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THE MOAT as it stood at 2 November 2026, 23:03 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 $17 Billion in Revenue as I.P.O. Approaches, The Globe and Mail Anthropic revenue growth slows, compute financing risks mount 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), Der Spiegel Anthropic macht vor Börsengang Milliardenverluste (de), 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. US kicks South Africa, Rwanda out of AGOA

    Julian PecquetCarien du Plessis / The Africa Report /

    Also: bne IntelliNews US moves to strip South Africa and Rwanda of duty-free trade access under AGOA from January, Financial Times US moves to strip South Africa and Rwanda of duty-free trade access, Bloomberg South Africa, Rwanda Lose Access to US’s AGOA Trade Pact · see all

  2. Europe Experiences Second Wave of Cyberattacks, Supermarket Fridges Targeted

    Kyiv Post /

    Also: POLITICO Europe Europe’s supermarkets hit by new wave of cyberattacks targeting fridges, Bloomberg Supermarkets Across Europe Report Suspected Freezer Hack, The Guardian Who is hacking Europe’s supermarket fridges and freezers, and why?

    In other languages: Expansión (México) Ni la comida está a salvo de los hackers: ciberataques afectan supermercados europeos (es), Le Temps Une cyberattaque frappe des réfrigérateurs dans sept pays d’Europe (fr), NRC Hackers braken opnieuw in bij koelsystemen, dit keer ook in Nederland. Ze lieten de temperatuur tot wel zeventig graden oplopen. 'We zien nog steeds veel kwetsbare apparaten' (nl)

  3. Marvell to Acquire Lumentum in Historic $115 Billion Deal

    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

    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), Cinco Días Marvell y Lumentum acuerdan una fusión histórica de 115.000 millones en su apuesta por los centros de datos (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

  4. Oracle Leads 17-Firm High-Grade Bond Push Before US Midterm Vote

    Zahra Tayeb / Bloomberg /

    In other languages: Handelsblatt Kapitalbedarf für KI-Boom: Oracle will sich 20 Milliarden Dollar beschaffen (de), Valor Econômico Oracle planeja levantar US$20 bilhões por meio da emissão de títulos e venda de ações (pt), Dagens industri Oracle vill ta in 200 miljarder för AI-investeringar (sv)

  5. 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: Cinco Días Oracle vuelve a asustar al mercado al colocar 20.000 millones de dólares entre deuda y capital para financiar su inversión en IA (es), 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)

  6. 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: Der Spiegel USA drängen auf Gaslieferungen von Russland an 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)

  7. TAINTED TAPS: Mapped: Bronkhorstspruit an example of SA’s collapsing water system

    Lerato Mutsila / Daily Maverick /

  8. What caused the $6.3bn Binance hack?

    Financial Times /

  9. Carney’s Push to Fast-Track Oil Pipeline Faces Mounting Indigenous Lawsuits

    Thomas Seal / Bloomberg /

  10. Could AI swarms take down the grid?

    Stephen Lacey / Latitude Media /

  11. Alta Banka crisis sparks panic among depositors in North Macedonia

    Valentina Dimitrievska / bne IntelliNews /

  12. 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)

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

    Jules Rimmer / MarketWatch /

    In other languages: Jornal de Negócios SpaceX negoceia compra da Boost Mobile para criar operador móvel nos EUA (pt)

  14. Millions receive nuclear threat warnings in Russia and Ukraine

    Ukraine: The Latest /

  15. Palantir earnings reveal a major AI turning point

    Christine Ji / MarketWatch /

    Also: Bloomberg Palantir Boosts 2026 Revenue Outlook on Strong Commercial Sales

  16. Les lobbies du tabac mettent le paquet à Bruxelles, alors que l’UE se penche sur le secteur

    Dominic Giannini and Hanne Cokelaere / POLITICO Europe /

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

    Yinka Adegoke / Semafor /

    Also: TechCabal The Next Wave: The problem with putting an African fintech on Wall Street, Bloomberg OPay Halts IPO To Respond To Regulatory Inquiry

  18. Russia Senses Opportunity in Polish Political Turmoil

    Andrew Higgins / The New York Times /

  19. UAE taps French firm for first-ever natural hydrogen exploration: What to know

    Jack Dutton / Al-Monitor /

  20. A Debtors’ Club for a Fragmented World

    Ishac Diwan / Project Syndicate /

  21. The Family Business Behind Both Sides of the Ukraine War Peace Talks

    Kyiv Post /

  22. Poland’s struggle to restore the rule of law

    Financial Times /

  23. Russia's military budget buys close to 90% of America's in artillery shells - IntelliNews Lambda

    Ben Aris / bne IntelliNews /

  24. The Kremlin has killed Russia’s last free newspaper

    The Economist /

Earlier today

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

    Financial Times /

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

    Euronews /

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

    The Guardian /

  4. PBOC Conducts Overnight Reverse Repo as Policy Anchor Shifts

    Iris Ouyang / Bloomberg /

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

    Anastasiia Malenko / The Wall Street Journal /