// COMPARE

Amazon gained 0.6% to $272.68. AWS growth reacceleration and the expanding AI moat narrative kept the stock within 2% of highs.

Amazon's custom Trainium chips and AWS's AI inference platform are positioning it as the picks-and-shovels play alongside NVIDIA. Margins are expanding.

52-week high at $278.56 is the target. Prime Day timing announcement and any new AWS AI product launches could catalyze the breakout.

Tesla surged 4% to $428.35, its best day in three weeks. Wedbush reiterated a bull case tied to robotaxi timeline acceleration.

The stock trades on narrative, not fundamentals. Robotaxi and energy storage are the two catalysts bulls are pricing in. China sales data remains the bear counterpoint.

$440 resistance from the April high is the next hurdle. Cybertruck recall headlines could cap momentum if they resurface.