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THE MOAT as it stood at 2 November 2026, 16:18 Brussels time · Archive · Today’s page

Marvell Reaches $115 Billion Deal for Lumentum Holdings

Ryan Gould / Bloomberg /

Also: The Globe and Mail Marvell to buy Lumentum in $115-billion deal in AI data-centre bet, Financial Times Marvell to buy data centre component maker Lumentum in $115bn AI bet, MarketWatch Marvell’s deal for Lumentum is giving flashbacks to the dot-com bubble

In other languages: Valor Econômico Marvell compra Lumentum por US$ 115 bilhões em aposta no mercado de data centers para IA (pt), Handelsblatt KI-Infrastruktur: Chipkonzern Marvell übernimmt Laserspezialisten Lumentum (de), Jornal de Negócios Marvell volta às compras. Chega a acordo para adquirir Lumentum por 115 mil milhões de dólares (pt)

  1. Iran says Hormuz stays shut until US ends blockade, ball in Washington's court

    bne IntelliNews /

    In other languages: Dagens industri Iran: Två fartyg har gått på minor i Hormuz (sv), Svenska Dagbladet Irans högste ledare stödjer indirekta samtal med USA (sv)

  2. US Reportedly Seeks to Restore Russian Gas Supplies Through Ukraine

    Alisa Orlova / Kyiv Post /

    Also: The Wall Street Journal U.S. Pushes to Restore Russian Gas Sales to Europe Via Ukraine, bne IntelliNews US revives push to sell Russian gas to Europe via Ukraine

    In other languages: Handelsblatt Energiepolitik: USA drängen auf russische Gaslieferungen durch die Ukraine nach Europa (de), Jornal de Negócios Estados Unidos querem gás russo de volta à Europa através dos gasodutos ucranianos (pt), Svenska Dagbladet USA vill få Europa att köpa rysk gas – via Ukraina (sv)

  3. Anthropic Seeks Up to $3.5 Billion in Japan for Its Mega US IPO

    Yasutaka Tamura / Bloomberg /

    Also: The New York Times Anthropic Reveals Surging Revenue in Third Quarter as I.P.O. Approaches, The Globe and Mail Anthropic’s quarterly loss shrinks to $23-billion, revenue jumps ahead of IPO, The Business Times Anthropic plans to sell US$3.5 billion of shares to Japan investors in IPO

    In other languages: Dagens industri Anthropics intäkter rusar (sv), Diario Financiero Anthropic prevé vender hasta US$ 3.500 millones en acciones en Japón para su salida a bolsa en EEUU (es), NRC Niet alleen beursgang Anthropic maakt november tot cruciale AI-maand (nl)

  4. Alphabet kicks off €6-billion bond sale, tests appetite for tech debt

    Dhara Ranasinghe and Yoruk Bahceli / The Globe and Mail /

    Also: Bloomberg Alphabet’s Euro Debt Market Return Tests Faith in AI, Semafor Alphabet launches eurobond, testing AI debt markets

  5. Binance sees spike in withdrawals as exchange returns online after US$6.3 billion hack

    South China Morning Post /

    Also: Bloomberg Binance Outflows Reach $4.7 Billion After North Korea Hack, The Japan Times Binance outflows hit $4.7 billion after record North Korea hack, Financial Times The $6.3bn Binance hack shows how centralised crypto has become, Semafor North Korea blamed for crypto heist, Euronews Binance resumes withdrawals after billions stolen in hack, BBC Binance users withdraw $3.6bn after largest-ever crypto hack, The New York Times Binance Reports $3.64 Billion in Outflows as It Resumes Normal Transactions, France 24 Binance users withdraw $3.4 billion after record crypto heist, The Business Times Binance sees spike in withdrawals as exchange returns online after US$6.3 billion heist, The Globe and Mail Binance customers pull $4.7-billion after hack as crypto investors weighs risk, Daily Maverick Binance sees spike in withdrawals as exchange returns online after $6.3bn heist, The Guardian Binance releases proof of reserves data for ten cryptocurrencies; oil tumbles amid hopes of Iran war breakthrough – business live · see all

