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THE MOAT as it stood at 4 November 2026, 11:33 Brussels time · Archive · Today’s page

Korean Stocks’ Wild US Election Day Swings Show AI Trade on Edge

Youkyung Lee / Bloomberg /

Also: The Economic Times Trump's midterm setback may put India under pressure for quick trade deal on US terms: GTRI, South China Morning Post US midterm blue tsunami jolts Asian markets as tighter AI, fiscal scrutiny looms, The Business Times Stocks wilt, dollar slides as early midterm results point to blue sweep, MercoPress Markets react to the US midterms: the dollar falls and gold rises, The Japan Times Japanese stocks sink as U.S. midterm results hit tech shares, Euronews US midterms: What Trump's defeat means for Europe and global markets, The National Asian equities and US stock futures slump amid blue sweep in US polls, The Globe and Mail With Democrats in the House, the trade war will continue and could even be worse, The New York Times How the Stock Market Is Reacting to the Midterm Elections, Mint US midterm election results impact on Indian economy: From trade deal to oil prices and stock markets, explained, POLITICO Europe 5 things Europe needs to monitor as Democrats blitz Trump in US midterms, Heatmap If This Was a Data Center Election, Data Centers Lost, Kyiv Post Democrats Sweep Both Chambers of US Congress as Trump Suffers Defeat, The Guardian Dollar falls while gold and US Treasury bonds rally as markets react to Democrats’ midterm election victory – business live · see all

In other languages: Jornal de Negócios Europa negoceia no verde com vitória dos Democratas nos EUA. Juros aliviam na Zona Euro (pt), Handelsblatt US-Börsen: Märkte fürchten Sieg der Demokraten – Nikkei stürzt ab, US-Futures fallen (de), Le Figaro Midterms 2026: le dollar et les Bourses d'Asie trébuchent face à la vague démocrate (fr), Cinco Días El dólar se deprecia y los futuros de Wall Street se anotan un ‘rally’ inesperado tras la victoria demócrata en las ‘midterms’ (es), Børsen Aktier i Asien: Demokratisk succes ved midtvejsvalget sender aktier markant ned (da), Valor Econômico Bolsas da Ásia e futuros dos EUA oscilam após vitória democrata (pt) · see all

  1. Combustion engine not dead in China, says BMW as profits slide

    Financial Times /

    Also: The Business Times BMW cuts automotive outlook for second time as restructuring deepens, Bloomberg BMW Accelerates Model Rollout, Cuts Profit Forecast

    In other languages: Handelsblatt Automobilindustrie: Gewinn von BMW schrumpft - Jobabbau wird ausgeweitet (de), Süddeutsche Zeitung Autoindustrie: Gewinn von BMW schrumpft – und es kommt noch schlimmer (de), Het Financieele Dagblad BMW schrapt meer arbeidsplaatsen na tegenvallende verkoopcijfers in China (nl), Frankfurter Allgemeine BMW in der Krise: Kein Aufbruch, nur Krisenmanagement (de), Der Spiegel BMW macht 15 Prozent weniger Gewinn – und es dürfte noch schlimmer werden (de), Neue Zürcher Zeitung MELDUNGEN WIRTSCHAFT - Designierter Rieter-CEO tritt neuen Posten nach Streit um Bonus nicht an +++ Gewinn von BMW schrumpft (de) · see all

  2. Eurozone Inflation Climbs Again, Driven by Energy Costs

    Ed Frankl / The Wall Street Journal /

    Also: Financial Times Eurozone inflation rises to 4% in October

    In other languages: Børsen Inflation rammer 4 pct. i Europa (da), Jornal de Negócios Inflação da Zona Euro dispara para 4% em outubro. Preços da energia superam os 20% (pt), Handelsblatt Geldpolitik: Inflation im Euro-Raum erreicht die Vier-Prozent-Marke (de)

  3. Oracle cancels $7bn Tencent AI deal under Trump pressure

    Financial Times /

    Also: Bloomberg Oracle Scraps $7 Billion Deal to Lease Chips to Tencent, FT Says, The Business Times Oracle scraps US$7 billion deal to lease chips to Tencent under Trump pressure, FT reports

