// 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.

Dollar-yen crept higher to 157.03 despite broad dollar weakness — yen underperformed as risk appetite sent capital out of safe havens.

BoJ's July rate hike expectations are fading after soft Tokyo CPI. The carry trade is back on, capping yen strength even as DXY weakens.

Japan GDP Wednesday 02:50 TRT. Contraction would kill remaining BoJ hike bets and open 158+ quickly.