

    In other languages: Valor Econômico Ouro cai com valorização do dólar e dos Treasuries após dado de inflação dos EUA (pt)

Earlier today

  1. Aramco HQ attack exposes Saudi defense gaps, infrastructure vulnerabilities

    Samuel Wendel / Al-Monitor /

  2. IMF Warns China Stimulus Lacks Ambition, Leaves Yuan Undervalued

    Bloomberg /

  3. US inflation rises more than expected ahead of midterm elections

    BBC /

  4. Tata battle has potential to reshape India Inc

    Financial Times /

  5. US floats unfreezing some Russian assets to restart Ukraine peace talks

    Financial Times /