Ariana Grande opens her tour in Oakland June 6, North Beach Festival returns for its 72nd year, and the Giants come home June 8.
Ariana Grande -- Eternal Sunshine Tour Opening Night Concert
Her first show of the entire tour, Oakland Arena
Ariana kicks off the Eternal Sunshine Tour on June 6 at Oakland Arena. New single "hate that i made you love me" (produced with Max Martin) just dropped. This is the opening night of the whole tour -- expect high energy and potential surprises.
June 6 -- Oakland Arena
Human League + Soft Cell + Alison Moyet at The Warfield Concert
Three synth-pop legends, one stage
"Don't You Want Me," "Tainted Love," and "Only You" performed by the people who wrote them. A rare triple bill of early-80s originators at one of SF's best mid-size venues.
June 5 -- The Warfield
Free Bluegrass Festival at Salesforce Park Festival
Rooftop music 70 feet above the city
SF Old Time & Bluegrass Festival returns for its 4th year -- nearly a dozen acts across two stages on the 5.4-acre rooftop garden. Pack a picnic blanket. First weekend of Pride Month. Free.
June 6, 11:15am-6pm -- Salesforce Park
North Beach Festival -- 72nd Year Festival
200+ vendors, 11 blocks, Italian street painting
One of America's original outdoor festivals returns June 20-21. Beer gardens, live music, blessing of the animals, and the iconic Italian Street Painting competition. Peak SF summer energy. Free.
June 20-21 -- North Beach
SOMA Nights Block Party Night Market
Free monthly street party in your neighborhood
SOMA Nights returns June 25 on Folsom Street (6th-12th) with local food, pop-up vendors, art, and live music. Since you live in SoMa, this is literally in your backyard.
June 25, 5-9pm -- Folsom St
S&P 500 and Nasdaq hit records on Iran truce hopes. AVGO exploded +4.7% to near ATH. MSFT surged +5.4%. June 5 jobs report is the next catalyst.
Record Highs on Iran Peace Deal Hopes Market
S&P 7,580 | Nasdaq 100: 30,333 | Dow: 51,032
Both indices posted record highs driven by US-Iran truce reports and AI spending momentum. Risk appetite is high, but June 5 jobs report could reset the narrative.
May 29 closing
Semi Rotation Price Check Rotation
NVDA $211 | TSM $418 | ASML $1,613 | AVGO $447 | AMAT $450
AVGO kissed its ATH at $448.90 (+4.73%). NVDA pulled back below its 21-day line. ASML up 18.7% in one month. MU at $971 (+5.1%). Semis look strong but extended after a big May. June 5 jobs report could create the pullback for phased entries.
May 30 closing prices
META Underperforming the Pack Mag 7
$632.51, down 9.35% over 30 days
META is the weakest Mag 7 performer: -9.35% monthly, -6.33% quarterly. MSFT surged +5.4% this week to $450. AAPL near ATH at $312. The META-to-semis rotation window is narrowing.
AAPL $312 | MSFT $450 | GOOGL $376 | TSLA $436
Carrick's transfer war chest is loaded -- Ederson nearly done at 38m, Tonali talks heating up, 250m freed for a Champions League rebuild.
Ederson Is Basically Done Transfer
Five-year deal agreed, ~38m pounds
Romano says Man Utd are "very close." Personal terms agreed on a five-year contract. Clubs finalizing ~38m. First piece of Carrick's midfield overhaul -- Casemiro is leaving, Ugarte on the block, and up to three new midfielders could arrive.
Atalanta -> Man Utd
Tonali Is Who Carrick Really Wants Transfer
United officials flew to Italy to meet his agents
CalcioMercato says United are ready to "go all in" for Sandro Tonali from Newcastle. Carrick reportedly asked for Tonali before Ederson. Fee likely in the 80-90m range. Meanwhile, the Elliot Anderson dream is fading -- Man City are ahead on personal terms for the Forest star.
Newcastle -> Man Utd (potential)
3rd Place, 71 Points, CL Secured Season
Bruno had a record-breaking season; Liverpool fans are seething
United finished 3rd with 71 points under Carrick. Bruno Fernandes had a historically great individual campaign -- so good that Liverpool.com wrote a defensive rebuttal. Sacking Amorim cost 16.7m but securing Champions League football makes it look like money well spent.
25/26 PL: 20W-11D-7L
Anthropic hits 965B and first-ever profit. Cognition raises 1B for Devin. Cerebras IPO settles after wild debut.
Anthropic Surpasses OpenAI at $965B Mega Round
$65B Series H, $47B run-rate revenue, first operating profit
Led by Altimeter, Sequoia, Dragoneer, and Greenoaks. Samsung, Micron, and SK Hynix joined as strategic investors. Q2 revenue tracking $10.9B. This is likely the last private round before IPO. Claude Opus 4.8 dropped the same day.
Valuation: $965B vs OpenAI's $852B
Cognition Raised $1B for Devin at $25B AI Coding
$492M ARR, 50% MoM growth, NASA and Goldman as customers
The AI coding agent startup more than doubled its valuation in 8 months. Enterprise traction is real: Mercedes-Benz, NASA, Goldman Sachs, Santander. The question is whether model makers (Claude Code, OpenAI Codex) will eat the market.
Post-money: $26B
Figure AI ran 200 hours straight, Hyundai plans 25K Atlas robots in factories, China's humanoids cost less than used cars.
Figure AI Sorted 28,000 Packages in 200 Hours Deployment
Near human parity at ~3 seconds per package
What started as an 8-hour test became a multi-day nonstop operation. Three F.03 robots running Helix-02 AI sorted autonomously around the clock, reasoning directly from camera pixels. "Uncharted territory," says CEO Brett Adcock.
200+ continuous hours
Hyundai: 25,000 Atlas Robots in Factories by 2028 Mass Deploy
30K annual production capacity, priced below 2 years' US payroll
The largest humanoid deployment ever announced. Boston Dynamics will price Atlas below the cost of employing two US manufacturing workers. Georgia Metaplant goes first in 2028. Meanwhile, Hyundai's union is pushing back hard -- "not one without a labor deal."
25,000 robots, Georgia Metaplant first
Boards of Canada resurfaced after 13 years, Latto dropped her final album, and JPEGMAFIA keeps pushing boundaries.
Boards of Canada -- New Album After 13 Years Release
If you know, you know
The Scottish electronic duo dropped a new album on May 29. Their last LP was "Tomorrow's Harvest" in 2013. This is 13 years of anticipation. Worth clearing your evening for a proper full-album listen with headphones.
Out now
Latto's "Big Mama" -- A 17-Track Farewell Release
Features 21 Savage, Doja Cat, GloRilla, Wizkid
Latto says this is her final album. The rollout included confirming her first child with 21 Savage. If she's really done, she's going out with the most commercially ambitious project of her career.
17 tracks, out now