SF Events
Stacked next two weeks: NBA Finals G2 tomorrow, Ariana Grande this weekend, Stern Grove opens June 14, Pride June 28.
NBA Finals Game 2: Spurs vs Knicks
Tomorrow night in San Antonio -- Knicks lead 1-0
Brunson dropped 30 in the 4th quarter to steal Game 1 (105-95). Wembanyama went 6-21. Game 2 is Friday at 5:30pm PT. Series comes to MSG for Games 3-4 (June 8, 10).
June 5 | 5:30 PM PT
The Human League + Soft Cell + Alison Moyet
The Warfield -- Tomorrow Night
Three iconic synth-pop acts on one stage. "Don't You Want Me" + "Tainted Love" + "Only You" in one night. A once-in-a-generation triple bill for 80s electronic music lovers.
June 5 | 8 PM | The Warfield
Ariana Grande at Oakland Arena
Three nights: June 6, 9, 10
The Petal tour's Bay Area run. Three dates means ticket availability should still be decent. Easy BART access from the city.
June 6, 9, 10 | Oakland Arena
Union Street Festival + Rose in the Park
Free outdoor vibes this weekend
Union Street Festival in the Marina (June 6-7) with arts, food, and live music. Rose in the Park at Nob Hill's Huntington Park on Saturday. Both free.
June 6-7 | Free
Stern Grove Festival Opens June 14
Free Sunday concerts through August -- 89th season
SF's best summer tradition returns. Bring blankets, arrive early for good spots in the eucalyptus grove amphitheater. Lineups span jazz, rock, classical, and world music.
Sundays starting June 14 | 2 PM | Free
Bob Dylan at The Greek -- Two Nights
The living legend, June 13-14
Dylan is 85 and still touring. Every show could be the last time. Two nights at the Greek gives you options for a genuine bucket-list experience.
June 13-14 | Greek Theatre, Berkeley
Investments
AVGO cratered -12.6% post-earnings despite a clean beat. ASML quietly ripping to new highs. Semi contagion risk is real.
AVGO: The Beat-and-Crater, Day 2
$418.91 -- market punishing no guidance raise
Q2 revenue $22.2B (+48%), AI semi $10.8B (+143%), Q3 guide $29.4B. All fine. But the $100B FY2027 target was held, not raised. Back to early May levels. In tranche mode, this might be an entry -- but the market wants growth re-acceleration.
-12.59% | 52wk low $241
ASML Quietly Ripping to New Highs
$1,757 -- up ~$150/share in four days
While everyone watches AVGO bleed, ASML went from $1,613 on June 1 to $1,757. The EUV monopoly keeps printing. Trading well above its stated 52-week high. This is the kind of quiet strength worth paying attention to.
+8% this week
WWDC June 8 -- The Next AAPL Catalyst
BofA raised price target to $380
Apple at $311 is near its 52-week high of $317. WWDC starts Sunday. BofA's $380 target implies 22% upside. If the AI narrative delivers, the breakout is set up.
WWDC: June 8 | BofA PT: $380
Manchester United
Season wrapped at 3rd, Champions League secured. Ederson done, Berrada plotting five more signings under Project 150.
3rd Place, 71 Points, CL Secured
Best finish in years -- but 14 points off Arsenal
W20 D11 L7, 69 goals scored. Home form was fortress-level (13W). Away draws (8) killed the title challenge. Still, Champions League football is back and Carrick has a real platform.
3rd | 71 pts | GD +19
Ederson Done. Berrada Wants Five More.
35M from Atalanta -- first of a busy summer
CEO Berrada confirmed the "mix of experience and youth" template from last summer's 200M spend will be replicated. Targets: Mateus Fernandes (West Ham, 80M), Carlos Baleba (Brighton), Lewis Hall (Newcastle), plus Tchouameni and Morgan Rogers. At least one striker too.
5+ signings planned
Project 150: Win the League by 2028
Berrada's bold 150th anniversary deadline
"Ideally we do it next season, if not, the following season." The CEO ties the title ambition to United's 150th anniversary. Bold for a club 14 points off the pace, but CL revenue and a clear transfer strategy give it more credibility than most United promises.
2028 target
Startups
DeepSeek raises $7.4B at $59B. Anthropic IPO filed. SpaceX roadshow starts tomorrow. The AI race moves to Wall Street.
DeepSeek's $7.4B First Round
$52-59B valuation -- Tencent, CATL, founder's own $2.9B
The Chinese AI lab that shook Silicon Valley is finally taking outside capital. Founder Liang commits $2.9B personally, preserving control. Committed to open-source and AGI-first research -- a stark contrast to OpenAI/Anthropic's commercialization push.
$7.4B round closing in weeks
SpaceX IPO Roadshow Starts Tomorrow
SPCX on Nasdaq -- $1.75T valuation, $75B raise
The most anticipated IPO of the decade. At $1.75T, SpaceX would be the most valuable company to ever go public. The public market era of tech's biggest private companies officially begins.
June 5 roadshow start
Sekai: 15M Apps Built by Regular People
$26M from Khosla + Connect Ventures
Describe what you want, get a working app in seconds. 200K new apps per day. Founded by Lucky Zhang (exits to Apple and TikTok). The strongest validation yet for "vibe coding for consumers."
200K apps/day
Robotics
BMW scales Figure AI to Leipzig after 30K-car pilot. OpenAI enters the ring. Tesla converts Fremont. Real deployments, not demos.
BMW + Figure AI: 30,000 Cars Produced
Spartanburg pilot exceeded expectations, expanding to Leipzig
Figure 02 robots worked an 11-month run, walking 1.2M steps, handling sheet metal alongside humans. No major safety incidents. BMW is now expanding to Leipzig with Figure 03 and Hexagon's hybrid AEON robot. This is the first real benchmark in the industry.
30K cars | 1.2M robot steps
OpenAI Robotics Is Official
DALL-E/Sora creator Aditya Ramesh leads the division
Near-term: robots for data center and power grid construction. Long-term: personal robots. TSLA dropped 5% on the news. With Nvidia arming Unitree and BMW deploying Figure, the robot wars have real contestants now.
Announced May 31
Tesla Shuts S/X Lines for Optimus
Fremont factory converting to robot production
Tesla is literally tearing out its oldest car lines to make room for humanoid robot production. Musk holding the production version close to avoid copies. A real capital commitment, not just talk.
Fremont conversion underway
Music
Massive New Music Friday: Taylor Swift single, Steve Lacy returns, Olivia Rodrigo album next week, Strokes and Muse end of month.
Steve Lacy -- 'This Feeling'
The smoothest new single of the week
After "Bad Habit" made him a festival headliner, Lacy's been quiet. This is the first hint of what's next. If you liked Gemini Rights, pay attention.
Out June 5
The Strokes: 'Reality Awaits' -- June 26
New album from one of rock's defining bands
Every Strokes album cycle produces at least one song that lives rent-free in your head for a decade. "Reality Awaits" drops end of month alongside Muse's "The Wow! Signal."
June 26
Olivia Rodrigo Album Three -- June 12
'You Seem Pretty Sad For a Girl So in Love'
After GUTS proved she's not a one-album wonder, this one determines if she's generational or very good. Big difference. Drops next Thursday.
June 12