On the 18th a Spanish government source said, citing National Security Forces deployed in Ceuta, about 10,000 migrants remain stranded in the Spanish enclave. Some have been placed in government reception centres; others are displaced and sheltering in makeshift tents in mountains and on beaches. Ceuta local authorities estimate about 13,000 migrants remain. A large influx from Morocco at the end of July triggered what Spain calls its most severe border migration crisis in years.

UBS expects global AI capital expenditure to approach $1.0 tln in 2026 and rise to about $1.4 tln in 2027, driven primarily by large memory price increases. UBS estimates memory-related spending will climb from $71 bln in 2025 to $367 bln this year and $923 bln in 2027. Other AI-related costs are forecast at $631 bln in 2026, falling to $525 bln in 2027. UBS says memory cost increases accounted for roughly 60% of this year’s AI capex uplift; by 2027, with other component spending declining, memory’s rise could exceed the entire net increase in AI capex.

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