AI Data Insight
The latest US non-seasonally adjusted durable goods orders for Q2 2026 climbed to 360,373 million USD, jumping 9.65% from the previous value of 328,649 million USD, with the absolute amount trending strongly higher. Although the seasonally adjusted headline figure only grew by 0.3%, missing market expectations, core capital goods excluding aircraft bucked the trend and grew, indicating that strong corporate capital expenditure on AI facilities and technology equipment is becoming the key momentum supporting US manufacturing.