// 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.

Microsoft surged 3.47% to $426.99, the day's mega-cap leader on a multibillion-dollar Pentagon software deal report from Dell. Azure/AI demand stack stays in play.

MSFT is monetizing every AI angle — government, enterprise, OpenAI partnership. The Pentagon deal validates Azure's defense vertical, the highest-margin durable revenue stream available to a hyperscaler.

Whether the deal headline gets confirmed/expanded. $430 is the breakout level; clean print opens $440. Support $420. AI capex commentary from peers will matter into next earnings.