// COMPARE

Nvidia eased 0.7% to $222.82, pausing even as its new PC-processor launch lit a fire under the wider chip complex, with Marvell up 32%.

Even on a down day, Nvidia's product cadence is setting the AI-capex narrative that is driving the entire market.

$230 resistance sits near the 52-week high; $215 is first support.

USD/JPY pushed to 159.88, within a whisker of its 52-week high, as yield differentials and BoJ caution kept the yen pinned.

With US10Y at 4.45% and the BoJ slow to tighten, carry strongly favors the dollar — but intervention risk rises near 160.

160.00 is the psychological and intervention trigger; a clean break targets 161.50, while jawboning could snap it back.