AI Data Insight
The US nominal fixed investment quarter-over-quarter annualized rate for the second quarter of 2026 reported at 3.6%, significantly heating up from the previous 2.5%, and contrasting with consensus expectations of a broader economic slowdown. Driven by equipment investment and the AI arms race, corporate capital expenditure has shown high resilience; however, traditional sub-components such as structures investment continue to shrink, highlighting a "polarized" development trend in the investment market.