The latest GDP report painted a mixed picture of the U.S. economy. Overall growth remained positive, suggesting economic activity is still expanding. Yet consumer sentiment and household spending continue to show signs of strain, leaving many Americans feeling that the economy is weaker than the headline numbers suggest.

One of the strongest components of the report was business investment, particularly spending tied to artificial intelligence infrastructure. Companies are deploying massive amounts of capital into data centers, chips, networking equipment and energy systems.

This surge in investment is highly supportive for companies operating across the AI supply chain, from semiconductor manufacturers to utilities. At the same time, growth driven primarily by corporate spending may not translate immediately into broad-based improvements for consumers.

The result is a two-speed economy: strong conditions for certain sectors and persistent pressure for many households.