Your week ahead: Broadcom earnings Wednesday, NBA Finals Game 1 tomorrow, Portola tickets on sale today, and a stacked concert calendar across the city.
Isaac GR00T reference humanoid, Cosmos 3, and new chip-fab tools lit up sentiment. Jensen's COMPUTEX keynote continues to drive the narrative.
The AI infrastructure GPU cloud play surged Monday. Joined at the hip with AVGO on Wednesday's earnings calendar.
The AI capex narrative isn't working yet. Still -5.1% YTD as the rotation trade you've been watching plays out.
Your tranche targets are all near highs. MSFT +2.3% steady. TSLA -4.6% on OpenAI robotics competition fears. AMZN -3.5%, GOOGL -1.0%, AAPL -1.8%.
Your semi thesis on the line. Broadcom expects $22.1B revenue (+47% YoY). CrowdStrike also reporting -- cybersecurity bellwether.
Robyn, Swedish House Mafia, Tiesto headline. SF's best electronic music festival. portolamusicfestival.com
Three synth-pop legends on one bill. "Don't You Want Me," "Tainted Love," "Only You" -- all live, one night.
Australian pop-rap star. Friday night energy in one of SF's best rooms.
Free all-day music festival 70 feet above the city. Bluegrass, old-time, Americana. 11:15 AM to 6 PM.
The biggest Punjabi artist on earth closes the Aura World Tour in SF. $27M+ grossed globally. chasecenter.com
Tony-winning comedian, one night only. His show "Just For Us" about attending a white supremacist meeting is one of the funniest hours in recent memory.
The safety-first AI company overtook OpenAI and is going public. Revenue run-rate crossed $47B (up from $9B end of 2025). Samsung, Micron, SK Hynix joined as strategic investors in the Series H.
The largest IPO in history is days away. Nasdaq listing under SPCX. This could drain liquidity from tech -- Barron's warns it tests market stability.
Paradigm invested in a sheet metal company. VC firms that specialized in SaaS and fintech are moving into the physical world -- robots, defense, manufacturing.
A full-stack, open humanoid design. Unitree chassis (6ft, 150lb), Sharpa dexterous hands, Jetson Thor Blackwell compute. The strategy: sell the brains, let everyone else build the body. NVIDIA as the Android of robots.
Sam Altman signals a physical AI push as OpenAI builds a robot team. Placing them in direct competition with Tesla Optimus.
Musk killed two car models to make robots instead. That's conviction. 1X Technologies also opened a 58K sqft factory targeting 10K humanoid units/year at $20K each.
The indie veterans return. If you grew up on Transatlanticism and Plans, this one's for you.
Isaac Brock's crew drops the same day as Death Cab. A good week to be an early-2000s indie rock fan.
Long Beach's sharpest rapper returns. One of the most consistently interesting voices in hip-hop.
The most anticipated indie rock album of the summer. Garage rock revival meets whatever the Strokes feel like doing now.
Bruno Fernandes broke Henry and De Bruyne's assists record with 21. Created 132 chances. It wasn't even close. Carrick's turnaround: 3rd place, 71 pts, Champions League secured.
Fabrizio Romano says it's happening barring a major twist. Brazilian midfielder set to be the first signing of the summer.
West Ham got relegated and their assets are up for grabs. United want him at GBP 40m, West Ham asking GBP 80m. Also tracking Mateta from Palace and midfield targets Anderson, Tonali, Baleba.