AI Data Insight
The latest data shows that in May 2026, total seasonally adjusted US durable goods inventories reached $601.98 billion, a slight increase of 0.33% from the previous month, marking a three-month consecutive rise. Although overall durable goods orders were dragged down by transportation equipment, AI infrastructure demand drove an anomalous expansion in electronics inventories. Looking ahead, the market needs to be cautious of the pressure that tariff barriers and high costs may bring to inventory destocking.