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THE MOAT as it stood at 15 October 2026, 17:48 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. EU Eyes Starlink Alternative for Ukraine in Early 2027

    Kyiv Post /

  2. 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

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

    Kyiv Post /

    In other languages: Handelsblatt EU-Gipfel: Unterstützung für Merz und Macron: Europa bereitet „Zweitschlagskapazität“ gegen China vor (de)

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

    Al-Monitor /

    Also: 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, 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)

  5. IMF raises sub-Saharan Africa growth forecast to 4.5% but warns of rising inflation

    bne IntelliNews /

    Also: Semafor IMF raises sub-Saharan Africa growth outlook

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

    Liz Hoffman / Semafor /

  7. IEA Agrees to Release of Outstanding 100 Million Barrels of Oil

    Grant Smith and Ewa Krukowska / Bloomberg /

    In other languages: Handelsblatt Hohe Kraftstoffpreise: IEA will Ölreserven schneller freigeben (de)

  8. Thames Water’s senior creditors near deal with rivals to avoid court challenge

    Financial Times /

  9. 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

    In other languages: Valor Econômico China e Coreia do Norte inauguram ponte fronteiriça para impulsionar o comércio (pt)

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

    Euronews /

    Also: Financial Times Norway’s $2.3tn oil fund urged to relax nuclear weapons ban

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

    The Economist /

  12. How the Houthis are helping Iran turn Saudi Arabia into a pressure point

    Al-Monitor /

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

    Kyiv Post /

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

  14. Data Centers Become Targets in Wars in Ukraine, Russia and the Middle East

    Ryan Mac and Ivan Nechepurenko / The New York Times /

  15. 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

  16. US Pump-and-Dump Crackdown Aimed Abroad Meets Homegrown Protests

    Nicola M White / Bloomberg /

  17. Cost of balancing Great Britain’s power grid reaches nearly £50m a day

    The Guardian /

  18. 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 Urged to Pause IPO for AI Safety by NYC Comptroller, 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. Independent AI Auditing Now

    Angela Huyue Zhang / Project Syndicate /

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

    The Economist /

  21. Netanyahu discloses 2025 call with Syria’s Sharaa, first publicly known contact

    Rina Bassist and Adam Lucente / Al-Monitor /

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

    Ben Aris / bne IntelliNews /

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

    Eugenia Perozo / Semafor /

  24. Fossilflation is a permanent risk to the US

    Tim McDonnell / Semafor /

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

    Dara Kerr and Blake Montgomery / The Guardian /

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

    Kyle Fitzgerald / The National /

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

    Michael MacKenzie / Bloomberg /