Giants host D-backs and Rockies this week, Union Street Festival June 6-7, Ron Funches at Cobb's, Pride building, Stern Grove launches June 14.
Holiday afternoon baseball. Devers, Adames, Arraez, Chapman in the lineup. The Giants smashed the White Sox 10-3 yesterday. Good vibes at Oracle Park.
Two of hip-hop's most creative MCs. Wale's been underrated for a decade, Smino brings funk-soul-rap. Memorial Day night out.
Live music, food trucks, craft cocktails, local artists, and the annual Waiters Race. Classic SF neighborhood street fair energy.
Markets closed Monday. 30Y Treasury at 5.19% (highest since 2007). ASML +52% YTD. NVDA at $215 in entry zone. CRWV insider selling continues.
The biggest macro headwind for growth stocks. Goldman says equities are "increasingly vulnerable." BCA Research argues only a meaningful equity selloff will bring yields down. This matters for the semi rotation timing.
NVDA sitting in your entry zone at $215.33. Markets closed Monday (Memorial Day) -- first execution window is Tuesday. NVDA earnings Wednesday May 28 is the catalyst.
CEO dumped another 200K shares May 23. This is coordinated C-suite liquidation, not routine diversification. Down 44% from ATH. Stay away.
Season ends on a high: 3-0 at Brighton, Bruno breaks the all-time PL assist record, Carrick gets the permanent job.
Bruno's cross for Dorgu's opener was assist #21, surpassing Henry and De Bruyne. Then Mbeumo tapped in (44') and Bruno scored himself (48'). Player of the Season, FWA Footballer of the Year, and now the record outright. Historic campaign.
From Amorim's mess to 3rd place and Champions League football. 11-5 in 16 league games as interim. Now targeting Sandro Tonali (~80M euro) and Ederson (~50M euro) for a midfield overhaul with Casemiro leaving on a free.
Figure AI hits 200-hour autonomous run (249K packages, zero failures), BMW deploys AEON humanoid, Hyundai targets 25K Atlas robots by 2028.
What started as an 8-hour test became a 200-hour marathon. 2.83 seconds per package, fully autonomous, no teleoperation. BotQ factory now producing 1 robot per hour (24x scale in 120 days). This is the real deal.
The most aggressive large-manufacturer humanoid commitment yet. Starting with parts sequencing, expanding to assembly by 2030. Plus a $5.4B AI R&D hub. This is the industrial deployment wave everyone's been waiting for.
Hark raises $700M for AI hardware, Anthropic nears profitability with $1.25B/mo SpaceX compute deal, YC adds crypto toolkit.
Building a "universal interface between humans and machines." An enormous Series A that signals serious conviction in the physical AI thesis. One to watch closely.
Rare for an AI lab at this stage. The SpaceX compute deal shows insatiable demand. Enterprise push backed by Blackstone, Sequoia, and General Atlantic.
Stacked New Music Friday: Olivia Rodrigo, Dua Lipa, Bleachers, 6LACK. The Script and Kylie drop singles.
One of the most loaded NMFs this year. Standout singles: The Script's "Reputation" (32M Spotify listeners), Kylie's "Light Up," Niall Horan's "End of An Era." Albums: 6LACK, Future Islands, Maisie Peters' "Florescence."