FIFA World Cup kicks off at Levi's June 13, Stern Grove starts June 14 (free), Pride builds all month, and the concert calendar is absurd.
FIFA World Cup at Levi's Stadium
6 matches starting June 13 -- Qatar vs Switzerland opens it
The World Cup is here. Levi's gets Qatar vs Switzerland (Jun 13), Austria vs Jordan (Jun 17), Turkey vs Paraguay (Jun 19), Jordan vs Algeria (Jun 22), Paraguay vs Australia (Jun 25), and a Round of 32 knockout (Jul 1).
Stern Grove Festival -- free outdoor concerts
Peter Cat Recording Co. opens Jun 14 | Bomba Estereo Jun 21 | Japanese Breakfast Jun 28
The best free concert series in the city is back. Get there early -- seating fills up fast.
This week's highlights
Concerts, comedy, outdoor cinema
Strawberry Guy at Fillmore (Jun 10) -- Belle and Sebastian + Matteo Lane at Masonic (Jun 11) -- Helen Hong at Punch Line (Jun 10-12) -- Sundown Cinema: Princess Bride at Dolores Park (Jun 12) -- Bob Dylan at The Greek (Jun 13-14) -- Diljit Dosanjh at Chase Center (Jun 20) -- Shakira at SAP (Jun 19-20) -- A$AP Rocky at Chase Center (Jun 25)
Broad selloff in semis this week. NVDA down 6.6% in 5 days. AVGO got a $35B AI platform catalyst. Mag 7 mixed.
NVDA $208
AVGO $396
ASML $1,778
TSM $439
CRWV $98
AAPL $311
META $628
GOOGL $372
MSFT $428
TSLA $418
NVDA: $208, down 6.6% this week
52w range: $140.86-$236.54 | P/E: 31.9 | Next earnings: Aug 26
$12 intraday range today -- market is indecisive. The 5-day pullback from ~$223 puts it 12% below the 52-week high. Tranche territory.
AVGO: $35B AI XPV Platform catalyst
~$396 | BofA price target: $530 -- you're 25% below
Broadcom + Apollo + Blackstone launched a $35B AI infrastructure financing platform. Initial tranche finances Anthropic's 1+ GW expansion using Broadcom's XPU chips. 20+ GW of compute capacity through 2028.
ASML: $1,778, bucking the selloff
Trading above 52-week high ($1,499). EUV monopoly holds.
Remarkable strength given the broader semi selloff. The only game in town for advanced chip lithography.
Anthropic filed for IPO at ~$1T, DeepSeek raising $7.4B, and Broadcom launched a $35B AI infrastructure platform.
Anthropic filed for IPO -- valuation: ~$1 trillion
Confidential S-1 filed June 1, days after $65B Series H
Amazon and Alphabet hold equity stakes. The real story is infrastructure: $100B AWS compute deal (5 GW), another 5 GW with Google. That's 10 gigawatts of contracted compute.
DeepSeek raises outside capital: $7.4B
Tencent, CATL investing | Valuation: $52-59B | Reversal of 'no outside money' stance
Founder Liang committed 20B yuan of his own money. Tencent considering 10B. Agent-focused V4 model requires significantly more compute than the chatbot models that made them famous.
Moonshot AI: $2B at $30B valuation
Third round in six months. Chinese AI darling keeps accelerating.
Moonshot's Kimi assistant continues to gain traction in China, driving rapid-fire fundraising.
Season done: 3rd place, 71 pts, Champions League secured. Now it's all about the summer rebuild under Carrick.
Season wrapped: 3rd, Champions League locked
20W 11D 7L, 69 goals scored, +19 GD
Arsenal won the title (85 pts), City 2nd (78), United held 3rd with 71 points. Brighton 3-0 on the final day. Spurs survived at 17th (41 pts). West Ham, Burnley, Wolves relegated.
Ederson confirmed -- first summer signing
Atalanta midfielder | EUR 45m | All documents signed
Romano says it's '100% confirmed.' The Casemiro replacement: younger, more mobile, proven in Serie A.
Mateus Fernandes: contact made in last 48 hours
West Ham relegated, midfielder 'will leave for sure' -- asking price GBP 85m
Direct talks with agents underway. West Ham went down (39 pts, 18th), so Fernandes is going. The question is price. Tonali dream fading -- United 'cold' on GBP 100m deal.
Jensen Huang says humanoid robots are 'very very close' to factories. Humanoids now available for $20-30K.
Jensen: humanoids 'very very close' to industrial reality
NVIDIA-Hyundai + NVIDIA-LG partnerships expanded
Hyundai's manufacturing capabilities + NVIDIA's physical AI stack. LG building its own model on Isaac GR00T, planning mass-produced actuators this year. CLOi home robot powered by Jetson Thor.
Computex 2026: NVIDIA's physical AI stack is complete
H2+ humanoid reference platform + Cosmos 3 + RTX Spark (1 PFLOP on desktop)
First open humanoid robot reference design built on Jetson Thor and Isaac GR00T. Cosmos 3 understands and simulates the physical world. Humanoids now $20-30K.
China: Unitree filed $7B IPO
Shipped 5,500 humanoids, targeting 20,000 in 2026
The Chinese robotics leader is going public. Scale production is real and accelerating.
Taylor Swift wrote for Toy Story 5, BTS reunion single drops June 12, SF concerts stacked through month-end.
Taylor Swift: 'I Knew It, I Knew You' for Toy Story 5
Written with Jack Antonoff, country roots, out now
Swift watched an early cut and immediately started writing. Wistful harmonica opening, heartfelt track about Jessie's journey. First new material in a while.
BTS comeback single 'Come Over' drops June 12
13th anniversary FESTA release -- reunion anthem after extended hiatus
Anthem-like beat, rhythmic claps, distorted guitar textures. The group's emotions about reuniting with ARMY.
Bruno Mars: 91% Polymarket favorite for top Spotify artist
Untouchable streaming numbers right now
Niall Horan also dropped 'Dinner Party' -- 12 tracks, his best album in years. Built around the dinner party where he met his girlfriend.