FIFA World Cup arrives, Pride month kicks off, and June in SF is absolutely stacked.
Three pillars of 80s synthpop on one stage. 'Don't You Want Me,' 'Tainted Love,' and 'Only You' in the same set list. The Warfield is the perfect room for this.
One of SF's longest-running street festivals transforms the Marina into an open-air market with live music, food, craft brews, and the iconic Waiter Relay Race. Free entry.
Turkey vs Paraguay (6/10), Qatar vs Switzerland (6/13), Austria vs Jordan (6/16), and more. Fan Zones at Thrive City, Pier 39, and China Basin Park. Once-in-a-generation event for the Bay.
AVGO at ATH ahead of Wednesday earnings, MSFT surged 5.4%, jobs report Friday is the macro catalyst.
Reports Q2 on June 3 after close. Guided $22B revenue vs. $20.4B consensus. New partnerships with FuriosaAI and Samsung. At this altitude, the earnings bar is sky-high.
$190B in AI infrastructure investment as Azure AI growth accelerates. Biggest daily move in months. Institutional conviction that AI spending is translating to revenue.
First major indicator under new Fed Chair Kevin Warsh. For the semi rotation thesis, a soft landing scenario is the sweet spot for entry. Watch the reaction more than the number.
Season over at 3rd, Carrick building his squad with Ederson nearly done and a triple midfield overhaul incoming.
United's best finish since Fergie. Arsenal (85) and City (78) were clear of them, but 3rd with CL football is a platform to build on. The second half was patchier, but Carrick got it done.
Five-year contract agreed, Atalanta dropped him from their final match. INEOS have GBP 250m freed up for transfers with Hojlund sold to Napoli for GBP 31m. A triple midfield overhaul is planned.
Anthropic hits $965B, VC pivots to hardware, and YC W26 companies are starting to ship revenue.
Revenue run-rate crossed $47B. First operating profit ever coming Q2. Samsung, Micron, and SK Hynix joined as strategic investors -- the memory-chip supply chain is now directly invested in Anthropic. IPO potentially this year.
Validates that MCP infrastructure is becoming a real category. Directly relevant to the html-docs thesis -- the tools-and-integrations layer around AI agents is where value accrues.
Humanoids are getting jobs. Figure AI signed a retail empire, 1X opened a US factory, and Tokyo showcased the state of the art.
Not a pilot. Catalyst Brands (50% Brookfield) deploying Figure 02 across distribution centers. Breadth -- six brands, a multi-banner portfolio -- is the real signal that humanoid deployment is crossing into mainstream logistics.
OpenAI-backed, building motors/batteries/electronics in-house. Target market: consumer home robots for laundry, cleaning, elder care. The factory is 15 miles from SoMa.
Olivia Rodrigo's third album drops June 12, Boards of Canada returned from silence, and Spotify's summer predictions are out.
'drop dead' keeps climbing, 'The Cure' debuted at #1 globally with 7.2M streams. Spotify named both Songs of Summer contenders. This could be the biggest album of the summer.
No press tour, no singles, just the music. If you're into ambient, textural electronic music, this is the most significant release in the genre in years.