Insights
Luther King Capital Management Second Quarter 2026 Review
Artificial intelligence remains the defining investment in the economy. Business spending on equipment increased 15.8% during the first quarter from a year earlier, led by information processing equipment, while investment in intellectual property products (primarily software) rose 13.8%. Data center construction continued to accelerate, increasing more than 22% on an annualized basis. Taken together, investment in AI-related equipment, software, and infrastructure accounted for an estimated three-quarters of first-quarter Gross Domestic Product growth. That follows the final quarter of last year, when economic growth was just 0.5%, underscoring how important the AI investment cycle has become to the broader economy.
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Read our Second Quarter 2026 LKCM International Economic Commentary
Executive Summary:
- Developed international equities rebounded strongly in Q2, with MSCI EAFE up 11.1% and first-half returns reaching 9.8%.
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