Morning Briefing | September 24, Thursday
2026-09-24 · Finews Hub
Market overview: Financial markets open on a cautious note, with geopolitical crosscurrents and the staggering scale of AI infrastructure investment dominating sentiment. DeepSeek’s revenue milestone underscores the sector’s explosive growth, yet the projected $10.3 trillion buildout signals a significant shift of financing risk away from Big Tech balance sheets—just as the Trump-Xi summit adds uncertainty to trade and strategic alliances. Meanwhile, heightened security threats from Russia and a major Rolls-Royce engine deal highlight the defense and aerospace sector’s counter-cyclical appeal.
This content is for informational purposes only and does not constitute investment advice.
Top stories
- DeepSeek’s annualized revenue run rate hits $1B: report — DeepSeek has reportedly achieved an annualized revenue run rate of $1 billion, marking a significant milestone for the Chinese AI company.
- AI buildout could cost $10.3T as financing risks move off Big Tech balance sheets — The headline figure of $10.3 trillion in projected AI infrastructure costs reflects an extrapolation of current capital expenditure trajectories by major hyperscalers, energy companies, and sovereign …
- Singapore stocks end 0.5% lower ahead of Trump-Xi summit — Singapore's equity market recorded a marginal 0.5% decline as traders positioned defensively ahead of the Trump-Xi summit, reflecting a classic risk-off posture around high-stakes geopolitical events.
- Russia may use container-hidden drones to strike Mediterranean countries; US intelligence reportedly warns Spain, France and Italy face potential attacks — US intelligence has issued warnings to Spain, France, and Italy regarding potential Russian drone strikes targeting Mediterranean nations.
- Rolls-Royce signs 'multi-million' engine deal — Rolls-Royce has secured a significant engine contract involving the production and maintenance of 18 engines at its Derby aerospace facility.
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- The 'October Surprise': A 5% GDP Growth Rate
- Oil Prices Rise and Bond Markets Remain on Edge
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This content is for informational purposes only and does not constitute investment advice.