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Manufacturing boomed in July. Thank all that AI money

In July, the manufacturing sector grew at its fastest month-to-month rate in four years. A new tax law likely boosted company spending to some degree, but…

0:00 26:19

Episode Summary

In July, the manufacturing sector grew at its fastest month-to-month rate in four years. A new tax law likely boosted company spending to some degree, but AI investment packed the biggest punch — demand is strong and the money is flowing. Also in this episode: McDonald’s suffers a sales slump, the latest JOLTS data points…

Published August 4, 2026 · 26:19