// COMPARE

Apple added 0.53% to $312.51, a quiet grind on Best Buy's positive read-through (gadget demand + tax refunds) without major company-specific news.

AAPL is the defensive mega-cap in this tape — institutional buyers add it on dips when AI-trade volatility picks up. Lack of own catalyst makes it a beta + buyback story this week.

PCE Friday for rate sensitivity; any iPhone/services data point in the consumer channel. $315 resistance; support $308. WWDC overhang is still weeks out.

Amazon gained 0.79% to $274.00 with Snowflake's AWS partnership and AI-demand story providing a lift. AWS leverage to enterprise AI capex still the cleanest read.

AMZN is benefiting from the Snowflake-AWS narrative just as much as Snowflake — every AI workload migration is AWS revenue. The Schiff bubble warning is the only macro overhang.

Any AWS Q1 enterprise customer color; Prime Day positioning. $278 resistance; support $270. Retail margins remain the underrated swing factor next earnings.