Memorial Day weekend kicks things off. June is packed: Pride, North Beach Festival, Fillmore Jazz Fest, Diljit at Chase Center, and outdoor everything.
Giants beat the White Sox 8-5 today behind 11 hits. Tomorrow they host Arizona at 2:05 PM. Oracle Park in late May is hard to beat.
DJs, local food, pop-up vendors, art. 5-9 PM, free. It's basically a night market on Folsom with better music. Runs monthly through September.
Fourth annual Parks4All Brewfest, noon to 4 PM. Craft beer, great setting, benefits the parks.
Two days of live music, food vendors, makers. This is the big one that kicks off festival season.
Full neighborhood takeover. Six districts, live music, classic car show, unlimited free carnival rides. One of the best free events in SF.
Selling out arenas globally. This will be one of the highest-energy concerts in SF this year.
Grant Ave and Washington Square Park. Italian street party with DJs, beer gardens, arts and crafts. Date-worthy.
The city transforms. Every neighborhood has something happening. Two days at Civic Center plus the massive parade.
Markets flat into Memorial Day. ASML +52% YTD leads semis. 30yr Treasury at 5.19%. Tuesday May 26 is your first execution window for the rotation.
ASML $1,632.90 (+52.6% YTD). NVDA $215.33 -- in the entry zone. TSM $404.52. AVGO $414.14. AMAT $432.16. Markets closed Monday. Tuesday is the first execution window for the $300K META->semi rotation.
This is why Mag 7 underperforms despite strong earnings. Higher long-term rates compress multiples. Entry prices may stay attractive longer for the semi rotation.
GOOGL $382.97 (Cloud +63%). AAPL $308.82 (near ATH). TSLA $426. AMZN $266. MSFT $418. META $610 -- still 23% off ATH. Cerebras IPO'd, already down to $257 from $350 open.
Season ends on a high: 3-0 at Brighton, 71 pts, 3rd place, UCL secured. Carrick permanent. Bruno breaks the all-time PL assist record.
Carrick's record since January: 12 wins in 17 games. Bruno's 21st assist broke the all-time PL single-season record (Henry/KDB had 20). He also won PL Player of the Season, FWA POTY, and Sir Matt Busby award. The man is staying -- United have blocked his release clause.
Mateus Fernandes from West Ham is the other name (potential GBP116M double deal). Carrick got the 2-year permanent deal and five coaches locked in alongside him.
Figure AI's 200-hour marathon is the milestone of the month. EngineAI hits 10K/year production. Real deployments are overtaking demos.
Figure 03 robots running Helix-02 AI, starting May 13. Then they did a human vs. robot contest -- an intern won by 192 packages but broke his forearm. CEO Adcock: "the last time a human will ever win."
Unitree shipped 5,500 in all of 2025. 1X targeting 10,000 NEO units from Hayward. EngineAI matches from a single Chinese line. The production race is officially on.
Anduril raises $5B at $61B. Hark lands a $700M Series A. Q1 2026: $300B in VC, 81% to AI.
Thrive Capital + a16z led. $20B Army contract, $185B Golden Dome program. Palmer Luckey says they'll "definitely" IPO. SpaceX S-1 also filed -- NASDAQ ~June 12 at ~$1.75T.
Pairing foundation models with hardware for "universal human-machine interfaces." San Jose based. The investor roster reads like a semiconductor who's-who.
Olivia Rodrigo's next era is building fast. Drake dropped 3 albums. FIFA World Cup anthem is out. SF shows worth catching.
Her longest song yet, cinematic video, limited vinyl with exclusive demo "Never Do." Also this week: Bleachers and Future Islands dropped new albums, LISA/Anitta/Rema released the FIFA World Cup 2026 anthem "Goals."
Alex Isley's R&B at the Fillmore is the sleeper pick. Diljit at Chase Center will be the loudest show of the year. Rhiannon Giddens is a MacArthur genius in an intimate room.