    In other languages: Cinco Días Binance reanuda las retiradas de fondos tras el histórico robo y los clientes sacan 4.700 millones de dólares (es), Neue Zürcher Zeitung Der Binance-Coup: Wie Nordkorea die Krypto-Branche austricksen konnte (de), Expansión Los usuarios de Binance retiran más de 3.600 millones de la plataforma tras el robo (es), Valor Econômico Binance diz que onda de saques após roubo de US$ 6,3 bilhões está diminuindo (pt), Dagens industri Binance återupptar uttag efter rekordstölden (sv), Süddeutsche Zeitung Kryptobörse Binance gehackt: Lazarus – Nordkoreas legendäre Hacker (de), Estadão Binance registra retiradas líquidas de US$ 3,64 bilhões após retomada de saques (pt), Handelsblatt Binance: Warum Nordkoreas Hacker der Kryptobranche immer einen Schritt voraus sind (de), Diario Financiero Binance ve repunte de retiros al reanudar actividad tras robo de US$ 6.300 millones (es), The Korea Economic Daily (Hankyung) 8.4조원 털리고도 전액 보상…바이낸스 '재무 체력'의 비밀 (ko) · see all

  6. Ryanair eyes cost cuts as it faces a €2 billion rise in its fuel bill next year

    Euronews /

    In other languages: Der Standard Ryanair erwägt Nullrunden wegen teuren Kerosins (de), Jornal de Negócios Preço do jet fuel volta a pesar nos lucros da Ryanair (pt)

  7. Cyberattacks Hit Ukraine’s and Russia’s Emergency Alert Apps

    Anastasiia Malenko / The Wall Street Journal /

    Also: Bloomberg Ukraine and Russia Report Cyberattacks on Emergency Alert Apps, Kyiv Post Ukraine, Russia Hit by Hackers Sending Fake Nuclear Attack Alerts

  8. OPay’s US IPO withdrawal casts shadow over African fintech

    Yinka Adegoke / Semafor /

    Also: Bloomberg OPay Halts IPO To Respond To Regulatory Inquiry

  9. BoE set to raise rates to 4% in fight against inflation

    Financial Times /

    Also: Bloomberg BOE to Raise Rates for First Time Since 2023, Survey Shows, The Wall Street Journal BOE Expected to Join Peers in Raising Key Rate

  10. Oracle plans $20-billion bond and share sale to finance AI expansion

    The Globe and Mail /

    In other languages: Valor Econômico Oracle planeja levantar US$20 bilhões por meio da emissão de títulos e venda de ações (pt)

  11. America’s Gulf Allies Prepare for New Round of Strikes on Iran—and the Blowback

    Benoit Faucon / The Wall Street Journal /

  12. How A.I. Is Making It Easier Than Ever to Microtarget Voters

    Tiffany Hsu / The New York Times /

  13. Russia Expands Electronic Warfare Systems Against Starlink

    Anastasiia Bzova / Kyiv Post /

  14. How Ethiopia’s Gas-Car Ban Sparked an EV Boom

    Bloomberg /

  15. Pakistan suffered $40 billion in economic losses due to suspension of trade with India: PIBC chief

    The Economic Times /

  16. Burkina Faso: Russian security firms battle for control of a gold mine

    Mathieu Olivier / The Africa Report /

  17. Dangote’s IPO a chance to dismantle old barriers, says Nigerian Exchange boss Temi Popoola

    Nicholas Norbrook / The Africa Report /

  18. Blackstone, Canadian pension funds invest $3.1-billion for LNG Canada stake

    James Bradshaw / The Globe and Mail /

    Also: Bloomberg Blackstone Leads $3.1 Billion Deal to Acquire LNG Canada Stake

  19. Oman’s sultan concludes historic China visit amid US tensions: What to know

    Beatrice Farhat / Al-Monitor /

  20. Blackstone-backed data center operator tests AI debt fears

    Ellen DiMauro / Semafor /

  21. Capex key to India's growth strategy, fiscal prudence remains top priority: Sitharaman at HSBC event

    The Economic Times /

  22. Cracks in the A.I. Borrowing Binge

    The New York Times /

  23. Sberbank overtakes Gazprom as Russia's biggest company by revenue for the first time

    Ben Aris / bne IntelliNews /

  24. China’s EDA champion buys start-up to address weak link, support Huawei’s Tau Scaling Law

    Ann Cao / South China Morning Post /

Earlier today

  1. Negotiators ‘braced for worst’ over US-Iran talks to reopen strait of Hormuz

    The Guardian /

  2. PBOC Conducts Overnight Reverse Repo as Policy Anchor Shifts

    Iris Ouyang / Bloomberg /

  3. The Politics of Poland’s Judicial Crisis

    Maciej Kisilowski / Project Syndicate /

  4. Colombia at Risk of Default Without a Fix, Restrepo Tells Semana

    Maria Clara Cobo / Bloomberg /

  5. Taiwan Eases Exporter US Dollar Sale Curbs as Currency Drops

    Chien-Hua Wan and Argin Chang / Bloomberg /