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THE MOAT as it stood at 15 October 2026, 11:33 Brussels time · Archive · Today’s page

TSMC profits surge amid relentless AI demand

Financial Times /

Also: Bloomberg TSMC Open to Working With Terafab But Must Control Plants, Euronews Taiwan chip giant TSMC says net profit hit record in third quarter

In other languages: Handelsblatt Technologie: Chipfertiger TSMC mit Rekordgewinne dank KI-Nachfrage (de), Dagens Næringsliv KI-favorittene stuper – TSMC står for tur (no), The Korea Economic Daily (Hankyung) 파운드리 2위 TSMC, 영업익 75% 증가…첨단 반도체 '싹쓸이' [종합] (ko), Le Temps TSMC, le géant taïwanais des puces électroniques, présente un bénéfice net trimestriel record (fr) · see all

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

    Antoaneta Roussi / POLITICO Europe /

    Also: Financial Times Ukraine to resume strikes on Russian refineries, Zelenskyy says, The New York Times Zelensky Says Ukraine Will Resume Strikes on Russian Oil Refineries

    In other languages: Valor Econômico Ucrânia ataca maior data center russo e põe em risco avanço de Moscou em IA (pt), Handelsblatt +++ Ukraine-Krieg +++: Selenskyj kündigt neue Angriffe auf russische Raffinerien an (de), Aftenposten Zelenskyj til FT: – Vi vil igjen angripe russiske oljeraffinerier (no)

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

    Bloomberg /

    Also: Al-Monitor Prolonged war, renewed disruptions pose biggest risk to Middle East region, IMF says, The National IMF official says buffers against Iran war price shock are narrowing, The Wall Street Journal Asia’s Uneven Economic Resilience Faces Stress Tests, IMF Says

    In other languages: Valor Econômico Resiliência econômica desigual da Ásia enfrenta testes de estresse, diz FMI (pt), Le Figaro L’Inde devrait supplanter le Japon comme quatrième économie mondiale en 2027, selon le FMI (fr)

  3. India's merchandise trade deficit widens to $30.21 billion in September

    Mint /

    Also: The Economic Times India's trade deficit widens to $30.21 billion in September despite 23% jump in exports

  4. Oil majors face $32bn dilemma over Iran war windfall

    Financial Times /

    In other languages: Der Standard Krieg mit Iran lässt Gewinne von Ölkonzern TotalEnergies sprudeln (de)

  5. Brazil abolishes six-day workweek in win for Lula

    Financial Times /

    Also: Daily Maverick Brazil’s Senate approves shorter workweek in win for Lula, The Guardian Brazil cuts work week to 40 hours in win for Lula ahead of runoff

  6. Jeff Yan's Plan to Bring the Entire Financial Industry Onto Hyperliquid

    Joe Weisenthal and Tracy Alloway / Bloomberg /

    Also: Odd Lots Jeff Yan's Plan to Bring the Entire Financial Industry Onto Hyperliquid

  7. Anthropic revenue jumps 46% to $16.8bn as AI firm eyes record $2 trillion IPO valuation

    Euronews /

    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 · see all

    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), Het Financieele Dagblad Anthropic rapporteert rappe groei en positieve kasstroom, AI-koersen blijven dalen (nl)

  8. 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

    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), Handelsblatt Globalfoundries: Japan zahlt 21 Milliarden Dollar für zwei US-Chipfabriken (de)

  9. India’s IDBI Stake Sale Brings Timely Buffer Against $100 Oil

    Anup Roy and Ruchi Bhatia / Bloomberg /

    Also: Financial Times India approves biggest foreign takeover of domestic bank

  10. Attacks on Tankers in Mideast Surge, but Oil Exports Remain Steady

    Peter Eavis / The New York Times /

  11. AI vs. the railroads

    Noah Smith / Noahpinion /

  12. 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), Rzeczpospolita ChatGPT miał nakłaniać dzieci do samobójstwa. Osiem stanów pozywa OpenAI (pl)

  13. Eurozone Industrial Output Continued to Decline in August

    Don Nico Forbes / The Wall Street Journal /

  14. 'Big picture, big framework, big items are done': Sergio Gor says India-US trade deal very close ahead of Marco Rubio's visit

    The Economic Times /

    Also: Bloomberg Gor: US-India Close to Landing Trade Deal

  15. The AI trade is splintering as inflation fears rattle hyped-up tech stocks

    Christine Ji / MarketWatch /

    Also: The Guardian Tech market sell-off deepens amid fears over US inflation and AI debt, Euronews Deepening tech sell-off drags stocks lower as major markets slide, Bloomberg Chip Rout Deepens as Rate Fears Collide With AI Funding Woes, The New York Times Stocks Tumble as Concerns Over Inflation and A.I. Investments Grow, The National Asian markets fall on tech stock rout as high US inflation weighs on Wall Street, Financial Times Global tech sell-off deepens as Asian markets tumble · see all

  16. US Treasury says big banks discriminated on political grounds

    Brendan Ruberry / Semafor /

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

    In other languages: Diario Financiero Inflación en EEUU presiona a los bonos del Tesoro ante expectativas de nuevas alzas de tasas de la Fed (es)

  17. US military weighs use of ‘mother of all bombs’ in potential future strikes on Iran, CNN says

    Al-Monitor /

    In other languages: Handelsblatt +++ Iran-Krieg +++: US-Militär erwägt Einsatz der „Mutter aller Bomben“ gegen Iran (de), Dagens industri Källor: USA redo för omfattande attack mot Iran (sv)

  18. What Gulf economies need to watch out for as potential bond crisis looms

    Tim Fox / The National /

  19. Chinese Carmakers, Once a Sideshow, Take Center Stage at Paris Motor Show

    James Paton / The New York Times /

  20. 👨🏿‍🚀TechCabal Daily – Dangote IPO heads south

    Opeyemi Kareem / TechCabal /

  21. A new class of batteries helps data centers play nicely with the grid

    Jeff St. John / Canary Media /

  22. Toilet paper and secret recorders: What we know about the arrest of the Saudi OpenAI engineer

    BBC /

    Also: Financial Times He linked Saudi Arabia to Silicon Valley. Then OpenAI found a bug wrapped in toilet paper, Bloomberg Arrested OpenAI Engineer Booked a One-Way Ticket to Saudi Arabia, 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)

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

    Joy Wiltermuth / MarketWatch /

    Also: Financial Times Hot September CPI inflation keeps Fed on course for further tightening, Semafor Inflation report raises Fed rate-hike odds, Bloomberg Fed’s Beige Book Shows Intensifying Price Growth in Some Areas

    In other languages: Valor Econômico Um terço dos distritos do Fed relatou aceleração da inflação no último mês, mostra Livro Bege (pt), The Korea Economic Daily (Hankyung) 美 물가 충격에 금값 1.8% 급락…Fed 금리 인상론 확산 (ko)

  24. AI job losses set to rein in office demand in developed Asia-Pacific economies: report

    Cheryl Arcibal / South China Morning Post /

Earlier today

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

    The Guardian /

  2. Apple gears up for AI product push in China

    Brendan Ruberry / Semafor /

  3. Why Easing Sanctions on Russian Diesel Is Unlikely to Lower Fuel Costs

    Aruni Soni / The New York Times /

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

    Euronews /

  5. Bessent Pushes IMF on ‘Distortionary’ Policies, in China Signal

    Yash Roy / Bloomberg /