Victor Wembanyama and the Spurs open the NBA Finals against the Knicks. Wemby won WCF MVP and looked like a generational force. Clear your schedule.
Three synth-pop legends on one stage. Tainted Love, Don't You Want Me, Only You -- a greatest-hits marathon disguised as a concert. The Warfield is the perfect room for it.
The biggest pop tour of the summer. Resale market might soften for the Monday and Tuesday shows. Oakland Arena gets loud for pop -- expect a production spectacle.
A full day of free events: Cow Hollow's Union Street Festival (live music, food, makers), North Beach's Italian street festival (pizza toss, accordion symphony), and free bluegrass on two rooftop stages at Salesforce Park. Also the Fillmore BBQ with live R&B. Your Saturday is booked.
Free concerts every Sunday in a eucalyptus grove. One of SF's best summer traditions. Get there early for a good spot.
Consensus: EPS $2.40 (+52% YoY) on revenue $22.1B (+47% YoY). HSBC raised target to $600. Four straight beats. Options traders betting on more upside. If you're building a semi position, tonight's print sets the thesis.
Roadshow starts Thursday in NYC. 30% retail allocation (vs typical 5-10%). Starlink is the only profitable segment. Revenue $18.7B but $4.9B net loss (xAI drag). Biggest IPO in history by nearly 3x.
NVDA $215.68 (-3.2%), ASML $1,732 (+1.6%), TSM $440 (-1.6%), CRWV $112 (-5.8%). GOOGL ~$362 (down on $80B equity raise, Berkshire taking $10B). AAPL $310, MSFT $428 (-3%), META $598, TSLA $423 flat. US-Iran fire exchange in Persian Gulf lifting oil and yields.
Confidential filing puts Anthropic in a direct race with OpenAI for public market dominance. The $65B Series H was the last private round -- investor base (Sequoia, Fidelity, Blackstone, GIC, Samsung, SK Hynix) is IPO-ready.
Founder Liang Wenfeng putting in 20B yuan himself. The reversal from "no outside capital" signals the agent-focused V4 model needs serious compute the hedge fund can't bankroll alone.
The AI capex story keeps getting bigger. Private infra and real estate capital are expected to play a much larger financing role as the buildout exceeds what public markets alone can fund.
OpenAI is building robots. Focus: skilled labor for infrastructure first, then personal robots. Lands directly on Tesla Optimus turf -- TSLA dropped 5% on the news. The AI-native robotics race just got a new well-funded contender.
Cosmos 3 is the first open model that handles text, images, video, sound, and robot actions natively. The GR00T reference humanoid (Unitree H2 + Jetson Thor + Sharpa hands) ships to Stanford, ETH Zurich, UC San Diego. Jensen is building the platform layer everyone else builds on.
Not a demo, not a pilot -- a named customer (Catalyst Brands: JCPenney, Aeropostale, Brooks Brothers) with a named facility. Sorting and packing automation in Reno, NV. Real deployment at real scale.
Champions League football secured. 13 home wins carried the season, but the 11 draws tell the real story -- too many games United should have closed out. Away record (W7 D8 L4) needs work.
Carrick's #1 target locked in. At 26, Ederson is entering his prime and solves the midfield control problem United had all season. Hojlund sold to Napoli for 38M. Casemiro, Malacia, Sancho released. Rashford back from Barcelona loan.
Modest Mouse and Death Cab releasing on the same day feels like a 2005 time warp in the best way. Red Clay Strays' RCA debut rounds it out. Thursday is the day if you're in an indie mood.
Sacred Bones release with French-English lyrics, noise textures, and billy woods features. Ugly, brazen, demanding. Not background music. If you listen to one challenging record this month, make it this one.