THE MOAT

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THE MOAT as it stood at 27 October 2026, 19:03 Brussels time · Archive · Today’s page

Front page

  1. Anthropic IPO Filing Reveals $417 Billion in Future AI Spending

    Rebecca Torrence / Bloomberg /

    In other languages: Der Spiegel Künstliche Intelligenz: Anthropic-Börsengang und Microsoft-Jobabbau befeuern Angst vor KI-Blase (de)

  2. Lula faces a fiscal reckoning after Brazil’s market rout

    Financial Times /

    Also: The Guardian How the streets and social media drove Lula to a historic comeback in Brazil

    In other languages: The Korea Economic Daily (Hankyung) "코로나 이후 최대 낙폭"…룰라 당선에 브라질 금융시장 패닉 (ko), Valor Econômico Ausência de consolidação fiscal pode pressionar perfil de crédito do Brasil, diz Moody's (pt), Expansión Lula afronta una encrucijada fiscal tras el desplome de los mercados brasileños (es)

  3. Video: Advent's $30B Buyout Push

    Bloomberg /

    In other languages: Brazil Journal Advent capta US$ 27 bi para seu maior fundo global (pt), Expansión Advent ataca España con 27.000 millones en dos nuevos fondos de capital riesgo (es)

  4. Boeing shares plummet on slower 737 production and free cash flow growth outlook

    The Business Times /

    Also: Financial Times Boeing shares slump as planemaker cuts 737 jet delivery target, The Globe and Mail Boeing shares fall on production challenges, slower free-cash-flow growth

  5. Bond investors are starting to say ‘anything but tech.’ What that means for the AI boom.

    Joy Wiltermuth / MarketWatch /

    Also: Bloomberg Bond Market Doubts Gridlock Will Ease Deficit Woes This Time

    In other languages: Expansión El bono de EEUU: otra invasión bárbara (es)

  6. AFC selects preferred contractors for $5bn Zambia-Angola Lobito railway

    bne IntelliNews /

    Also: Semafor Africa Finance Corporation names Lobito Corridor builders

  7. Nord Stream sabotage suspect under ‘direct command’ of Ukrainian army

    Financial Times /

    Also: Kyiv Post Nord Stream Trial Continues as Court Rejects Defence Bid to Halt Proceedings

  8. Iran threatens South Korean shipping group over Hormuz transits

    Financial Times /

    Also: Bloomberg Iran Says It Will Take Action Against Sinokor Ships in Hormuz

    In other languages: Dagens industri Oljetanker uppges ha gått på mina i Hormuzsundet (sv)

  9. Yemen's Houthis say they hit Saudi Ras Tanura oil refinery with missile

    Al-Monitor /

    In other languages: Valor Econômico Houthis afirmam ter atacado maior refinaria de petróleo da Arábia Saudita (pt)

  10. 🔮 Anthropic’s S-1 in charts

    Azeem Azhar / Exponential View /

    Also: Financial Times Anthropic and the AI cluster effect in fundraising, The Economist Act of Claude: Anthropic’s IPO bid, The New York Times Who Stands to Gain From an Anthropic I.P.O., Bloomberg Anthropic’s IPO May See CBA Sitting on Multi-Billion Windfall, Semafor Anthropic prospectus cheers investors ahead of IPO · see all

    In other languages: The Korea Economic Daily (Hankyung) 앤트로픽 IPO 시동…8000억달러 지출 약정 공개 (ko), El País Anthropic y sus rivales en la IA desatan la mayor avalancha financiera de la historia (es), Het Financieele Dagblad Anthropic geeft beleggers wel economische voordelen maar geen inspraak (nl), Svenska Dagbladet Anthropics osannolika siffror (sv), Handelsblatt Morning Briefing: Das sind die wichtigsten Zahlen zum Anthropic-Börsengang (de) · see all

  11. Ukraine Moves Closer to Its Own Satellite Network as Test Craft Reaches Orbit

    Kyiv Post /

  12. Mercedes-Benz cuts 2026 profit outlook amid China market struggles

    Euronews /

    In other languages: Neue Zürcher Zeitung Neuer China-Schock für Mercedes: Der Autobauer muss seine Prognose nach unten korrigieren (de), Handelsblatt Autohersteller: Chinaflaute und Irankrieg – Mercedes senkt Gewinnprognose deutlich (de)

