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THE MOAT as it stood at 26 October 2026, 12:47 Brussels time · Archive · Today’s page

India’s ‘dear friend’ is back in power in Brazil, and a $30 billion trade opportunity is on the table

The Economic Times /

Also: MercoPress Lula wins Brazil’s presidency for a fourth time with 51.8% of the vote, The Guardian Lula wins historic fourth term as Brazilian president in defeat of far-right Flávio Bolsonaro, The Wall Street Journal Lula Wins Fourth Term in Brazil Election Upset, Daily Maverick Lula, Brazil’s iconic working class president, wins historic fourth term in dramatic comeback, Sky News Lula re-elected president in Brazil - as Flavio Bolsonaro calls for result to be annulled, The Economist From this day, fourth: Lula’s surprise win, El País Lula pulls off a historic comeback in Brazil and leads the left to victory over Flávio Bolsonaro, Financial Times Lula is re-elected Brazil’s president in knife-edge vote, Semafor Brazil’s Lula wins shock reelection · see all

In other languages: Diario Financiero Sorpresa en Brasil: Lula logra histórica reelección, pero Bolsonaro desconoce resultados y anuncia impugnación (es), Le Temps «Le fascisme a été stoppé en Amérique latine»: Lula reste à la tête du Brésil après un scrutin historique à plus d’un titre (fr), Valor Econômico Em virada histórica, Lula se reelege e quebra onda mundial de avanço da direita (pt), Estadão Lula precisará dar forte guinada na economia para evitar que disparada do dólar vire uma recessão (pt), Handelsblatt Brasilien: „Schock für die Märkte“ – Lulas Wiederwahl sorgt für heftige Kursturbulenzen (de), Svenska Dagbladet Brasilien förlänger valet (sv), Aftenposten Brasils høyesterett har besluttet å utvide valglokalenes åpningstider (no), Expansión (México) Brasil vuelve a las urnas con Lula y Flávio Bolsonaro en una elección que se define en una segunda vuelta (es), Expansión Lula gana las elecciones en Brasil (es), Le Grand Continent Lula : « Le Brésil n’est l’arrière-cour de personne » (fr), La Nación La reacción de las acciones de Mercado Libre tras la victoria de Lula da Silva sobre Flavio Bolsonaro en el balotaje (es), NRC Lula verrast en wint presidentsverkiezingen in Brazilië (nl), Dagens Næringsliv Asia faller – Brasil frykter børsfall etter Lulas seier (no), Jornal de Negócios Eleições no Brasil: Lula da Silva volta a ganhar em Lisboa e no Porto na segunda volta (pt), Dagens industri Lula omvald i Brasilien – ifrågasätts av Bolsonaro (sv) · see all

  1. AI Agents Are Already Changing the Price of Goods

    Joe Weisenthal and Tracy Alloway / Bloomberg /

    Also: Odd Lots AI Agents Are Already Changing the Price of Goods

    In other languages: Valor Econômico Agentes de IA começam a transformar as rotinas nas grandes companhias (pt), Handelsblatt Künstliche Intelligenz: „Wir können diese Agenten schon heute nicht kontrollieren“ (de)

  2. French Bond Rout Draws Australia Pension Into Market Others Shun

    Ruth Carson and David Finnerty / Bloomberg /

    Also: Financial Times Meta plans $95bn stock offering to bankroll AI expansion, The Globe and Mail Meta launches $35-billion stock offering to fund AI expansion, The Wall Street Journal ECB Expected to Leave Key Rate Unchanged Amid French Bond Drama, The Guardian Meta announces $95bn fundraising drive to pay for AI expansion – business live · see all

  3. EQT to buy Range Resources in $50bn North America gas deal

    Financial Times /

    Also: The Globe and Mail EQT to acquire Range Resources, creating U.S. gas giant, Bloomberg EQT to Buy Range Resources, Creating Largest US Gas Producer

  4. Oil plunges more than 6% from near wartime highs as diplomacy over Iran seemingly gathers pace

    Euronews /

    Also: Financial Times Oil price falls back as traders remain focused on Middle East conflict

  5. Musk says SpaceX raised US$40 billion in debt for GPUs

    The Business Times /

    Also: Bloomberg Musk Says $40 Billion Debt Deal for AI Chips Has Closed, The Kyiv Independent Ukraine war latest: Starshield operations restored to normal speed, Zelensky confirms as Elon Musk claims Ukraine violated Starlink terms

