Jensen delivered again. Revenue beat by $2.6B, up 85% YoY. Q2 guidance $89-93B (midpoint $91B vs $87B street). $80B new buyback, dividend raised 25x. Free cash flow $49B. But the stock reaction was a "knife fight" per Jefferies -- jumped AH then gave back gains on China revenue at zero and rising costs. Settled at $223.47 (+1.3%) today. The beat validates demand; the market wants more.
Apple pushed through the $300 psychological barrier. TSLA surging +3.25% on AI tailwinds. ASML leading the semi supply chain with a massive +6.21% move on NVDA demand read-through. CRWV still struggling around $101 -- stay away stance remains correct.
Dropped alongside NVDA earnings. Would be the most anticipated tech IPO in years. Starlink revenue alone could justify massive valuation. Watch for S-1 details.
Cow Palace, Friday-Sunday. Cajun oxtail, dungeness crab mac & cheese, artisan shops, games. Fri 3-10pm, Sat-Sun 1-10pm. Kids 5 and under free. Tickets online only.
Free entry to celebrate "Femme au chapeau: A Modern Scandal." Drag performances, collector talks, family studios. Also: Kara Walker's automatons, Olafur Eliasson, reimagined Fisher Collection.
Back from an Arizona sweep. White Sox should be more winnable. Adames, Chapman, Eldridge anchor the lineup. Friday 7:15 PM first pitch.
Live music, food trucks, craft cocktails, local artists, the legendary Waiters Race. Union Street between Gough and Steiner. Free admission. Unofficial start of SF summer.
Three music stages, 200+ vendors, four beer gardens, interactive art, Italian food everywhere. Grant Ave and Columbus shut down for two days.
Tickets from $118 on secondary. Biggest hip-hop show of the summer. 7:30 PM. chasecenter.com
One of the world's largest pride parades, Civic Center festival, citywide energy all weekend.
10 wins from 15 since replacing Amorim in January. Clinched 3rd and Champions League qualification. Bruno called it a "needed change." INEOS tried for Luis Enrique first, but Carrick earned it. Transfer plans underway: Rafael Leao from AC Milan (player + 50M euro swap), rumored 100M West Ham double raid if they get relegated.
Beat Burnley 1-0 while City drew at Bournemouth. Arsenal face PSG in the Champions League final May 30. United finished 3rd -- 15 positions better than anyone expected in January.
Announced at JPMorgan session. US actuator factory producing 350K units/year. Unit cost target $30K at scale. First fleets shipping to Hyundai's Metaplant and Google DeepMind offices. Production units committed for 2026. Deployment starts 2028.
May 18 demo: Atlas rotates torso 180 degrees, squats, picks up a mini-fridge, carries it while adjusting to shifting weight. Developed within weeks of CES debut. The sim-to-real gap is collapsing.
295K robots installed in 2024, 595K produced in 2025. Only 25% of required monthly training data being generated globally -- China producing most of it. Unitree and DEEP Robotics accelerating IPO plans.
Thrive Capital + a16z led. Revenue doubled to $2.2B in 2025. Pentagon's $185B Golden Dome interceptor + $20B Lattice AI deal. Defense meets Silicon Valley execution speed.
RJ Scaringe's factory robotics play using Rivian manufacturing data to train AI-powered industrial robots. Solving specific tasks, not chasing general-purpose demos.
Announced with a luxury fashion invitation. Lyrics read like an end-of-the-world fashion show: "Spring Summer 26 / When the world is gonna end no hope for any of it." Sharp pivot from Rock Music discourse. Available everywhere now.
Maid of Honour (dance) is the surprise winner -- Rolling Stone 4/5, "crown jewel." Iceman (hip-hop/beef) got destroyed. Habibti (R&B) is forgettable. 48 tracks across 3 albums. Streaming records shattered regardless of quality.
"Hexagons" is full Black Holes and Revelations energy. Summer tour with Bloc Party and Portugal. The Man. Bay Area date TBA.