  13. Anthropic files for stock market listing, revealing soaring sales and a long list of risks

    Le Monde /

    Also: Bloomberg Anthropic’s S-1 Reveals Financial War Chest, Financial Times What we learnt from Anthropic's 240,000-word IPO filing | FT #shorts, Euronews Anthropic's IPO filing shows off soaring revenues as the company warns of AI's 'risks to humanity', The Globe and Mail Anthropic files for potentially biggest IPO ever as CEO warns of risk to humanity from AI, Semafor Anthropic IPO filing discloses first-of-its-kind governance structure, Financial Times Anthropic details ‘existential risks to humanity’ in IPO filing, The Japan Times Anthropic’s IPO sets up defining moment for Wall Street and AI boom, Heatmap Anthropic’s IPO Filing Is Worried About Data Center Power, ESG Backlash, and California Wildfires, France 24 Anthropic's IPO filing shows soaring sales and steep losses, South China Morning Post How China ‘risk factors’ loom over Anthropic’s hotly anticipated IPO filing, The Business Times Anthropic’s IPO filing shows explosive growth, risks and staggering costs · see all

    In other languages: Valor Econômico Bolsas de Nova York avançam impulsionadas pelo pedido de IPO da Anthropic (pt), Der Standard Crash chinesischer KI-Aktien verunsichert vor Anthropic-Börsengang (de), Dagens industri Analytiker pekar ut storvinnare på Anthropic-IPO (sv)

  14. EU eyes global tax deal revenue to boost next budget

    Gregorio Sorgi / POLITICO Europe /

  15. Meta increases size of planned equity offering to $97.5-billion

    Jaspreet Singh / The Globe and Mail /

    In other languages: Valor Econômico Meta planeja captar US$ 95 bi para reforçar o caixa e investir em IA (pt)

  16. This week could help decide whether the Fed raises interest rates in December

    Mint /

    Also: The Business Times Hike or hold: Fed chief Warsh faces another tough choice on rate decision, The New York Times The Fed Is Expected to Hold Rates Steady. Warsh Will Have to Explain Why., Euronews What to expect from the Fed as Warsh weighs hot inflation, oil and US midterms, Bloomberg Kaplan on Raising Equity for Tech, Fed Decision · see all

    In other languages: Børsen Ny prøve venter Fed-chef onsdag (da), Valor Econômico Bolsas de NY avançam com ‘techs’ e queda no petróleo, à espera do Fed (pt)

  17. Why India should resist the temptation to defend the rupee at any cost, Raghuram Rajan explains

    Mint /

  18. Trump Explores Lifting Sanctions on Russia’s Flagship Investment Fund

    Anton Troianovski / The New York Times /

  19. China Claims Strong Economic Growth, but Skeptics Question Official Figures

    Katrina Northrop / The Wall Street Journal /

  20. Russia's Arctic sea route could run year-round from 2027, Rosatom says

    Ben Aris / bne IntelliNews /

  21. We Went to Cuba to See How the Fuel Crisis Is Forcing Havana to Open Its Economy

    Belle Cushing / The Wall Street Journal /

  22. Moody’s sees South Africa budget as credit positive but warns on debt costs

    bne IntelliNews /

  23. Russia’s farm exports to India rise 11% in nine months, led by sunflower oil

    The Economic Times /

  24. Brazil’s Chapter in the Anti-Authoritarian Playbook

    Robert Muggah / Project Syndicate /

Earlier today

  1. Brazil stocks, real nosedive as Lula win ends bullish run

    Rodrigo Campos / The Globe and Mail /

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

    The Economic Times /

  3. Brazil’s currency plunges most since 1999 after Lula’s election victory

    Financial Times /

  4. Customers are chasing higher-rate products. That’s bad news for banks like HSBC.

    Steve Goldstein / MarketWatch /

  5. Microsoft offers buyouts to 60,000 staff

    Financial Times /