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THE MOAT as it stood at 28 October 2026, 08:02 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. 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, Sky News Anthropic is on a path it may not be able to stop, The Business Times 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)

  3. 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

  4. 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

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

    Ruth Carson and Masaki Kondo / Bloomberg /

    Also: The Japan Times U.S.-aligned countries, led by Asia, slash U.S. Treasury purchases by 60%

  6. Revealed: UK relied on £2bn of ‘questionable accounting’ to hit its climate-aid goal

    Josh Gabbatiss / Carbon Brief /

  7. 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

  8. 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

  9. 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

  10. The AI bubble already popped — in China

    Financial Times /

  11. Will Ghana take Tarkwa from Gold Fields? Five questions behind Africa’s mining showdown

    Kent Mensah / The Africa Report /

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

    The Guardian /

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

    Financial Times /

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

    The Japan Times /

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

    Zhang Shidong / South China Morning Post /

  16. China’s CXMT to start advanced AI memory production despite poor yields, sources say

    The Japan Times /

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

    Sifted /

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

    Jason Horowitz / The New York Times /

  19. 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

  20. JPMAM plans more active ETFs in China after debut fund hits US$300 million cap on day one

    Daisy Wu / South China Morning Post /

  21. 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

  22. India, China hold talks over border standoff

    bne IntelliNews /

  23. 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

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

    Brendan Ruberry / Semafor /

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

    Financial Times /

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

    Shona Ghosh / Bloomberg /

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

    Le Monde /