THE MOAT

The business of the world.


THE MOAT as it stood at 3 November 2026, 07:47 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 US Moves to Revoke South Africa, Rwanda Duty-Free Trade Access, Semafor Trump cuts South Africa, Rwanda from AGOA trade program

  2. 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

    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)

  3. 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

  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 Business Times Australia’s central bank lifts rates to 18-year high of 4.85%, The New York Times Are Freezers Being Hacked? Europe and the U.S. Military Investigate., BBC North Korea denies being behind record $6.3bn Binance hack, Financial Times Supermarket fridges hit by cyber attacks | FT #shorts, The Guardian RBA interest rates: Bullock says ‘some pain now’ will prevent worse pain later as Reserve Bank hikes rates for fifth time, The Globe and Mail Binance says withdrawals stabilizing after $6.3-billion heist · see all

    In other languages: 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), Het Financieele Dagblad Live: Noord-Korea ontkent betrokkenheid Binance-hack (nl) · see all

  5. 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, Bloomberg Oracle Leads 17-Firm High-Grade Bond Push Before US Midterm Vote, 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)

  6. 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, 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), 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

  7. China halts listings in bid to bolster struggling markets

    Financial Times /

  8. Global markets were already fragile. Big AI bets could break them.

    The Japan Times /

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

    Financial Times /

  10. As Moldova races ahead of Ukraine on reforms, EU set to reveal verdict on Kyiv's progress

    Chris Powers / The Kyiv Independent /

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

    Mint /

    Also: Bloomberg India to Consider Equity Gains Tax Concerns, Sitharaman Says

  12. Argentina pitches the EU on food, energy and minerals ‘solutions’

    Financial Times /

  13. 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

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

    Shweta Jain / The National /

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

    The Guardian /

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

    Sifted /

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

    Xinmei Shen / South China Morning Post /

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

    Sarmad Khan / The National /

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

    The Business Times /

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

    Newsbase analysts / bne IntelliNews /

  21. 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

  22. Video: Why PC makers are turning back to China

    Nikkei Asia /

  23. Central Banks Buy Gold at Fastest Pace Since 2024, WGC Says

    Jack Ryan / Bloomberg /

  24. ‘A serious failure’: CPS prosecutor cites imaginary case to high court after AI search

    The Guardian /

Earlier today

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

    Alisa Orlova / Kyiv Post /

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

    Al-Monitor /

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

    Bloomberg /

  4. Video: Morgan Stanley CEO Sees Up to $15T AI Investment Wave

    Bloomberg /

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

    Winnie Hsu / Bloomberg /