// 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.

Tesla closed at $442.10 (+0.40%), drifting higher with the broader Nasdaq. SpaceX-merger overhang dominated the news flow; production headlines absent.

TSLA is trading as a SpaceX-merger event rather than a fundamental EV story right now — shareholders are pricing dilution risk versus optionality. Robotaxi narrative is on the bench until next datapoint.

Any official SpaceX-merger terms or Musk commentary. June delivery numbers loom. Resistance $450; support $432. Break of $430 would be the first technical warning.