// COMPARE

Amazon gained 0.79% to $274.00 with Snowflake's AWS partnership and AI-demand story providing a lift. AWS leverage to enterprise AI capex still the cleanest read.

AMZN is benefiting from the Snowflake-AWS narrative just as much as Snowflake — every AI workload migration is AWS revenue. The Schiff bubble warning is the only macro overhang.

Any AWS Q1 enterprise customer color; Prime Day positioning. $278 resistance; support $270. Retail margins remain the underrated swing factor next earnings.

Alphabet rose 0.33% to $390.13. Anthropic's Claude Opus 4.8 release plus the $1T pre-IPO valuation reinforced GOOGL's strategic investment thesis; Samsung HBM4E added an upstream positive.

Anthropic's valuation is a direct mark-to-market on GOOGL's stake. With the Cloud Anthropic partnership deepening, GOOGL captures both equity upside and the workload demand. Search-cannibalization fears recede this week.

Anthropic IPO timeline detail; any Gemini 3.0 release leak. Resistance $395 then $400. Support $385. Antitrust calendar still quiet.