AI Data Insight
The contribution of personal consumption expenditures to the U.S. real GDP in the third quarter of 2026 reached 2.52%, rebounding significantly from 2.12% in the previous quarter. Driven by the dual engines of steady consumption and explosive corporate AI capital expenditures, the overall annualized quarter-over-quarter GDP growth rate hit 3.4%, beating market consensus. However, surging oil prices triggered by geopolitical conflicts and a high-interest-rate environment remain potential headwinds for the future economy.