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THE MOAT as it stood at 3 November 2026, 06:47 Brussels time · Archive · Today’s page

Nvidia Tells Data Center Clients to Trim China Business, FT Says

Mark Anderson / Bloomberg /

Also: Financial Times Nvidia orders data centre clients to reduce China exposure

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

    William Gavin / MarketWatch /

    Also: Bloomberg Anthropic Revenue Hits Nearly $17 Billion Before Mega-IPO, 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 · 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)

  2. Australia’s central bank lifts rates to 18-year high of 4.85%

    The Business Times /

    Also: Financial Times Australia raises rates to highest level since 2008 financial crisis, Bloomberg RBA’s Bullock Signals Policy Pause After Split Decision to Hike, The Guardian RBA interest rates: Reserve Bank hikes cash rate for fifth time this year in blow to mortgage holders

  3. Oracle wants $20 billion to fund its AI future — and its stock is paying the price

    Emily Bary / MarketWatch /

    Also: The Business Times Oracle taps investors for US$20 billion to finance AI expansion, The Globe and Mail Oracle plans $20-billion bond and share sale to finance AI expansion

    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), Handelsblatt Kapitalbedarf für KI-Boom: Oracle will sich 20 Milliarden Dollar beschaffen (de), Jornal de Negócios Oracle e Alphabet avançam com novas angariações de capital para financiar gastos com IA (pt), Dagens industri Oracle vill ta in 200 miljarder för AI-investeringar (sv) · see all

  4. Binance Outflows Reach $4.7 Billion After North Korea Hack

    Ryan Weeks / Bloomberg /

    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?, France 24 Binance users withdraw $3.4 billion after record crypto heist, South China Morning Post Crypto industry confronts stark security challenges after US$6.4b Binance hack, Kyiv Post Europe Experiences Second Wave of Cyberattacks, Supermarket Fridges Targeted, The New York Times Are Freezers Being Hacked? Europe and the U.S. Military Are Investigating., BBC North Korea denies being behind record $6.3bn Binance hack, Financial Times Supermarket fridges hit by cyber attacks | FT #shorts, The Guardian Who is hacking Europe’s supermarket fridges and freezers, and why?, The Globe and Mail Binance says withdrawals stabilizing after $6.3-billion heist · 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 (México) Ni la comida está a salvo de los hackers: ciberataques afectan supermercados europeos (es), Expansión Las retiradas de clientes de Binance ascienden ya a 4.460 millones (es), Le Temps Une cyberattaque frappe des réfrigérateurs dans sept pays d’Europe (fr), Jornal de Negócios Clientes da Binance tiram mais de 4 mil milhões de euros após ataque informático (pt), Le Figaro Après la cyberattaque des réfrigérateurs, l’Europe s’inquiète de la vulnérabilité des champs photovoltaïques (fr), The Korea Economic Daily (Hankyung) 바이낸스 역대 최악 해킹사고에... 비트코인 가격 '촉각' (ko), Handelsblatt Cyberangriff: Diese Folgen hat der Binance-Hack für die Kryptowelt – die fünf wichtigsten Antworten (de), Valor Econômico Mercado Bitcoin suspende depósitos e saques por ‘incidente de segurança’ (pt), 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), Estadão Coreia do Norte rejeita acusações do FBI sobre envolvimento com ataque hacker à Binance (pt), Süddeutsche Zeitung Hackerangriff auf Binance: Nordkorea weist jede Schuld am Kryptoraub von sich (de) · see all

  5. 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), The Korea Economic Daily (Hankyung) [밤 사이 해외뉴스 영상] 1150억 달러 역대 최대 빅딜 터졌다…마벨, 루멘텀 전격 인수한 진짜 목적 (ko) · see all

  6. 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

  7. U.S. Strikes Iran’s Qeshm Island as Trump Talks Down War Risks

    Alexander Ward / The Wall Street Journal /

    Also: The Guardian US reportedly strikes Iran’s Qeshm Island as Vance voices optimism about a deal

  8. The power problems holding back America’s AI ambitions

    Financial Times /

  9. Can India abolish LTCG tax? SBI Research says Centre has ‘fiscal headroom’ to absorb loss, suggests alternatives

    Mint /

  10. Gold holds biggest jump in two months on Iran peace-deal hopes

    The Business Times /

    Also: Bloomberg Gold Holds Biggest Jump in Two Months on Iran Peace-Deal Hopes

  11. Adnoc Gas to supply TotalEnergies with up to 1.6 million tonnes of LNG in five-year deal

    Shweta Jain / The National /

  12. MPs granting powerful political lobbyists unfettered access to Australia’s parliament, data reveals

    The Guardian /

  13. Photonics mapped: 74 European startups using light to power the AI era

    Sifted /

  14. The rulemaking ‘farce’ that has banks and insurers at loggerheads

    Financial Times /

  15. Tokenised gold bar to advance Hong Kong’s ambitions as digital, metal trading hub

    Xinmei Shen / South China Morning Post /

  16. EQT seeks joint AI and data centre deals with Saudi and UAE sovereign investors

    Sarmad Khan / The National /

  17. Big ticket tech deals needed to keep pace with AI growth boom, financial leaders say

    The Business Times /

  18. US Maritime Administration approves ST LNG export terminal off Texas coast

    Newsbase analysts / bne IntelliNews /

  19. PBOC to raise banks’ forex reserve requirements to ease appreciation pressure on yuan

    Sylvia Ma / South China Morning Post /

    Also: Bloomberg Onshore Yuan Snaps Winning Streak as PBOC Lifts FX Reserve Ratio

  20. Lula’s digital triumph in Brazil election offers global model for the left

    Financial Times /

  21. US to mediate trilateral talks with Ukraine, Russia in Abu Dhabi next week, US envoy says

    Al-Monitor /

  22. Why PC makers are turning back to China

    Nikkei Asia /

  23. HDFC, Kotak banks find out what happens when AI goes rogue

    Mrunmayee / The Ken /

  24. Disney plans thousands of layoffs while targeting 20% cost savings

    The Japan Times /

    Also: The Business Times Disney eyes thousands of layoffs, with managers asked to cut 20%, Bloomberg Disney Plans Thousands of Layoffs, Targeting 20% Cost Savings

Earlier today

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

    Alisa Orlova / Kyiv Post /

  2. Huafa’s $62 Billion Debt Strain Shakes China’s Credit Market

    Bloomberg /

  3. Morgan Stanley CEO Sees Up to $15T AI Investment Wave

    Bloomberg /

  4. China Talks Up Market Openness While Steering Stocks and Yuan

    Winnie Hsu / Bloomberg /

  5. Wall Street CEOs, Big Global Money Managers Debate AI Risks

    Bloomberg /