The U.S. economy is gathering steam. This is the chief reason why.

The U.S. economy is showing renewed momentum, with the AI boom cited as a chief driver. Two developments illustrate the trend: Anthropic is preparing to go public, and businesses are increasing purchases of durable goods. Together, they suggest that corporate investment in AI infrastructure and equipment remains a meaningful support for economic activity.

What this means: an AI-related public listing would give investors a direct way to participate in the sector, while durable-goods demand signals that firms are still committing capital to expansion rather than pulling back. Both point to business spending as a pillar of near-term growth.

What to watch: the timing and structure of Anthropic's offering, and whether durable-goods orders hold up in coming data. Also worth monitoring is whether AI-driven investment broadens beyond a handful of large firms. Sustained strength in these areas would reinforce the growth narrative; a slowdown would test it.