FIFA World Cup at Levi's Stadium
6 matches starting Jun 13. Group stage through Round of 16. Tickets from ~$200 on secondary market. Bay Area's biggest sporting event this decade.
Union Street Festival
Jun 6-7, Cow Hollow. Free admission. Live music, 100+ local vendors, craft cocktails, food trucks. One of SF's best neighborhood street fairs.
Human League + Soft Cell + Alison Moyet
North Beach Festival
Jun 20-21. 72nd year. 200+ vendors, live stages, Italian heritage celebration in one of SF's most walkable neighborhoods.
DELL +33% — AI Server Blowout
Earnings Revenue $43.8B (est. $24.2B). AI server segment nearly tripled to $29B. AI orders +757% YoY. Biggest single-day move in Dell's history.
S&P 500 Record Highs, Semis Ripping
Market 9th straight weekly gain. SOXX +24% in May. NVDA $211, AVGO $447 (new 52-wk high), ASML $1,613, TSM $418. DELL's numbers validate AI infra spend thesis hard.
MSFT Earnings Beat
Earnings Revenue $82.9B, +13% YoY. AI business $37B run rate. Azure growth re-accelerated. Stock +5.4% post-earnings.
CRWV Watch
Caution $109.53. Heavy insider selling continues — CEO Intrator dumped $19.7M, CFO $1M. DA Davidson downgraded to Neutral, PT $100. Stay away thesis intact.
Ederson Deal Nearly Done — Carrick's First Signing
Atalanta midfielder, ~£38M fee agreed. Personal terms done. Medical expected next week. Exactly the midfield controller United needed.
£250M War Chest Unlocked
UCL qualification + new commercial deals freed a massive transfer budget. Tonali (~£87M from Milan) is the next priority target after Ederson wraps.
Rashford to Barcelona
Personal terms agreed. Fee dispute ongoing — Barca offering €30M, United want more. Loan-to-buy structure being discussed.
Boards of Canada — Inferno
First album in 13 years. Released yesterday (May 29). The most anticipated electronic album of the decade. Early reviews: haunting, cinematic, unmistakably BoC.
Kurt Vile — Philly's Been Good to Me
4-star reviews. Summery, gorgeous, classic Kurt Vile. Perfect Tahoe road trip listening.
Rolling Stones — Foreign Tongues
Coming July 10. Features Charlie Watts' final studio recordings. The last Stones album with all original members represented.
Anthropic Hits $965B Valuation
$65B Series H. First operating profit ever ($559M in Q2). Revenue run-rate tracking $47-50B annually. Surpassed OpenAI's $852B valuation.
Groq Raising $650M for Groq 2.0
Post-Nvidia licensing deal. Building next-gen inference chips. The LPU architecture bet is getting real capital behind it.
VCs Pivoting to Physical AI
Paradigm backed a sheet metal fabrication company. The "atoms not bits" thesis is moving from talk to checks. Validates the robotics/physical AI intersection Raunaq's been tracking.
Figure AI: 3 Robots, 24+ Hours, 28K Packages
Nonstop autonomous sorting at a logistics facility. No human intervention. This is the "robots actually working" milestone the industry needed.
Hyundai Deploying 25K Atlas Robots to US
Boston Dynamics' humanoid going to scale production. Automotive + logistics first. Largest humanoid deployment commitment ever announced.
Computex 2026 — Jensen Keynote Sunday Night
Starts Jun 1 (Taipei, Sunday night PT). NVIDIA Rubin Ultra roadmap, robotics partnerships (Figure AI + Catalyst Brands), next-gen compute announcements expected.