FoodieLand this weekend, Giants hosting White Sox, A$AP Rocky in June
America's largest food festival. 250+ vendors, global street food, artisan shopping, live music. Kids under 5 free. Buy in advance -- they sell out.
Giants (20-29) host the rebuilding White Sox. Got crushed 12-2 by Arizona yesterday. Oracle Park in late May is still a great experience and tickets should be cheap.
Rocky's first major tour in a while. The Don't Be Dumb album cycle has been one of his most cohesive rollouts. Fashion-forward live show energy.
105th annual Statuto Race, Italian food, wine tastings, pizza toss, live music. One of SF's oldest and best free festivals.
NVDA crushed earnings ($81.6B, +85%) but sold off AH -- ASML ripped +6%, AAPL broke $300
Revenue up 85% YoY, data center $75.2B (+92%), buyback raised to $80B. And the stock dropped 2% AH. The bar was impossibly high. Real signal is Q2 guidance (~$87B expected).
The EUV monopoly prints. Every hyperscaler raising capex flows through ASML's order book. Your thesis chokepoint is at peak validation.
Services revenue at all-time records, iPhone demand supply-constrained. $100B buyback providing a floor. Next catalyst: WWDC in June.
Karpathy defected to Anthropic, Anduril raised $5B, AI eating 81% of VC
Joining the pretraining team under Nick Joseph. "The next few years at the frontier of LLMs will be especially formative." Biggest talent move of 2026. Given your Anthropic interview Friday, the timing is poetic.
Palmer Luckey's defense tech company is worth more than most public defense contractors. Autonomous systems governments actually buy. The biggest private round outside frontier AI labs.
Figure's robot worked 81 hours straight, Hyundai wants 25K Atlas units
Livestreamed. No human touching controls. This separates "cool robot video" from "actual business." Now producing 1 robot per hour -- 24x scale in 120 days.
Hyundai's board frustrated with pace. C-suite exodus at Boston Dynamics as pressure mounts. This is what "pull" looks like in robotics.
3rd place locked, CL secured, season finale at Brighton Saturday
Shaw opened early, Cunha and Mbeumo sealed it. 74,015 in attendance. End-of-season party at the Theatre of Dreams.
Best PL finish in years. CL football back at Old Trafford next season -- that changes the entire transfer window calculus.
Drake dropped a triple album, Charli xcx new single today, Muse gearing up for summer
Tracking 480K-520K first-week units for Iceman alone. 250M Spotify streams on day one. Fulfilled his UMG contract. Nobody else can just... do this.
Announced via cryptic luxury fashion invitation. If it's anything like the Brat era, expect the internet to have opinions within 30 minutes.