    In other languages: Handelsblatt KI-Chips: Oracle streicht offenbar Vertrag mit Tencent – über sieben Milliarden Dollar (de), Dagens industri Uppgifter: Oracle fimpar Tencent-avtal (sv)

  4. Google to Spend $15 Billion in Malaysia Data Center Expansion

    Danial Azhar / Bloomberg /

    In other languages: Brazil Journal Por que a euforia com os data centers já corre risco (pt)

  5. Binance hackers used fake interviews and social media profiles in $6.3bn heist

    Financial Times /

    Also: The Guardian Hackers behind $6.3bn Binance heist ‘used malware and bogus job interviews’, Bloomberg Binance Hackers Used Fake Job Interviews in Record Heist, The National Binance says fake job interviews and internal AI tool used in $6.3bn heist, The Business Times Binance says hackers plotted US$6.3 billion heist for months, BBC Binance says fake job interviews used as part of $6.3bn crypto hack, The Japan Times Binance hackers used fake job interviews in record heist, The Globe and Mail Hackers used fake job interview to compromise Binance in $6.3-billion attack · see all

    In other languages: Valor Econômico Hackers usaram entrevista de emprego falsa antes de roubo de US$ 6,3 bilhões da Binance (pt), Le Figaro Faux entretien d'embauche, détournement d'IA… Binance révèle le mode opératoire du piratage record dont elle a été victime (fr), Cinco Días Una falsa entrevista de trabajo: así se ejecutó el robo a Binance, el mayor hackeo de la historia cripto (es), La Nación “Campaña sofisticada”: Binance reveló que los hackers hicieron entrevistas de trabajo falsas para el robo de US$6300 millones (es), Handelsblatt Milliarden-Hack: Hacker nutzten fingiertes Vorstellungsgespräch für Attacke auf Binance (de), Asahi Shimbun 仮想通貨の盗難事件、偽の採用面接も攻撃の経路に バイナンスが発表 (ja) · see all

  6. AMD beats estimates on near-doubling of data center revenues

    Brendan Ruberry / Semafor /

    Also: Bloomberg AMD Forecast Exceeds Estimates as AI Chip Demand Soars, The Globe and Mail AMD forecasts quarterly revenue above estimates as data centre growth accelerates, The Business Times AMD forecasts quarterly revenue above estimates as data-centre growth accelerates

    In other languages: The Korea Economic Daily (Hankyung) "한국은 AI 미래 결정짓는 핵심 국가"… AMD 러브콜 (ko), Expansión AMD aumenta sus ingresos un 45% impulsada por sus centros de datos (es), Handelsblatt Quartalszahlen: AMD dank KI-Prozessoren mit erneutem Rekordquartal (de), Dagens industri Bättre än väntat för AMD – aktien lyfter (sv) · see all

  7. Hedge funds flag growing private credit risks amid rising rates

    The Business Times /

    Also: Bloomberg Hedge Funds Flag Growing Private Credit Risks Amid Rising Rates

  8. Poland slashes coal to half its power in four years as solar and wind double

    Ben Aris / bne IntelliNews /

  9. Euro-Zone Inflation Accelerates to Double the ECB’s Target

    Mark Schroers / Bloomberg /

  10. Spain’s transport minister resigns after deadly train crash

    Ignacio Alarcón / POLITICO Europe /

    Also: The Guardian Spanish transport minister resigns after deadly train crash, MercoPress Spain’s transport minister resigns after the train crash that killed at least 69 people, The New York Times Spain’s Transport Minister Resigns After Deadly High-Speed Rail Crash

    In other languages: Diario Financiero Renuncia ministro de Transportes de España tras accidente ferroviario que dejó 69 muertos (es), Valor Econômico Ministro de Transportes da Espanha renunciará após colisão de trens rápidos (pt)

