Game 2 was a heartbreaker -- Knicks won 105-104 after a late Wembanyama turnover. Wemby had 29 points on 11-21 but the mistake at the end was costly. Brunson has been surgical. Must-win territory.
Apple revamps Siri with Google Gemini, standalone app, Dynamic Island integration, and agentic multi-step tasks. John Ternus (incoming CEO) was spotted mingling with media last night.
Giants took a series from the Cubs in Chicago. Willy Adames, Rafael Devers, and the boys are back at Oracle Park for a Monday night game on NBCS-BA.
Turkey vs Paraguay (June 10), Qatar vs Switzerland (June 13), Austria vs Jordan (June 16), and three more through July 1. Fan Zones at Thrive City, Pier 39, China Basin Park. Biggest Bay Area sporting event in years.
Juneteenth block party with Cameo on June 13 (free, Fillmore District). Stern Grove free concerts start June 14. Fillmore shows: Toadies (June 12), Lemon Twigs (June 17), Alex Isley (June 18), Pomplamoose (June 26). SF Pride June 27-28.
NVDA $205.10 (-6.2%), AVGO $385.73 (-7.9%), TSM $415.17 (-6.7%), CRWV $100.39 (-7.1%), ASML $1,641.74 (-6.6%). For the tranche plan, AVGO and NVDA are now in serious entry territory -- prices not seen since early May. NVDA pre-market Monday: $210.38 (+2.6%).
MSFT $416.67 (-2.7%), GOOGL $368.53 (-1.0%), AMZN $246.03 (-3.1%). Apple's resilience is WWDC-driven. TSLA fell despite JPMorgan upgrading to neutral on robotics integration thesis.
Largest IPO ever. $135/share, 555.6M shares. Cramer thinks it could hit $5T on day one but investors will sell AMZN, MSFT, NVDA to fund it. Company lost $4.9B in 2025. Market event to watch.
Confidential S-1 filed June 1. $65B Series H led by Altimeter, Dragoneer, Greenoaks, Sequoia. Q1 revenue $4.8B, Q2 projected $10.9B with $559M operating profit. The safety lab is now the most valuable AI company on the planet.
Ramp raised $750M at $40B+ on $1.4B ARR. Microsoft's MAI-Thinking-1 (35B params, no OpenAI data) matches Sonnet 4.6 in blind evals. The OpenAI dependency just became optional.
Season: W20 D11 L7. Ederson from Atalanta done (35M, 4yr). Hojlund sold to Napoli (38M). Casemiro, Sancho, Malacia all released. Midfield shortlist: Elliot Anderson (top pick but City circling), Baleba, Wharton, Scott, Mateus Fernandes (80M). Mourinho may hijack the Fernandes move if he returns to Real Madrid.
Computex 2026: NVIDIA unveiled H2+ humanoid platform, Cosmos 3 model, RTX Spark. Jensen partnered with LG on motors + data centers. Tesla Optimus Gen 3 in mass production since January -- 50 hand actuators, first commercial customers late 2026. JPMorgan upgraded Tesla to neutral on robotics thesis.
80kg payload, 20L/s water cannon, 8-hour runtime, climbs 45-degree slopes. Already in bulk delivery. Meanwhile, Unitree's R1 humanoid at $4,370 signals the Chinese volume play is real. XPeng showed 4,360% training efficiency gains at CVPR.
Swift's "I Knew It, I Knew You" (Toy Story 5) set the Spotify single-day country record. Vince Staples released "Cry Baby," his first as an independent artist -- 10 tracks of confrontational commentary. pgLang surprise-dropped Imani Imani's debut. Olivia Rodrigo's new album arrives June 12. FIFA World Cup album features LISA, Shakira, Future, Rolling Stones across 18 tracks.
Bruce Hornsby at Palace of Fine Arts (June 11). Toadies at Fillmore (June 12). Lemon Twigs at Fillmore (June 17). Alex Isley at Fillmore (June 18). Buju Banton + Stephen Marley at Fox Oakland (June 20). Pomplamoose at Fillmore (June 26). Holly Humberstone at Fillmore (June 28).