The World Cup is actually here. Five matches at Levi's Stadium from June 13 through July 1. 30+ fan zones across the Bay including Thrive City, Pier 39, and China Basin Park. This is the biggest sporting event SF has hosted in years.
Jun 13 -- Jul 1 Sports
Stern Grove Festival Opens -- Free All Summer
Peter Cat Recording Co. (Jun 14), Bomba Estereo (Jun 21), Japanese Breakfast (Jun 28)
The best free concert series in SF. Under giant eucalyptus trees every Sunday. Japanese Breakfast on Jun 28 will be packed -- get there early. sterngrove.org
Sundays, Jun-Aug Free Music
Juneteenth Freedom Celebration in the Fillmore
Eight blocks, free carnival rides, live music, car show
One of the biggest free events of the month. Six districts, wine tastings, music stages. Family-friendly but fun for everyone. Jun 13 and Jun 20 celebrations.
Revenue expected $2.41B (+30% YoY), EPS $0.80. AI data center demand is the story. Susquehanna PT $230, Stifel $210. If you're executing the semi rotation, tonight's print matters -- it will move the whole chain.
Your rotation plan targets 30% ($90K) into NVDA. Price has hovered in the $212-218 range for a week. First execution window was yesterday. MRVL print tonight will either pull this higher or create a better entry.
CRWV $106 | CBRS (Cerebras) $242 after IPO cooldown
ASML near ATH. TSM and AVGO both up ~2% on the day. Semiconductor sales projected to hit $1T in 2026. SMH ETF +23% YTD. OpenAI targeting September IPO ($852B valuation).
May 26 close Macro
Manchester United
Season Done: 3rd Place, 71 Points, Bruno Made History
21 assists -- all-time PL single-season record
Ended 3-0 vs Brighton. Arsenal won the league (85 pts). Bruno Fernandes broke the all-time PL assist record, passing Henry and De Bruyne. Contract extension through 2028 being finalized.
Final table: Arsenal 85, City 78, United 71 Season Wrap
Ederson Deal Nearly Done + Tonali Close
~EUR 53M for Atalanta midfielder, GBP 55M for Tonali from Newcastle
Carrick's first two signings are both midfielders. Ederson (26, Brazil) agreed personal terms on a 5-year deal. Tonali (26, Italy) negotiations advancing. Carrick canceled summer holidays -- straight to work.
Transfers imminent Transfer
Startups & AI
Hark: $700M Series A at $6B -- AI Meets Hardware
NVIDIA, AMD, Intel Capital, ARK all participating
New AI lab pairing foundation models with hardware for a "universal interface between humans and machines." The investor list says everything about where the smart money thinks AI is going: embodied.
May 21 AI Hardware
Anthropic Nearing First Profitable Quarter
$30B round pushes valuation past $900B, surpassing OpenAI
Revenue growth is meteoric. WSJ says Anthropic showed investors projections for its first operating profit. OpenAI is racing to IPO (September target, Goldman + MS) while Anthropic's growth threatens to overtake.
$900B+ valuation AI
Robotics
Figure AI: 200 Hours, 250K Packages, Zero Failures
Bob, Frank, and Gary became internet celebrities
What started as an 8-hour test became a 9-day livestream with 3.2M YouTube views. Three Helix-02 robots sorted packages 24/7 at near-human speed. The $39B startup popped champagne at the end. Warehouse automation just became inevitable.
May 2026 Humanoid
Sanctuary AI: First Commercial Humanoid in Retail
110 tasks at a Canadian Tire store -- not a demo, a deployment
Phoenix robot worked a real retail floor for a week. Stocking, organizing, customer-facing work. First general-purpose humanoid commercially deployed in retail. Accenture invested. This is the "boring but real" milestone the industry needed.
Commercial deployment Humanoid
Music
May 22 Was Stacked: Bleachers, 6LACK, Future Islands, Maisie Peters
Plus Olivia Rodrigo, Dua Lipa, Reba McEntire all on the same Friday
Bleachers went bigger and more anthemic. 6LACK returned moody and introspective. Maisie Peters' "Florescence" is her most confident work. Hot singles: Kylie Minogue "Light Up," Majid Jordan "Cold," The Script "Reputation."