THE MOAT

The business of the world.


THE MOAT as it stood at 7 November 2026, 05:01 Brussels time · Archive · Today’s page

Front page

  1. US tech stock rout: is the AI bubble bursting?

    The Guardian /

    Also: Bloomberg Fast-Money Systematic Funds Stoked $2.3 Trillion Tech-Stock Rout, The New York Times After a $2.5 Trillion Wipeout, Tech Investors Brace for More Pain, Semafor Stock selloff goes global in worst rout in years, MarketWatch Data centers run on debt. That was a problem for bonds this year — and it’s only going to get worse., Canary Media Voters gave a big middle finger to data centers, BBC Why the US midterms sparked an AI stock selloff, Sky News Extinction events, data centre dramas and the US midterms: Why AI stocks lost trillions in one day, Heatmap Was This Really the Data Center Election?, The Business Times US: Wall Street stocks rally after heavy AI-related sell-off, Financial Times Is the AI stock bubble finally bursting? · see all

  2. 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)

  3. 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

  4. 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), Dagens Næringsliv Tesla avvikler produksjonen av Cybertruck (no), Frankfurter Allgemeine Pick-up-Transporter: Tesla gibt den Cybertruck auf (de) · see all

  5. U.S. urges China to meet rare earths and agriculture commitments ahead of Trump-Xi meetings

    The Japan Times /

  6. Beijing Vows to Hit Back Against US Sanctions on China Companies

    Bloomberg /

  7. Ukraine strikes Saratov Oil Refinery in mass attack on several Russian regions, reports say

    Volodymyr Ivanyshyn / The Kyiv Independent /

  8. 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)

  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, Euronews Why Spain is taking 188,000 tonnes of olive oil off the market

    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), Cinco Días El Ibex firma su mejor semana en siete meses al calor de la banca y la caída del petróleo (es)

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

    Laura Noonan and Esteban Duarte / Bloomberg /

    In other languages: Jornal de Negócios BCE prepara revisão aos empréstimos bancários para financiar centros de dados (pt), Cinco Días El BCE pide a los bancos que cambien su modelo de gobernanza para adaptarse a la IA (es), Dagens industri Uppgifter: ECB vill granska bankers utlåning till datacenter (sv)

  13. ‘Ceasefire First’: Poland Warns Against US-Russia Deal on Europe’s Security

    Kyiv Post /

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

    Le Monde /

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

    Zoe SL Chan / South China Morning Post /

  16. Nvidia faces a more hostile Washington

    Ashley Gold / Semafor /

    Also: The National Nvidia pushes back after Jensen Huang asked to closed-door meeting in Congress over ties to Chinese 'asset'

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

    Kyiv Post /

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

    Mint /

  19. Researchers Identify Suspicious Activity on Kalshi and Polymarket Before Times/Siena Poll Release

    Lauren McCarthy and Stuart A. Thompson / The New York Times /

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

    The Japan Times /

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

    Al-Monitor /

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

    Alexandra Posadzki / The Globe and Mail /

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

    Ben Aris / bne IntelliNews /

  24. Japan and China shifting toward selective economic dependence

    The Japan Times /

Earlier today

  1. Nasdaq sees worst day in 19 months as investors bet on AI slowdown after Democrats’ election triumph

    Graeme Wearden / The Guardian /

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

    Eliza Gkritsi / POLITICO Europe /

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

    Johana Bhuiyan / The Guardian /

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

    Eric Reguly / The Globe and Mail /

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

    Natasha Mascarenhas and Rebecca Torrence / Bloomberg /