DAILY BRIEF — Friday, 25 Sep 2026

TECH

Google prepares Project Suncatcher’s first orbital TPU test to explore AI compute powered by near-constant sunlight in low Earth orbit. It tests whether space can eventually ease terrestrial power constraints on AI infrastructure. https://blog.google/innovation-and-ai/models-and-research/google-research/google-project-suncatcher-facts/
Meta unveiled VR Glasses and released developer SDKs ahead of the hardware’s planned spring 2027 launch. It gives developers an early platform for controller-free spatial apps. https://developers.meta.com/blog/meta-connect-recap-start-building-the-future-of-vr/
F-Droid launched version 2.0, its largest Android app-store redesign in a decade, with rebuilt search, discovery, filtering, and installation flows. It strengthens a major independent channel for open-source Android software. https://f-droid.org/news/
RWE approved a 400 MW/1.1 GWh battery project in the Netherlands, while Giga Storage began a 2.8 GWh project in Belgium. Grid-scale storage is becoming central to balancing renewable-heavy power systems. https://www.energy-storage.news/
Nava commissioned a 100 MW solar plant in Zambia under a 20-year utility PPA. The project adds firm contracted renewable generation to a rapidly expanding African solar market. https://www.pv-magazine.com/2026/09/24/zambia-commissions-100-mw-solar-project/

The US and China extended their trade truce by two months after the Trump-Xi summit, without resolving core tariff, rare-earth, or technology disputes. It avoids an immediate escalation but leaves major trade risks open. https://www.marketscreener.com/news/four-takeaways-from-trump-s-summit-with-xi-in-washington-ce785adfd889f22d
Oil fell as markets weighed possible US-Iran de-escalation against attacks that could threaten Saudi supply; Brent traded near $105 a barrel. Energy prices remain highly sensitive to Middle East diplomacy and infrastructure risk. https://www.marketscreener.com/news/oil-prices-fall-as-markets-look-to-iran-truce-but-remain-wary-of-attacks-on-oil-facilities-ce785adfdb8cf525
US 30-year Treasury yields reached a more than 20-year high as higher oil revived inflation and rate-hike concerns. Higher sovereign borrowing costs can pressure global equities and investment. https://wealthinsights.metrobank.com.ph/news/global-markets-oil-jump-sends-30-year-yields-to-two-decade-high

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