// COMPARE

Alphabet rose 0.7% to $400.80, within $1.20 of its all-time high. Analysts flagged it as the best-positioned mega-cap for AI monetization.

GOOGL is the stealth AI winner. Search + Cloud + Waymo gives it the broadest AI moat. The stock has quietly tripled from its 52-week low.

ATH at $402 is the immediate test. Clean break with volume targets $410-$420. Google I/O later this month is the next narrative event.

NVIDIA gained 1.75% to $215.20, within 1.2% of its all-time high. The Philadelphia Semiconductor Index hit a record, lifting the entire sector.

AI capex acceleration is the strongest tailwind in markets right now. Every hyperscaler is spending more than guided, and NVIDIA captures the lion's share of GPU demand.

ATH at $217.80 is the near-term test. Earnings May 28 loom large — any guidance miss after this run could trigger a 10%+ pullback.