// COMPARE

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.

Silver surged 1.90% to $76.02, outpacing gold's bounce as industrial-metals demand and the geopolitical bid stacked. Opened lower on Iran drone news, then ripped on the strike headlines.

Silver is leveraged gold plus an AI capex play — solar and data-center wiring demand sit underneath the macro trade. When gold runs and risk is on simultaneously, silver outperforms both.

$77 is the technical breakout level — clean break opens $80. PCE Friday matters less than gold for silver; watch copper and AI capex headlines instead.