Nancy Marshall-Genzer

I'm Nancy Marshall-Genzer for Marketplace.

New durable goods orders shot up more than 5% in November after falling in October.

New durable goods orders shot up more than 5% in November after falling in October.

Now, you can chalk a lot of that up to a surge in bookings for new planes from Boeing.

Now, you can chalk a lot of that up to a surge in bookings for new planes from Boeing.

Those numbers are turbulent.

Those numbers are turbulent.

But if you exclude the whole transportation sector, new orders were still up 0.5% in November.

But if you exclude the whole transportation sector, new orders were still up 0.5% in November.

Not a blip, says Oren Klatchkin, an economist at Nationwide.

Not a blip, says Oren Klatchkin, an economist at Nationwide.

Klatchkin says a big chunk of that spending comes from AI for data centers and computers.

Klatchkin says a big chunk of that spending comes from AI for data centers and computers.

Orders for machinery were also up.

Orders for machinery were also up.

Richard de Chazelle is an economist at the investment firm William Blair.

Richard de Chazelle is an economist at the investment firm William Blair.

He says factory owners put off buying new equipment for years.

He says factory owners put off buying new equipment for years.

De Chazelle says some companies are upgrading now because of more generous deductions under President Trump's new tax law.