    In other languages: Rzeczpospolita Przełom ws. Starlinków na Ukrainie. „Zaczęły działać przy prędkości 420 km/godz.” (pl), Neue Zürcher Zeitung Die EU will SpaceX aus strategischen Gründen ausbremsen – die USA reagieren mit Drohungen (de), Le Temps SpaceX emprunte 40 milliards de dollars pour financer l’achat de processeurs graphiques utilisés dans l’IA (fr), Valor Econômico Musk diz que SpaceX captou US$ 40 bi em dívida para comprar GPUs (pt), Handelsblatt +++ Ukraine-Krieg +++: Ukraine weist Vorwürfe von Musk zu Starlink-Nutzung für Offensivangriffe zurück (de), Diario Financiero Musk afirma que SpaceX cerró un acuerdo de deuda por US$ 40 mil millones para impulsar su negocio de IA (es) · see all

  6. Serbian Strongman Vucic Concedes Defeat in Snap Elections

    Marina Zec / Balkan Insight (BIRN) /

    Also: The Guardian Serbian leader Aleksandar Vučić ousted by student movement in seismic election, Kyiv Post Serbia Votes as Student Movement Mounts Major Challenge to Vučić, bne IntelliNews Can Serbia’s students finally bring down Vucic?, The Kyiv Independent Zelensky says Serbia faces 'new chapter' after Vucic concedes defeat, The New York Times Aleksandar Vucic Concedes Defeat in Serbian Election, POLITICO Europe Serbia’s Vučić concedes defeat after tense parliamentary elections, Financial Times Serbia’s ex-president Vučić concedes defeat to Student List · see all

    In other languages: Svenska Dagbladet Historiskt skifte: Vučić erkänner sig besegrad (sv)

  7. Russia May Seek NATO Rollback to 1997 in Ukraine Talks

    Kyiv Post /

  8. Meta Seeks Up to $95 Billion in Equity to Fund AI Spending

    David Morris / Bloomberg /

  9. Healey to shield low-income pensioners from income tax in the Budget

    BBC /

  10. How Houthi attacks have grounded flights across Saudi Arabia

    Al-Monitor /

  11. Commission launches T-MED Investment Platform with up to €4.5 billion in EU guarantees

    European Commission /

  12. European gas prices soar to four-year high over winter supply fears

    Lauren Almeida / The Guardian /

  13. Chinese carmakers overtake Japan in Europe for first time

    The Business Times /

    Also: The Japan Times Chinese carmakers overtake Japan in Europe for first time

  14. Top officials from Mecca pact countries to meet Iranian officials in Tehran on Monday, two sources say

    Al-Monitor /

    Also: Daily Maverick Officials from Mecca pact countries to meet Iranian officials in Tehran on Monday

  15. In a global first, Hong Kong opens secondary trading for tokenised public funds

    Tim Yuen Lingk / South China Morning Post /

  16. The difficult reality of cutting China out of supply chains

    Prashant Rao / Semafor /

  17. China’s secret political wranglings pave new term for Xi

    Prashant Rao / Semafor /

  18. AI models cost more when you don’t use English

    Ananya Bhattacharya / Rest of World /

  19. The Kospi index is the leading indicator for the global AI trade — and Goldman just slashed its forecast by 25%

    Jules Rimmer / MarketWatch /

  20. EU sanctions against ISIL/Da’esh and Al-Qaeda: Council renews regime until 2027

    Council of the EU /

  21. Small nuclear reactors could boost the Asean Power Grid: GE Vernova executive

    Sharanya Pillai / The Business Times /

  22. What’s Riding on Anthropic Going Public? Nearly Everything.

    Erin Griffith and Lauren Hirsch / The New York Times /

  23. China’s proposed solar technology export curbs may delay India’s domestic manufacturing push: Report

    The Economic Times /

  24. Nigeria to get two new AI-ready data centres in a $1 billion investment

    Frank Eleanya / TechCabal /

Earlier today

  1. After stunning victory, Lula will face a deep hangover

    Financial Times /

  2. Elon Musk Says Ukraine Violated Starlink’s Rules

    Siobhán O’Grady / The New York Times /

  3. Trump defends tariffs at rally as he says Audi to build U.S. plant

    The Japan Times /

  4. Goldman Says Yen Becoming Better Hedge Against AI Market Shock

    John Cheng / Bloomberg /

  5. María Corina Machado returns to Venezuela

    Florantonia Singer and Alonso Moleiro / El País /