The FIFA World Cup is here. First match at Levi's: Turkey vs. Paraguay tomorrow. Qatar vs. Switzerland June 13. Austria vs. Jordan June 16. 30+ Fan Zones across the Bay including Thrive City, Pier 39, and China Basin Park. AMC theaters screening games in Spanish via Telemundo.
The oldest free music festival in the US returns. Sundays at 2pm through August 16. Upcoming highlights: Bomba Estereo (Jun 21), Japanese Breakfast (Jun 28), Major Lazer (Jul 5), SF Symphony + Bela Fleck (Jul 12), Patti LaBelle (Aug 9), Al Green (Aug 16). Lottery system at sterngrove.org.
Interpol at Warfield (Jun 11-12). Belle and Sebastian at Masonic (Jun 11). Toadies + Local H + Sparta at Fillmore (Jun 12). O.A.R. + Gavin DeGraw + Lisa Loeb at Masonic (Jun 12). Joji at Chase Center (Jun 14). Jim Gaffigan at Masonic (Jun 14, comedy). Helen Hong at Punch Line all week.
| Ticker | Price | Change | Since Jun 4 |
|---|---|---|---|
| NVDA | $206.64 | -1.0% | -5.5% |
| AVGO | $390.32 | -1.6% | -18.5%* |
| ASML | $1,763.83 | +0.8% | -- |
| TSM | $426.25 | -0.1% | -- |
| AAPL | $290.57 | -3.6% | -6.6% |
| MSFT | $404.01 | -1.9% | -5.6% |
| GOOGL | $365.54 | +0.6% | -1.7% |
| META | $590.15 | +0.8% | -6.0% |
| TSLA | $396.45 | -3.1% | -5.3% |
| CRWV | $98.09 | -4.2% | -- |
*AVGO sold off 13% post-earnings despite beating estimates. Q2 EPS $2.44 (beat $2.40), revenue $22.19B (+48% YoY). Guided Q3 AI revenue to $16B.
United finished 3rd (W20 D11 L7, 69 GF/50 GA), 14 points behind champions Arsenal. The attack worked -- Mbeumo, Cunha, and Sesko all hit double figures -- but the midfield was the weak link. Now comes the rebuild.
Ederson from Atalanta is done (£35m, 4+1 year deal, medical pending). Mateus Fernandes from relegated West Ham is target #2 (~£80m ask). Sandro Tonali from Newcastle is target #3. Cucurella being considered at left-back (~£43m). Rashford 'highly unlikely' to return. Onana told he can leave.
Anthropic filed a confidential S-1 on June 1 after closing a $65B Series H. Amazon and Alphabet hold substantial equity. Separately, Broadcom/Apollo/Blackstone launched a $35B AI infrastructure platform (AI XPV) to support Anthropic's compute expansion. The AI compute arms race is being financed by private credit now.
DeepSeek's first-ever outside round: 50B yuan from Tencent, CATL, and founder Liang Wenfeng himself. Valuation $52-59B. Meanwhile, Moonshot AI (Kimi chatbot, ARR >$200M) wants $2B at $30B -- their third round in six months.
Huang deepened partnerships in Seoul with Hyundai ($5.9B AI Valley project) and LG (humanoid robots + data centers). At Computex: H2+ humanoid reference design, Cosmos 3 physical AI model, RTX Spark personal AI chip. Boston Dynamics' Electric Atlas is in enterprise pilots at Hyundai Georgia. Figure AI landed its first retail warehouse deal (Catalyst Brands, Reno). Tesla Optimus Gen 3 in 24/7 hand deployment.
"I Knew It, I Knew You" -- wistful harmonica, Jack Antonoff production, inspired by cowgirl Jessie. First new Swift material since The Life of a Showgirl. Also dropped: Death Cab for Cutie's "I Built You a Tower," Evanescence's "Sanctuary," and Lizzo's "Bitch." BTS drops "Come Over" on June 12. The Strokes' "Reality Awaits" arrives June 26.