// COMPARE

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.

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.