THE MOAT

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THE MOAT as it stood at 7 November 2026, 03:32 Brussels time · Archive · Today’s page

Front page

  1. Fast-Money Systematic Funds Stoked $2.3 Trillion Tech-Stock Rout

    Natalia Kniazhevich / Bloomberg /

    Also: The New York Times After a $2.5 Trillion Wipeout, Tech Investors Brace for More Pain, The Guardian Global stocks fall amid ‘big worries over AI’ after Democrats’ midterms triumph, Semafor Stock selloff goes global in worst rout in years, The Business Times Nasdaq futures rise after steep AI sell-off as chip stocks stabilise, MarketWatch Data centers run on debt. That was a problem for bonds this year — and it’s only going to get worse., Sky News 'Bloodbath': Markets plummet worldwide as US midterm results add to AI fears, Canary Media Voters gave a big middle finger to data centers, BBC Why the US midterms sparked an AI stock selloff, Heatmap Was This Really the Data Center Election? · see all

    In other languages: Jornal de Negócios "Flashback" de 2001. Dia negro para a IA em Wall Street contagia Ásia e Europa (pt)

  2. Anatomy of a Selloff: Sudden Chain Reaction Rattles Wall Street

    Jan-Patrick Barnert / Bloomberg /

  3. Options Volumes Soar to Record Levels on Post-Election Sell Off

    Bernard Goyder / Bloomberg /

  4. Anthropic to press ahead with IPO targeting $1.5tn valuation

    Financial Times /

    Also: Bloomberg Anthropic IPO Valuation Under Pressure After Tech Rout

    In other languages: Dagens industri Källor: Anthropic trotsar AI-stormen – går till börsen snart (sv), Valor Econômico Anthropic enfrenta pressão para reduzir avaliação do IPO após tombo das ações de IA (pt), Diario Financiero Desconocida firma de inversión redobla su apuesta por Anthropic a pesar del desplome del sector tecnológico (es)

  5. Tesla to axe Cybertruck as Musk shifts focus to robotics and AI

    Financial Times /

    Also: The Guardian Tesla to wind down Cybertruck production as Elon Musk focuses on robotics and AI, The New York Times Tesla Is Ending Production of Its Cybertruck and Refocusing on the Cybercab, The Globe and Mail Tesla to pull the plug on Cybertruck after years of poor sales, Euronews Elon Musk's Tesla to 'wind down' Cybertruck production next year, DW Tesla to 'wind down' production of flop Cybertruck · see all

    In other languages: Le Figaro Tesla va progressivement arrêter la production du Cybertruck vers mi-2027, annonce Elon Musk (fr), Expansión (México) Elon Musk frenará la producción de Cybertruck tras su fracaso en ventas y le entrega su lugar al nuevo robotaxi de Tesla (es), Valor Econômico Tesla encerrará gradualmente produção do Cybertruck no Texas (pt), Dagens Næringsliv Tesla avvikler produksjonen av Cybertruck (no), Frankfurter Allgemeine Pick-up-Transporter: Tesla gibt den Cybertruck auf (de) · see all

  6. Contest to Succeed ECB Head Lagarde Is Officially a Two-Horse Race

    Paul Hannon / The Wall Street Journal /

    Also: Bloomberg Knot and De Cos Are the Only Two Candidates for ECB President

    In other languages: Le Temps Succession de Christine Lagarde à la BCE: les Pays-Bas et l’Espagne s’affrontent sur fond de tensions inflationnistes (fr), Le Figaro BCE : l'Espagnol Pablo Hernandez de Cos et le Néerlandais Klaas Knot candidats à la succession de Christine Lagarde (fr), Jornal de Negócios Espanhol Cos e neerlandês Knot são os candidatos à presidência do BCE (pt), Børsen To kandidater indstillet til at afløse Lagarde som ECB-chef (da) · see all

  7. Microsoft AI data-centre site in Amsterdam breached by protesters as Europe’s opposition grows

    Mike Corder and Suman Naishadham / The Globe and Mail /

    Also: Bloomberg Protesters Break Into Microsoft Data Center in Amsterdam

    In other languages: Handelsblatt Niederlande: Protest gegen Microsoft-Rechenzentrum in Amsterdam – viele Festnahmen (de), Jornal de Negócios Manifestantes invadem obras de centro de dados da Microsoft em Amesterdão (pt)

  8. Data-Center Pullback May Shield Real Economy From AI Bubble

    Cecile Daurat / Bloomberg /

  9. Brent Crude Climbs Above $100 as Middle East Oil Supply Risks Persist

    Farhan Rafid / The Wall Street Journal /

    Also: Bloomberg Iran Oil Exports Near Zero But Peace Deal Not Likely, FGE Says

    In other languages: Aftenposten Oljefondet har falt med over 1500 milliarder under børsuroen (no), Dagens Næringsliv Oljefondet oppnådde forlik på over to milliarder etter Silicon Valley Bank-kollapsen (no), Jornal de Negócios Há "estrangulamentos", mas meta dos EUA para o petróleo da Venezuela "vai ser atingida" (pt), Cinco Días El Ibex firma su mejor semana en siete meses al calor de la banca y la caída del petróleo (es) · see all

  10. The concentration of AI spending

    CEPR /

  11. Ottawa and Silicon Valley are both after Canadian AI processing power. Who will win?

    Murad Hemmadi and Joe Castaldo / The Globe and Mail /

  12. In Mexico, the concentration of data centers raises concerns among residents of Querétaro state

    Le Monde /

  13. Tiger Brokers targets Hong Kong growth as Beijing curbs overseas stock trading

    Zoe SL Chan / South China Morning Post /

  14. Nvidia faces a more hostile Washington

    Ashley Gold / Semafor /

  15. ‘We Don’t Want Yalta 2.0’: Zelensky Warns Trump’s Russia-Europe Security Deal Could Be ‘Dangerous’

    Kyiv Post /

  16. The midterms give Fed more room to raise rates, mut maybe less reason to do so

    Mint /

  17. Trump and U.S. Congress set to clash over economic costs of tariffs

    The Japan Times /

  18. US Treasury sanctions Canadian money services firms over Iran-related transactions

    Al-Monitor /

  19. Ottawa plans to shift oversight of banks’ anti-money-laundering efforts from FinTRAC to OSFI

    Alexandra Posadzki / The Globe and Mail /

  20. Turkey sets out $500bn energy plan to 2040 days before COP31, keeps coal in mix

    Ben Aris / bne IntelliNews /

  21. Japan and China shifting toward selective economic dependence

    The Japan Times /

  22. Three men charged in US with using AI to impersonate CEOs and steal millions

    Johana Bhuiyan / The Guardian /

  23. Europe alarmed by US plans for security deal with Russia

    Financial Times /

    In other languages: Dagens Næringsliv EU avviser USAs fremstøt for en ny sikkerhetsordning i Europa (no)

  24. Japan business community working to ease tensions between Tokyo and Beijing

    The Japan Times /

Earlier today

  1. ECB Considers Review of Bank Data Center Lending on AI Risk

    Laura Noonan and Esteban Duarte / Bloomberg /

  2. EU accuses TikTok of designing algorithm that creates ‘rabbit holes’

    Eliza Gkritsi / POLITICO Europe /

  3. For oil markets, Trump is anything but a lame duck

    Eric Reguly / The Globe and Mail /

  4. OpenAI Completes $11 Billion Portion of Funding at $1.25 Trillion Value

    Natasha Mascarenhas and Rebecca Torrence / Bloomberg /

  5. BOJ’s Ueda Says Unclear How Long 2% Inflation Rate Will Remain

    Toru Fujioka / Bloomberg /