THE MOAT

The business of the world.


THE MOAT as it stood at 29 October 2026, 10:07 Brussels time · Archive · Today’s page

Front page

  1. Alphabet spells out more AI capex, China+1 doesn’t add up

    Financial Times /

    Also: Bloomberg Alphabet Shares Tank on Sales Misses Across Core Businesses, The Business Times Alphabet shares fall after revenue miss, cash burn worsens

    In other languages: The Korea Economic Daily (Hankyung) AI 매출만으론 부족…현금흐름에 갈린 알파벳·오라클 [오기자의 미주ㅊㅊ] (ko), Handelsblatt KI: Teurer KI-Wettlauf – Alphabet verschreckt die Wall Street (de), Cinco Días Alphabet reduce su beneficio un 33% en el tercer trimestre mientras dispara su gasto en IA (es), Expansión Alphabet se deja un 9% en Bolsa tras reportar una caída de 'cash flow' mayor de la prevista (es), Jornal de Negócios Gás natural desce 2% e cai abaixo dos 100 euros/MWh. Dona da Google tomba 10% no "pre-market" (pt), Het Financieele Dagblad Live: AEX-index kijkt omhoog, Shell trekt de kar, ING zet er een rem op (nl) · see all

  2. Google shares tumble 10% after $51bn AI outlay deepens cash burn

    Financial Times /

  3. U.K. Budget Ducks Hard Choices Amid Market Concerns Over Debt

    Chelsey Dulaney / The Wall Street Journal /

    Also: The Telegraph Budget 2026: John Healey announces first economic plan as Chancellor, Financial Times Sovereign wealth funds to be taxed on UK property investments, Carbon Brief UK budget 2026: Key climate and energy announcements, Bloomberg UK Budget Does Little to Ease Pressure on BOE for Rate Hikes, The Guardian Budget 2026: Healey hikes taxes on banks and landlords to fund £100 handouts to 20m households, The New York Times A U.K. Budget With ‘Breathing Space’ in a Time of Rising Energy Costs, POLITICO Europe Healey targets Brits’ energy costs, raids banks in first budget, BBC Healey unveils £100 for energy bills and bank tax in first Budget · see all

    In other languages: Neue Zürcher Zeitung Gegen hohe Energiekosten: Grossbritannien bittet die Banken zur Kasse (de), Valor Econômico Reino Unido anuncia orçamento com medidas de apoio para amenizar a alta dos preços da energia (pt), Handelsblatt Labour-Regierung: Großbritannien beschließt Soforthilfen gegen hohe Energiepreise – bezahlen sollen die Großbanken (de)

  4. Oil prices decline after diplomatic push in Iran war

    Shweta Jain / The National /

    Also: Bloomberg Oil Drops as Traders Parse Vance’s Diplomatic Maneuver on Iran, The Wall Street Journal Oil Prices Fall as Traders Weigh U.S.-Iran Diplomacy

  5. Analysis: China’s clean-tech exports in 2026 to avoid as much CO2 as Brazil emits in a year

    Lauri Myllyvirta / Carbon Brief /

  6. European gas price crosses €100 for first time since 2022 as EU warns of new crisis

    Euronews /

    Also: France 24 EU natural gas prices top €100 for first time since 2022

    In other languages: Le Figaro Le gaz européen atteint les 100 euros le mégawattheure, une première depuis 2022 (fr), Der Standard Europäischer Gaspreis erstmals seit 2022 auf 100 Euro (de), The Korea Economic Daily (Hankyung) 유럽 가스값 4년 만에 100유로…전기료·생산비도 급등 (ko), Cinco Días El precio del gas natural en Europa supera los 100 euros por primera vez desde 2022 (es) · see all

  7. Shell profits double to $10.8bn as Iran war pushes up profit margin on oil

    The Guardian /

    Also: Financial Times European oil majors lift buybacks as Iran war drives bumper profits

  8. Central Asia's biggest state makes renewed push for infrastructure & AI projects

    The Economic Times /

  9. Can Asia keep growing as oil and debt bite? IMF’s Krishna Srinivasan explains

    The Economic Times /

  10. South Korea says considering deployment options to Strait of Hormuz, including aircraft

    Al-Monitor /

  11. ECB Set to Hold Rates to Assess France and Energy Risks

    Alexander Weber / Bloomberg /

    In other languages: Børsen Økonomer: Ét lands gældsproblemer spøger på ECB’s rentemøde (da)

  12. Video: India’s GIFT City Steps Up Push for Global Capital

    Bloomberg /

  13. Google to expand AI partnerships with public healthcare groups, establish new Singapore research hub

    Evan See / The Business Times /

  14. Russia’s Rosatom in advanced talks with Egypt, Togo, Namibia and Tanzania on floating nuclear power plants

    bne IntelliNews /

  15. Video: What Wall Street Really Thinks About the AI Trade Now

    Bloomberg /

    Also: Odd Lots What Wall Street Really Thinks About the AI Trade Now

  16. UK Government aims to spend 3% of GDP on defense by 2030, Chancellor says, but not everyone's convinced

    MercoPress /

  17. Congo cobalt: Build on its power

    Jackie Omotalade / The Africa Report /

  18. Leak website releases data on thousands of US Homeland Security employees

    Daily Maverick /

  19. Taliban’s poppy ban falters as Afghan farmers say they can't feed their children

    Al-Monitor /

  20. European Central Bank meets as France's deteriorating public finances continue to drive questions

    Le Monde /

  21. PJM desperately needs grid batteries. Here’s a way it could get some.

    Jeff St. John / Canary Media /

  22. Missile War Monitor: More than 600 drones fly at Moscow, flights restricted at Vnukovo and Domodedovo

    Ben Aris / bne IntelliNews /

  23. ‘Scattergun’ budget will still leave Britons facing higher energy bills, says leading thinktank

    Phillip Inman / The Guardian /

  24. Airbus eyes UK-Japan-Italy fighter jet deal after rival collapse

    Euronews /

Earlier today

  1. Federal Reserve issues FOMC statement

    Federal Reserve /

  2. Gold Cuts Losses as Fed Pauses and Stays Silent on Future Hikes

    Yihui Xie / Bloomberg /

  3. World Bank Raises Commodity Price Outlook Citing War and El Niño

    Jorgelina do Rosario / Bloomberg /

  4. Video: Microsoft's Big Bets on AI Start to Pay Off

    Bloomberg /

  5. Weil Gotshal, Once a Legal Powerhouse, Plans to Dissolve

    Lauren Hirsch / The New York Times /