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THE MOAT as it stood at 27 October 2026, 23:46 Brussels time · Archive · Today’s page

Anthropic Mum on Investment Grade as It Warns of More Debt

Davide Barbuscia and Paula Seligson / Bloomberg /

Also: Exponential View 🔮 Anthropic’s S-1 in charts, 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., Sky News Anthropic is on a path it may not be able to stop, Semafor Anthropic prospectus cheers investors ahead of IPO, The Business Times Anthropic mum on investment grade as it warns of more debt · see all

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

  1. Bullish Treasury Bets Face Reversal Risk From Hawkish Fed

    Edward Bolingbroke and Greg Ritchie / Bloomberg /

    Also: Euronews What to expect from the Fed as Warsh weighs hot inflation, oil and US midterms

    In other languages: Le Figaro Dette, inflation, intelligence artificielle… La Fed et la BCE sous la pression des marchés (fr), Jornal de Negócios Tecnológicas e petróleo mais barato dão força a Wall Street na véspera de Fed (pt), Valor Econômico Ouro avança com demanda em meio aos preços descontados e antes da decisão do Fed (pt)

  2. IMF Strikes Preliminary Argentina Deal As Market Return Dims

    Patrick Gillespie / Bloomberg /

    In other languages: La Nación El FMI aprobó la tercera revisión del acuerdo con la Argentina y allana el camino para un nuevo desembolso (es), Diario Financiero FMI da nuevo espaldarazo a Argentina: acuerda desembolso por US$ 900 millones (es)

  3. Brazilian markets tumble on Lula's election victory

    Jeronimo Gonzalez / Semafor /

    Also: bne IntelliNews High turnout ousts Vucic’s allies in Serbia and saves Lula in Brazil, Bloomberg Lula’s Win Isn’t as Bad as Markets Think, Financial Times Brazil’s currency plunges most since 1999 after Lula’s election victory

    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), Diario Financiero Las señales que esperan los inversionistas del nuevo mandato de Lula en Brasil (es), Expansión Lula afronta una encrucijada fiscal tras el desplome de los mercados brasileños (es), Rzeczpospolita Lula wygrał wybory, giełda runęła. Brazylia próbuje otrząsnąć się z szoku (pl), La Nación El riesgo país bajó tras el salto que provocó la elección en Brasil, pero siguió en el valor más alto en un año (es) · see all

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

    Anton Troianovski / The New York Times /

    Also: The Kyiv Independent Trump reportedly considering lifting sanctions against Russia's investment fund, Kyiv Post Trump Administration Weighs Lifting Sanctions on Kremlin’s Investment Fund – NYT

  5. China's 'national team' state funds intervene amid market rout

    Brendan Ruberry / Semafor /

  6. RAF Fairford Incident Was Coordinated By Man Acting for Iran, UK Prosecutors Say

    Megan Specia / The New York Times /

    Also: The Guardian RAF Fairford plot ‘coordinated by handler working on behalf of Iran’

  7. The AI stock selloff hits clean energy

    Stephen Lacey / Latitude Media /

  8. OpenAI's $25bn Argentina data centre still stuck at letter of intent a year on

    bne IntelliNews /

  9. Canada, UAE sign trade pact as Ottawa seeks to diversify beyond US

    Samuel Wendel / Al-Monitor /

  10. Cohere catches Alibaba AI model trying to upload file to Beijing server

    Alexandra Posadzki / The Globe and Mail /

  11. Is the Russia-Ukraine war entering a new phase? | FT #Russia #Ukraine #russiaukrainewar

    Financial Times /

  12. 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 sharply on production challenges, slower free-cash-flow growth

  13. OpenAI’s Sam Altman urges companies to focus on AI security threat as GPT-6 adoption soars

    Aarti Nagraj / The National /

  14. Infineon to Invest €1.1 Billion in Key Austrian Chip Factory

    Shona Ghosh / Bloomberg /

  15. Anthropic details ‘existential risks to humanity’ in IPO filing

    Financial Times /

    Also: Financial Times What we learnt from Anthropic's 240,000-word IPO filing | FT #shorts, Le Monde Anthropic files for stock market listing, revealing soaring sales and a long list of risks, 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, Stratechery Anthropic S-1, The Cost of Compute, Who Is Paying?, The Guardian Four takeaways from Anthropic’s potentially record-breaking stock market filing, 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, Bloomberg Anthropic Flags ‘Existential Risks’ in Long-Awaited IPO Filing · see all

    In other languages: Der Standard Crash chinesischer KI-Aktien verunsichert vor Anthropic-Börsengang (de), Dagens industri Analytiker pekar ut storvinnare på Anthropic-IPO (sv)

  16. Iran threatens South Korean shipping group over Hormuz transits

    Financial Times /

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

  17. AGRICULTURAL SECTOR: SA farmers swap maize for sunflower as ‘Godzilla’ El Niño threatens harvests

    Ed Stoddard / Daily Maverick /

  18. The branch-plant economy is breaking in Canada. Now what?

    Arthur Lam / The Globe and Mail /

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

    bne IntelliNews /

    Also: Semafor Africa Finance Corporation names Lobito Corridor builders

  20. Washington discusses Russian deals for US oil majors in Ukraine peace talks

    Financial Times /

  21. Nord Stream Trial Continues as Court Rejects Defence Bid to Halt Proceedings

    Korbinian Leo Kramer / Kyiv Post /

    Also: Financial Times Nord Stream sabotage suspect under ‘direct command’ of Ukrainian army

  22. FORBIDDEN STORIES: Killed while livestreaming — the blogger who exposed Mozambique’s toxic chromium mining corridor

    Alexander Abdelilah / Daily Maverick /

  23. East African Crude Oil Pipeline financing: Can Standard Bank’s climate claims survive scrutiny

    Flevian Bonareri Machoka and Kholwani Simelane / Daily Maverick /

  24. The Fed Is Off Its Own Reaction Function. It Should Tell Us Why.

    Jason Furman / Peterson Institute (PIIE) /

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

    Steve Goldstein / MarketWatch /

  4. Microsoft offers buyouts to 60,000 staff

    Financial Times /

  5. Two men charged in UK with helping Iran over RAF Fairford incident

    Al-Monitor /