The FAA urged U.S. carriers to exercise caution when flying to Saudi Arabia or over Saudi airspace.

DBS Group CEO Chen Shushan said markets are reassessing risks tied to AI infrastructure investment, which could lead to tighter financing discipline as investors demand higher returns and scrutinize deal structures. Markets are testing whether large AI capex will deliver sufficient long-term returns to repay debt, bonds or equity; DBS warned some weaker firms may face credit-rating downgrades but called the repricing healthy for ensuring sustainable, profitable AI investment. DBS said it has participated in about $20bn of AI-related transactions this year, mainly as lead arranger on syndicated loans while retaining only a small share of the risk.

CITIC Securities says investor focus will shift to US Q3 earnings after US equities showed some rate-decoupling over the domestic holiday. LSEG consensus shows S&P 500 Q3 2026 revenue and EPS YoY growth of 1.2% and 45.0%, respectively, with QoQ moderation. At the industry level, energy, information technology, materials and healthcare all report YoY earnings growth above 50% — indicating high earnings growth is no longer confined to leading tech names and that non-tech contributions are rising materially. For Hong Kong stocks, higher global rates plus renewed AI trading have kept liquidity under pressure, but fundamentals appear to have bottomed and earnings-growth forecasts for major broad indices are being revised up. Earnings revisions are highly divergent by sector: some niche segments are being upgraded while domestic-demand exposed sectors still face downward revisions. Q3 results will be the key test of any recovery. CITIC recommends patient positioning in Hong Kong equities and expects short-term dividend-focused strategies to relatively outperform.