// 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.

Nvidia gained 0.78% to $214.25 in a mixed AI-name session. Yahoo Finance ran a 'bubble' segment on the AI trade; Micron's 850% YTD run highlighted memory leverage, not chip-design weakness.

NVDA is the AI capex bet's purest expression — even bubble worries don't dent it until hyperscaler capex forecasts soften. Samsung shipping HBM4E samples reinforces the demand stack.

$220 is the resistance to break for a clean leg higher. PCE Friday + any data-center capex commentary from cloud-provider guides. Support $208; loss opens $200.