// COMPARE

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.

S&P 500 climbed to 7,563.6 (+0.58%), printing fresh record territory on US-Iran ceasefire optimism. Dell earnings and a Pentagon software deal added a bid; breadth supportive.

Record highs on geopolitical relief plus the AI capex story still funding bids in mega-caps. Microsoft +3.47% on Pentagon deal news shows the institutional buyer hasn't blinked despite bubble chatter.

PCE Friday is the only big macro print. Above 7,600 opens 7,700; failure of 7,500 turns it into a profit-taking session. Watch VIX 15.74 — sub-15 would confirm the all-clear.