  11. Sweden’s Central Bank Latest to Lift Rates in Response to War

    Paul Hannon / The Wall Street Journal /

    In other languages: Valor Econômico Banco central da Suécia volta a elevar juros após guerra, para 2% ao ano (pt)

  12. Trump claims US will end military aid to Israel by end of this year

    Andrew Roth / The Guardian /

    Also: Semafor Trump says he’ll cut Israel aid, teeing up a fight, Daily Maverick As Americans vote, Trump says US will stop $4bn in aid to Israel, Financial Times Trump says US will end military aid to Israel by end of the year, Al-Monitor Trump says US will stop $4 billion military aid to Israel at end of 2026, The Wall Street Journal Trump Says U.S. Plans to Cut Off Military Aid to Israel by End of Year · see all

  13. Global asset managers warn geopolitical and AI concentration risk need a new approach to investing

    Benjamin Cher / The Business Times /

  14. And still, they plant: front-line farmers rebuild their businesses against all odds

    Diana Delyurman / The Kyiv Independent /

  15. Meta raises US$15 billion in five-part US bond sale to fund AI expansion

    The Business Times /

    Also: Bloomberg Meta Starts Debut Euro Bond as AI Funding Race Gets Costlier

  16. RBI sets up panel with banks, market players to review financial market issues

    The Economic Times /

    Also: Bloomberg India’s Central Bank Sets Up Panel to Assess Forex, Bond Markets

  17. Ottawa’s mega-investment in Cohere sparks debate over how to best support AI sector

    Murad Hemmadi and Joe Castaldo / The Globe and Mail /

  18. Democrats win control of Senate as US voters reject Trump’s agenda

    Chris Stein / The Guardian /

    Also: Heatmap Democrats Retake Congress. Here’s What They Plan to Do With It., POLITICO Europe Democrats win the Senate and House as voters reject Trump

    In other languages: Le Temps Aux Etats-Unis, les démocrates reprennent le Congrès (fr)

  19. Fire Rages for Second Day at Russia’s Key Oil Hub After Ukrainian Strike

    Kyiv Post /

  20. Africa’s AfCRA eyes first sovereign ratings by March 2027 as talks with 15 governments advance

    Brian Kenety / bne IntelliNews /

  21. Ukraine's anti-graft agencies probe possible SBU role in high-profile case, report firearm threats during searches

    Kateryna Denisova / The Kyiv Independent /

  22. Tencent unveils Hy4 as open-weight AI race with DeepSeek, Z.ai, Alibaba heats up

    Iris Deng / South China Morning Post /

  23. ‘The race is on’: Swiss bankers nod to Hong Kong’s prowess as wealth hub

    Yulu Ao / South China Morning Post /

  24. Russia Attacks Ukraine With 310 Drones, Energy and Infrastructure Damaged

    Kyiv Post /

    Also: The Kyiv Independent Russia hits substation critical for nuclear power plant in biggest mass attack on Ukraine's energy this year, Financial Times Russia unleashes massive attack on Ukraine’s energy infrastructure, Al-Monitor Russia bombards Ukraine power grid before Abu Dhabi talks; Merz urges Moscow to engage, bne IntelliNews Ukraine's blackouts go round the clock as Russia increasingly targets substations · see all

    In other languages: Rzeczpospolita W Kijowie stanęły tramwaje i trolejbusy. Rosyjskie ataki uderzyły w ukraińską energetykę (pl)

Earlier today

  1. ECB Will Probably Have to Hike in December, Nagel Says

    Alexander Weber / Bloomberg /

  2. Anthropic’s IPO is a high-stakes referendum on Big Tech — and this chart proves it

    William Gavin / MarketWatch /

  3. Google Lets Schools Turn Off Gemini, But Not the AI in Search

    Davey Alba / Bloomberg /

  4. Trading on US Stock Perpetuals Contracts Is Approved by CFTC

    Lydia Beyoud / Bloomberg /

  5. Latest U.S.-Canada Trade Talks Yield Progress Toward Pact, Carney Says

    Paul Vieira / The Wall Street Journal /