Wemby takes the Finals stage. Game 1 tips off Wednesday June 3 at 5:30 PM PT on ABC. Spurs beat OKC 111-103 in a Game 7 thriller to get here -- Wemby took WCF MVP. This is San Antonio's first Finals since 2014.
Co-headlining at The Warfield, Thursday June 5. Two pillars of 2000s indie rock on the same bill. Also that night: Human League, Soft Cell, and Alison Moyet at the same venue -- a stacked week for live music.
San Francisco's longest-running outdoor festival returns June 6-7, 11am-7pm in the Marina District. Live music, local food vendors, art, and wine garden. Free admission.
FIFA World Cup kicks off at Levi's Stadium with 6 matches starting June 10. SF Pride takes over Civic Center June 27-28. The city is about to get loud.
The semiconductor rotation thesis is playing out. NVDA $223.86 (+6.0% last week), AVGO $460.89 (all-time high, +3.2%), TSM $441.23 (+5.4%). Broadcom earnings drop Wednesday June 3 -- the last semi giant to report this cycle. Jobs report Friday June 5 is the macro catalyst.
Targeting a $1.8 trillion valuation -- the largest IPO in history. Starlink revenue driving the bulk of value. This reshapes the public market's exposure to space infrastructure overnight.
META $606 remains the worst Mag 7 performer YTD at -4.1%. Meanwhile, CRWV $124.99 popped 14.1% last week (Cerebras IPO opened at $60, now doubled). The AI infrastructure trade continues to widen.
Third place, 71 points -- the Carrick era is real. Contract extended through 2028. The summer window is moving fast: Ederson from Atalanta is imminent at EUR 40-45M, giving United a genuine midfield anchor. Casemiro, Sancho, and Malacia all released as the squad trim continues. Roughly GBP 250M war chest reported for the window.
Series H at $65 billion raised, valuation surpasses OpenAI ($852B). Samsung, Micron, and SK Hynix joined as strategic investors -- the "AI companies vertically integrating into silicon" thesis is accelerating. Anthropic also hit first-ever operating profit in Q2 ($559M), revenue tracking toward $47-50B annually.
CRWV debuted at $60, now $125 -- a 108% pop. Signal: public markets have appetite for AI hardware pure-plays. VC money is rotating from software wrappers to physical infrastructure. SpaceX IPO June 12 will test the ceiling.
NVIDIA unveiled the Isaac GR00T Reference Humanoid at GTC Taipei alongside the N1X consumer PC chip (20 ARM cores + 6,144 CUDA cores, RTX 5070-class GPU). The humanoid platform gives every robotics startup a reference design to build on -- NVIDIA is doing for robots what Android did for phones.
OpenAI announced a robotics division -- TSLA stock dropped on the news. Meanwhile, Tesla is converting part of the Fremont plant for Optimus humanoid production. The race for embodied AI is now a three-way between NVIDIA (platform), OpenAI (intelligence), and Tesla (manufacturing).
New album drops June 26. First Strokes record in five years. Early singles suggest a return to the tighter, more urgent sound of Room on Fire. Worth clearing the calendar.
Co-headlining The Warfield. Same night, same venue complex: Human League, Soft Cell, and Alison Moyet bring the synth-pop. Thursday is a music night either way.