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THE MOAT as it stood at 2 November 2026, 18:02 Brussels time · Archive · Today’s page

Behind Anthropic’s 1,127% revenue surge — and the computing bill that erased its profit

William Gavin / MarketWatch /

Also: Financial Times Anthropic reveals $900bn AI spending commitments ahead of IPO, The New York Times Anthropic Reveals Surging Revenue in Third Quarter as I.P.O. Approaches, The Globe and Mail Anthropic’s quarterly revenue jumps to nearly $17-billion ahead of IPO, The Business Times Anthropic’s quarterly loss shrinks, revenue jumps ahead of blockbuster IPO · see all

In other languages: Le Figaro Anthropic a réalisé un chiffre d'affaires de 17 milliards de dollars au troisième trimestre, en hausse de 46% (fr), Expansión Anthropic factura 15.000 millones en el tercer trimestre, según el folleto actualizado de su OPV (es), The Korea Economic Daily (Hankyung) 매출 12배 폭증에 순손실 140조원…앤스로픽 1.7조달러 가치 가능할까 (ko), 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) · see all

  1. 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), Expansión Marvell compra Lumentum por más de 103.000 millones para crecer en IA (es), 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) · see all

  2. 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

    In other languages: Jornal de Negócios Oracle e Alphabet avançam com novas angariações de capital para financiar gastos com IA (pt), Diario Financiero Alphabet lanza bonos por US$ 6.700 millones y pone a prueba apetito por deuda de tecnológicas (es)

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

    Alisa Orlova / Kyiv Post /

    Also: 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)

  4. 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 Iran: ”mycket intensiva” indirekta samtal med USA (sv)

  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 What caused the $6.3bn Binance hack?, 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 – as it happened · 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), 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 Nordkorea: Hacken im Auftrag des Diktators (de), Handelsblatt Binance: Warum Nordkoreas Hacker der Kryptobranche immer einen Schritt voraus sind (de), The Korea Economic Daily (Hankyung) 8.5조원 털리고도 전액 보상…바이낸스 '재무 체력'의 비밀 (ko), La Nación Heladeras hackeadas: por qué los especialistas en ciberseguridad hablan de un “octubre negro” que todavía no termina (es) · see all

  6. 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

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

    Anastasiia Malenko / The Wall Street Journal /

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

  8. 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)

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

    Yinka Adegoke / Semafor /

    Also: Bloomberg OPay Halts IPO To Respond To Regulatory Inquiry

  10. Second hot-money wave tests Egypt's $57bn reserves as pound slides, investors pull $3.5bn from T-bills

    bne IntelliNews /

  11. 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)

  12. POWER RISKS: The fragile assumptions behind South Africa’s optimistic electricity outlook

    Chris Yelland / Daily Maverick /

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

    Benoit Faucon / The Wall Street Journal /

  14. How did Vienna become safe haven for oligarchs and fugitives?

    Cornelius Granig / The Kyiv Independent /

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

    Tiffany Hsu / The New York Times /

  16. Big Food faces a multibillion-dollar health check

    Financial Times /

  17. Russia Expands Electronic Warfare Systems Against Starlink

    Anastasiia Bzova / Kyiv Post /

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

    Bloomberg /

  19. Blackstone Leads $3.1 Billion Deal to Acquire LNG Canada Stake

    Preeti Singh / Bloomberg /

    Also: The Globe and Mail Blackstone, Canadian pension funds invest $3.1-billion for LNG Canada stake

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

    The Economic Times /

  21. SpaceX has big wireless dreams — and Boost Mobile may be its shortcut

    Jules Rimmer / MarketWatch /

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

    Mathieu Olivier / The Africa Report /

  23. AI build-out forecasts are increasingly reliant on Elon Musk telling the truth

    Financial Times /

  24. World Bank, UN to fund Sh10bn KenGen battery storage facilities

    Business Daily Africa /

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 /