// 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.

Dow ground out a marginal +0.05% to 50,669, lagging tech-led peers as defensives and rate-sensitives waited for Friday's PCE inflation print before committing.

Dow is the cyclical/value side of the record-high party — without a fresh rotation catalyst, it tracks but doesn't lead. The Iran-deal trade benefits transports and energy unevenly.

PCE inflation Friday — a hot print would hit rate-sensitive Dow components first. 51,000 is the round-number target; support 50,200. Energy weight matters if oil headlines whipsaw.