AI Data Insight
The latest US non-seasonally adjusted new orders for durable goods in Q3 2026 were $321.228 billion, a significant decline of 10.86% compared to the previous value of $360.373 billion. Although the overall data was dragged down by transportation equipment and the seasonally adjusted performance fell below market expectations, core capital goods orders performed remarkably well thanks to strong AI infrastructure investments, highlighting a "two-track divergence" landscape in the manufacturing sector.