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THE MOAT as it stood at 28 October 2026, 07:47 Brussels time · Archive · Today’s page

SK Hynix profits soar amid roaring AI chip demand

Financial Times /

Also: Bloomberg SK Hynix Posts Record Profit Amid AI Rush, The Business Times SK Hynix posts 7-fold jump in Q3 profit, unveils shareholder return plan worth US$75 billion

In other languages: The Korea Economic Daily (Hankyung) SK하닉, 분기 매출 첫 100조 돌파…100원 팔아 80원 남겼다 [종합] (ko), Handelsblatt Chip-Hersteller: Nvidia-Zulieferer SK Hynix vervielfacht Gewinn – KI-Boom treibt an (de)

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

    Jason Furman / Peterson Institute (PIIE) /

    Also: Bloomberg Fed Seen Holding Rates With Nod to December: Decision-Day Guide

    In other languages: Le Figaro Dette, inflation, intelligence artificielle… La Fed et la BCE sous la pression des marchés (fr), The Korea Economic Daily (Hankyung) [밤 사이 해외뉴스 영상] Fed '금리 동결' 전망에 사모펀드 3000억달러 빚 폭탄 경고 (ko), Jornal de Negócios Tecnológicas e petróleo mais barato dão força a Wall Street na véspera de Fed (pt)

  2. Ambani’s Jio to make Mumbai trading debut after record US$3.2 billion India IPO

    The Business Times /

    Also: Financial Times Shares of Ambani’s Jio rise 21% in India’s biggest IPO, Bloomberg Traders Brace for Jio Debut

  3. Brazilian markets tumble on Lula's election victory

    Jeronimo Gonzalez / Semafor /

    In other languages: 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), Estadão O Brasil e o cenário fiscal: a situação das contas demanda imediato tratamento pelo governo eleito (pt) · see all

  4. Chinese Government to Speed Bond Sales to Stimulate Growth

    Iris Ouyang and Shulun Huang / Bloomberg /

    Also: The Business Times Chinese government to speed bond sales to stimulate growth

  5. US costs of Iran war rise to over $47 billion, according to Pentagon estimate

    Al-Monitor /

    Also: Daily Maverick US costs of Iran war rise to over $47bn, according to Pentagon estimate

  6. 🔮 Anthropic’s S-1 in charts

    Azeem Azhar / Exponential View /

    Also: Financial Times What we learnt from Anthropic's 240,000-word IPO filing | FT #shorts, Sky News Anthropic building the very thing it warns about, Financial Times Anthropic, Meta and the K-shaped company, 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, Bloomberg Anthropic Mum on Investment Grade as It Warns of More Debt · see all

    In other languages: 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), Der Standard Crash chinesischer KI-Aktien verunsichert vor Anthropic-Börsengang (de)

  7. Putin lectured Nordic leaders on Russian history during latest call, FT reports

    Dmytro Basmat / The Kyiv Independent /

    Also: POLITICO Europe The Putin call dividing EU leaders

  8. The AI bubble already popped — in China

    Financial Times /

  9. Gulf states working on multipart peace deal to avert renewal of US-Iran war

    The Guardian /

  10. AI maths advances raise fears over security of global encryption

    Financial Times /

  11. Down by the River Thames, a failure to build holds back Britain’s growth

    The Japan Times /

  12. Asia Rate Calls Are Blindsiding Markets And There’s More to Come

    Claire Jiao / Bloomberg /

  13. China’s stock slide can’t be reversed by massive state buying, analysts warn

    Zhang Shidong / South China Morning Post /

  14. The climate tech startups still growing despite the funding slowdown

    Sifted /

  15. A Chinese Port Could Be a Lifeline for Spain, but Also a Threat

    Jason Horowitz / The New York Times /

  16. Cinco claves para entender los próximos pasos de la salida a bolsa de Anthropic

    Bloomberg (Spanish) /

    In other languages: El País Los cofundadores de Anthropic, ante una fortuna conjunta de 200.000 millones de dólares tras la salida a Bolsa (es)

  17. The Budget | Chancellor John Healey announces economic plans

    Sky News /

    Also: The Guardian Chancellor targets cost of living crisis in budget for a ‘difficult moment’, Bloomberg Healey to Unveil Budget to Buy Breathing Room for UK and Labour, Financial Times Healey puts UK energy reform at centre of his ‘do no harm’ Budget

  18. Plan for multibillion-pound Sizewell nuclear plant a ‘terrible deal’ for UK taxpayers, MPs say

    The Guardian /

    Also: Financial Times Sizewell nuclear plant is ‘terrible deal’ for British taxpayers, MPs conclude

  19. India, China hold talks over border standoff

    bne IntelliNews /

  20. Wealthsimple raises funds at $13.8-billion valuation as it seeks to rival banks

    Murad Hemmadi / The Globe and Mail /

    Also: Bloomberg Canada’s Wealthsimple Raises Funds at $9.8 Billion Valuation

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

    Brendan Ruberry / Semafor /

  22. ‘Emotional intimacy’ from AI chatbots would be banned under Australia’s digital duty of care laws

    Josh Butler / The Guardian /

  23. How growth in use of AI and globalisation have transformed wealth management

    Bonnie Au and Jacqueline Kot / South China Morning Post /

  24. Japan shipping and energy firms join hands to promote ammonia-powered vessels

    The Japan Times /

Earlier today

  1. IMF Strikes Preliminary Argentina Deal As Market Return Dims

    Patrick Gillespie / Bloomberg /

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

    Anton Troianovski / The New York Times /

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

    Shona Ghosh / Bloomberg /

  4. France 2030: Macron's ambitious investment plan faces a 'budget wall,' Court of Auditors warns

    Le Monde /

  5. US-Friendly Nations Slash Treasury Purchases by 60%, Led by Asia

    Ruth Carson and Masaki Kondo / Bloomberg /