THE MOAT

The business of the world.

THE MOAT Daily with the world's top business stories. Subscribe

THE MOAT as it stood at 15 October 2026, 13:32 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. New ‘zero-click’ spyware hacked phones using targeted ads

    Financial Times /

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

    Mint /

    Also: Bloomberg India Trade Deficit Widened in September on Higher Import Bill, The Economic Times India's trade deficit widens to $30.21 billion in September despite 23% jump in exports

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

    Antoaneta Roussi / POLITICO Europe /

    Also: Bloomberg Ukraine to Resume Russia Refinery Strikes, Zelenskyy Tells FT, Financial Times Ukraine to resume strikes on Russian refineries, Zelenskyy says, The Guardian Russia and Ukraine resume energy strikes despite Trump warnings, Semafor Ukraine to restart strikes on Russian refineries · see all

    In other languages: Valor Econômico Ucrânia ataca maior data center russo e põe em risco avanço de Moscou em IA (pt), Rzeczpospolita Ostateczny koniec energetycznego rozejmu. Rosyjska rafineria stanęła w płomieniach po nalocie ukraińskich dronów (pl), Handelsblatt +++ Ukraine-Krieg +++: Selenskyj kündigt neue Angriffe auf russische Raffinerien an (de), Aftenposten Zelenskyj til FT: – Vi vil igjen angripe russiske oljeraffinerier (no) · see all

  4. 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, Mint India to overtake Japan as 4th-largest economy in 2027 with $4.52 trillion GDP: IMF, The Wall Street Journal Asia’s Uneven Economic Resilience Faces Stress Tests, IMF Says · see all

    In other languages: Le Temps L'Inde devrait devenir la quatrième puissance économique mondiale en 2027 (fr), 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)

  5. 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)

  6. Adnoc says decade-old contingency plan kept oil flowing throughout Iran war

    Jennifer Gnana / The National /

  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. Taiwan Blocks Coinbase, Kalshi Over Suspected Election Bets

    Yian Lee / Bloomberg /

  10. US Threatened Immediate Intelligence Cutoff Unless Ukraine Halts Strikes

    Kyiv Post /

  11. 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

  12. Brazil’s Senate approves shorter workweek in win for Lula

    Daily Maverick /

    Also: Bloomberg Brazil Election: Senate Approves Bill to Shorten Workweek in Boost to Lula, Financial Times Brazil abolishes six-day workweek in win for Lula, The Guardian Brazil cuts work week to 40 hours in win for Lula ahead of runoff

  13. 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), Valor Econômico OpenAI e Apple trocam acusações de roubo de segredos na Justiça (pt), Handelsblatt Künstliche Intelligenz: Acht US-Bundesstaaten verklagen OpenAI (de), Rzeczpospolita ChatGPT miał nakłaniać dzieci do samobójstwa. Osiem stanów pozywa OpenAI (pl) · see all

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

    Opeyemi Kareem / TechCabal /

    Also: Bloomberg Dangote Pushes African Market Access for IPO With Egypt Visit

  15. India, US lock first phase of trade pact; legal drafting underway: Piyush Goyal

    The Economic Times /

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

  16. How Ukraine’s biggest bank is run in a war zone

    The Economist /

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

    Peter Eavis / The New York Times /

  18. Threats to global shipping grow, amid a rise in attacks

    Prashant Rao / Semafor /

  19. China and North Korea open new bridge as ties improve

    Jeronimo Gonzalez / Semafor /

  20. India customs scrutiny diverts Niger soybeans to Asia at steep discounts, sources say

    The Economic Times /

  21. Revealed: Serbian ruler’s secret role in ‘illegal’ effort to help Trump business

    Tom Burgis / The Guardian /

  22. AI vs. the railroads

    Noah Smith / Noahpinion /

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

    Christine Ji / MarketWatch /

    Also: Euronews Deepening tech sell-off drags stocks lower as major markets slide, Bloomberg AI Rally Runs Into Inflation Reality, The New York Times Stocks Tumble as Concerns Over Inflation and A.I. Investments Grow, Semafor Traders sour on AI stocks despite bumper third-quarter revenues, 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

  24. EU Will Need to Increase Ukraine Funding to Plug Gap: Merz

    Kyiv Post /

Earlier today

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

    The Guardian /

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

    Michael MacKenzie / Bloomberg /

  3. Apple gears up for AI product push in China

    Brendan Ruberry / Semafor /

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

    Aruni Soni / The New York Times /

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

    Euronews /