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THE MOAT as it stood at 15 October 2026, 15:47 Brussels time · Archive · Today’s page

TSMC profits surge amid relentless AI demand

Financial Times /

Also: Bloomberg TSMC’s Profit Surpasses Expectations After AI Orders Rush In, Euronews Taiwan chip giant TSMC says net profit hit record in third quarter

In other languages: Valor Econômico Demanda por IA prolonga sequência de resultados recordes da TSMC (pt), Handelsblatt Technologie: Chipfertiger TSMC mit Rekordgewinne dank KI-Nachfrage (de), 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 /

    Also: Bloomberg Israeli Firms Placed Spyware at Al Jazeera via Ads, Report Says, The Guardian Israeli firm’s digital ads enabling installation of ‘zero-click’ spyware, researchers say · see all

  2. Prolonged war, renewed disruptions pose biggest risk to Middle East region, IMF says

    Al-Monitor /

    Also: Mint India to overtake Japan as 4th-largest economy in 2027 with $4.52 trillion GDP: IMF, Bloomberg IMF Sees Asia’s Growth Slowing Despite AI-Fueled Resilience, The Wall Street Journal Asia’s Uneven Economic Resilience Faces Stress Tests, IMF Says, bne IntelliNews IMF sees Bolivia as South America’s only economy shrinking through 2027 · 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)

  3. SpaceX’s Starlink expansion is a bold gamble on the future

    The Economist /

  4. Frozen Russian Assets: Europe Rejects US Control Plan – FT

    Kyiv Post /

    Also: bne IntelliNews US asks Europe to unfreeze Russian central bank assets

  5. 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, bne IntelliNews Ukraine strikes Ryazan refinery as Zelenskiy ends three-day pause, Kyiv Post ‘We’re Done’: Zelensky Says Ukraine Will Resume Strikes on Russian Oil Refineries, 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

  6. 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

  7. Investors dump data centre bonds as AI borrowers face ‘Darwin moment’

    Financial Times /

  8. The AI boom's next bottleneck is money, not chips

    Liz Hoffman / Semafor /

  9. A $1 Trillion Chip Rout Draws Billions Into Leveraged ETF Bets

    Emma Haidar / Bloomberg /

  10. Norway may open €2 trillion wealth fund to nuclear weapons makers

    Euronews /

  11. AI neolabs are raising huge sums. Most have little to show for it

    The Economist /

  12. Ukraine's spending freeze stalls shelters, grid protection before winter

    Ben Aris / bne IntelliNews /

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

    Soobin Kim / Bloomberg /

    Also: France 24 China, North Korea open long-delayed trade bridge, Semafor China and North Korea open new bridge as ties improve

  14. The EU's methane rule pause may not help energy prices

    Eugenia Perozo / Semafor /

  15. Fossilflation is a permanent risk to the US

    Tim McDonnell / Semafor /

  16. NATO allies to meet over Black Sea drone attacks on shipping

    Tim Ross / POLITICO Europe /

  17. Midterms Could Shift Focus of Epstein Abuse to Banks’ Role

    Matthew Goldstein / The New York Times /

  18. NYC Comptroller Calls for Anthropic to Pause IPO for AI Safety

    Anthony Hughes / Bloomberg /

    Also: Financial Times Anthropic tells investors quarterly revenue up 50% to $16.8bn ahead of IPO, Euronews Anthropic revenue jumps 46% to $16.8bn as AI firm eyes record $2 trillion IPO valuation, BBC Anthropic revenue surges to $16.8bn ahead of stock market listing, 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)

  19. Why Russia Sees a Window to Bomb Ukraine Into Submission This Winter

    Constant Méheut / The New York Times /

  20. 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

  21. 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)

  22. Missile War Monitor: Ukraine says a Neptune strike destroyed six Su-34M bombers at Borisoglebsk

    Ben Aris / bne IntelliNews /

    Also: Kyiv Post Ukrainian Navy Strikes 6 Russian Su-34M Bombers Using Neptune Missiles

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

    Jennifer Gnana / The National /

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

    Kyiv Post /

    In other languages: Handelsblatt EU-Gipfel: Merz bleibt beim EU-Budget hart – und stellt sich auf schwierige Verhandlungen ein (de)

Earlier today

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

    The Guardian /

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

    Financial Times /

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

    Michael MacKenzie / Bloomberg /

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

    Bloomberg /

  5. Apple gears up for AI product push in China

    Brendan Ruberry / Semafor /