// COMPARE

Apple rallied 2% to $293.32, just $1.44 from its all-time high. The 2026 chip war narrative — with Apple dominating custom silicon — fueled the bid.

Apple's vertical integration moat is finally being priced as an AI advantage. On-device AI processing via Apple Silicon gives it a unique privacy-first positioning.

ATH at $294.76 is one strong session away. WWDC in June with new AI features is the next major catalyst. Break above $295 targets $300.

Aussie rallied to 0.7242, within 0.5% of its 52-week high. Commodities strength and Asian tech optimism lifted the risk-sensitive currency.

China stimulus expectations plus surging commodity prices create a perfect storm for AUD. Iron ore above $140 adds fundamental support.

RBA minutes Tuesday 03:30 TRT. Any hint of hawkish tilt at the next meeting could push AUD through the 52-week high at 0.7277.