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Nasdaq 100 jumped to 30,223.9 (+0.84%), outperforming as AI-leveraged names led on the ceasefire bid plus fresh Anthropic $1T valuation chatter. Micron Q1 earnings still echoing.

The AI capex narrative is still doing the heavy lifting — Anthropic IPO and Samsung HBM4E shipping headlines reinforce the spend cycle. Peter Schiff's bubble warning is the only counter, and it hasn't bit yet.

30,500 is the next round-number magnet. PCE Friday plus any Nvidia commentary into the next earnings window. Loss of 29,800 would be the first real warning shot.

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.