U.S. factory orders rose 0.1% month-over-month in August, consistent with market expectations, and increased 6.8% year-over-year, the Commerce Department's Census Bureau reported on Friday. Demand for electrical equipment, appliances, and components was strong, but a 4.3% decline in orders for civilian aircraft and parts offset some of the gains. AI infrastructure and corporate inventory restocking are supporting the manufacturing sector, but the market is concerned that rising energy prices and persistent tariffs could pressure non-AI-related manufacturing sectors.