THE MOAT

The business of the world.


THE MOAT as it stood at 29 October 2026, 10:33 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 Euro desvaloriza em dia de decisão do BCE. 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, BBC Healey unveils £100 for energy bills and bank tax in first Budget, Bloomberg Here Are the Key UK Budget Measures Announced by John Healey, The Guardian Budget briefing: the key questions answered by Heather Stewart and Pippa Crerar, The New York Times A U.K. Budget With ‘Breathing Space’ in a Time of Rising Energy Costs · see all

    In other languages: Neue Zürcher Zeitung Gegen hohe Energiekosten: Grossbritannien bittet die Banken zur Kasse (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), Jornal de Negócios Governo dá 100 milhões para indústria enfrentar dependência do gás. Preço atingiu 100 euros (pt) · 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. EU and Canada eye now-or-never window to Trump-proof their ties

    Sebastian Starcevic / POLITICO Europe /

    In other languages: Le Figaro «Construire le partenariat le plus étroit que nous ayons jamais établi» : un sommet entre l’UE et le Canada jeudi et vendredi à Montéral (fr)

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

    The Economic Times /

  10. Bank Assets in India Hub That Competes With Singapore Jump 60%

    Haslinda Amin and Saikat Das / Bloomberg /

  11. In Moving Gradually, Fed Risks Having to Play Catch-Up to Quell Inflation

    Colby Smith / The New York Times /

  12. “Peak Greenwashing”: Two Bills in Congress Endorse Misleading Recycling Claims

    Lisa Song / ProPublica /

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

    The Economic Times /

  14. 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)

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

    Al-Monitor /

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

    Evan See / The Business Times /

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

    bne IntelliNews /

  18. 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

  19. Are Europe's fastest-growing startups hiring wrong?

    Sifted /

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

    MercoPress /

  21. Canadians could save billions in next decade if off-patent drugs get to market quickly, report says

    Chris Hannay / The Globe and Mail /

  22. Sharp China: Five Questions on the Fifth Plenum; Mbappé Hysteria and a Chinese Own Goal; The STAR 50 AI Bubble Has Burst

    Bill Bishop / Sinocism /

  23. Congo cobalt: Build on its power

    Jackie Omotalade / The Africa Report /

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

    Daily Maverick /

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 /