The World Cup is here. Levi's hosts Qatar vs Switzerland (Jun 13), Austria vs Jordan (Jun 16), Turkey vs Paraguay (Jun 19), and three more through July 1. Over 30 Fan Zones at Thrive City, Pier 39, and China Basin Park. Biggest sporting event in Bay Area history.
The monthly block party on 2nd Street brings 175+ vendors, performers, and food. June's edition features a free Janelle Monae DJ set. Show up hungry, leave inspired.
Diljit is selling out arenas worldwide. Two nights at Chase Center means the demand is real. Bhangra meets arena production. One of the best live shows touring right now.
Consensus: $0.80 EPS, $2.40B revenue (+27% YoY). MRVL down 3.2% to $201.56 pre-earnings. This is the event to watch before executing any semi rotation -- beat-and-raise sends the chain higher, a miss gives better entry prices across the board.
NVDA $213.14 (-0.8%) just below $215 entry. TSM $421.29 (+2.2%) strongest today. ASML $1,601 (-1.9%) back from ATH. META $630.49 (+3.0%) best Mag 7 performer.
CRWV at $103.47 (-2.3%). When management sells into strength, pay attention. The "stay away" call looks prescient.
Three humanoid robots -- Bob, Frank, and Gary -- sorted packages autonomously for 200+ hours in a livestreamed warehouse test. CEO Brett Adcock said beforehand there was a "high chance something would break." Nothing did. Most convincing real-world humanoid demo yet.
While Figure AI gets livestream headlines, China is quietly building the manufacturing dominance that will define who wins the humanoid race. EngineAI's volume advantage is real and growing.
Hark's pitch is exactly the embodied AI thesis worth tracking. $700M Series A at $6B for pairing foundation models with physical hardware. The AI-meets-atoms play is real.
Approaching profitability in AI labs is rare. Add a $1.25B/month SpaceX compute contract and a $1.5B enterprise venture backed by Blackstone and Sequoia. The $900B valuation is starting to look justified.
Carrick's first signing plugs the biggest hole in the squad. Ederson is press-resistant, box-to-box, 26 years old. Could be announced before the window even opens. Combined with Mainoo's contract extension through 2031, the midfield rebuild is underway.
Bruno's final-day assist at Brighton gave him 21, surpassing Henry and De Bruyne's 20. Third place secured, UCL football confirmed, and the captain delivered a historic season.
One of the best NMFs this year. Bleachers delivered another Antonoff masterclass, 6LACK returned focused, and Future Islands put out an album worth your full attention. Skip Cruz Beckham.
15.2M Spotify listeners and climbing. 'Light Up' proves the Tension era wasn't a fluke. Put it on the workout playlist.