U.S. manufacturing evidence pointed to continued strength in capital goods demand in June, with core orders rising around 0.8% to 0.9% and shipments also up, signaling resilient business investment into the second quarter. Analysts highlighted robust demand for computers, electronic products, and electrical equipment, as AI-related spending supports a broader build-out of data-processing capacity. The reports show a consistent growth trajectory for nondefense capital goods excluding aircraft, while transportation-related orders were mixed, reflecting sector-specific shifts. Economists anticipate the economy could maintain around a 2% annual growth pace in the latest quarter, with the GDP preview and higher AI investment helping offset uncertainty from external factors. Boeing and other high-tech manufacturers could benefit from the uptick in durable and capital goods orders, given the emphasis on aerospace and defense spending. Overall, the AI-driven upgrade cycle appears to be a key driver of manufacturing resilience and capital expenditures amid a still uncertain global environment.