U.S. goods trade deficit widens again

BREAKING: The U.S. goods trade deficit widened sharply in May.
The deficit increased by $22.8B to $105.8B, the largest level since March 2025.
That marks the biggest monthly increase since November 2025.
Exports fell by $11.8B to $207.7B, driven by weakness in industrial supplies and energy shipments.
At the same time, imports rose by $10.9B to $313.4B.
The interesting detail is what drove the import side.
Data center equipment, including computers, semiconductors, and telecom equipment, continues to flow into the U.S.
AI infrastructure is now large enough to show up in trade data.