// COMPARE

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.

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.