THE MOAT

The business of the world.


THE MOAT as it stood at 2 November 2026, 23:47 Brussels time · Archive · Today’s page

Front page

  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. Anthropic reveals $900bn AI spending commitments ahead of IPO

    Financial Times /

    Also: Bloomberg Anthropic Revenue Hits Nearly $17 Billion Before Mega-IPO, The Business Times Anthropic plans to sell US$3.5 billion of shares to Japan investors in IPO

    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) · see all

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

    William Gavin / MarketWatch /

    Also: 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

  5. 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)

  6. Millennium Pulls Over $1.5 Billion From Two External Hedge Funds

    Liza Tetley and Nishant Kumar / Bloomberg /

  7. 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)

  8. 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)

  9. Oil drops 7% as Iran signals openness to peace talks

    The Business Times /

    In other languages: Rzeczpospolita Iran deklaruje gotowość do otwarcia cieśniny Ormuz. Stawia warunek USA (pl)

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

    Lerato Mutsila / Daily Maverick /

  11. Germany Confirms Spyware Alerts on Lawmakers’ Phones

    Kyiv Post /

  12. Binance says withdrawals stabilizing after $6.3-billion heist

    Shubham Kalia and Kanjyik Ghosh / The Globe and Mail /

    Also: The Japan Times Binance outflows hit $4.7 billion after record North Korea hack, The Diplomat $6B Binance Heist Exposes How North Korea Turned Hacking Into a State Revenue Stream, 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, France 24 Binance users withdraw $3.4 billion after record crypto heist, The Guardian Binance releases proof of reserves data for ten cryptocurrencies; oil tumbles amid hopes of Iran war breakthrough – as it happened, South China Morning Post Binance sees spike in withdrawals as exchange returns online after US$6.3 billion hack · 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), Jornal de Negócios Clientes da Binance tiram mais de 4 mil milhões de euros após ataque informático (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), La Nación Heladeras hackeadas: por qué los especialistas en ciberseguridad hablan de un “octubre negro” que todavía no termina (es) · see all

  13. India's refiners cash in as the world runs short of diesel

    Mark Buckton / bne IntelliNews /

  14. B.C. First Nations challenge Ottawa’s decision to fast-track Pacific Link pipeline

    The Globe and Mail /

    Also: Bloomberg Carney’s Push to Fast-Track Oil Pipeline Faces Mounting Indigenous Lawsuits

  15. Could AI swarms take down the grid?

    Stephen Lacey / Latitude Media /

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

    Valentina Dimitrievska / bne IntelliNews /

  17. 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)

  18. 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)

  19. Video: Millions receive nuclear threat warnings in Russia and Ukraine

    Ukraine: The Latest /

  20. Palantir earnings reveal a major AI turning point

    Christine Ji / MarketWatch /

    Also: Bloomberg Palantir Boosts Revenue Outlook on Strong Commercial Sales

  21. 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 /

  22. 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

  23. Russia Senses Opportunity in Polish Political Turmoil

    Andrew Higgins / The New York Times /

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

    Jack Dutton / Al-Monitor /

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 /