AI Data Insight
US Q2 2026 (June) new durable goods orders increased by 0.3% month-over-month. Although rebounding from a sharp 4.5% drop in the previous reading, it fell far short of market expectations. Despite weak transportation equipment orders dragging down the overall figure, core capital goods orders excluding aircraft bucked the trend with a 0.9% increase, indicating that corporate capital expenditures on AI and technological infrastructure remain robust.