Union Street Festival today, WWDC tomorrow, NBA Finals G3 Monday, Giants home stand starts, night markets, Pride month in full swing.
Union Street Festival -- TODAY
48th annual street fest, Cow Hollow, free all day
One of SF's biggest street festivals wraps today. Union Street from Gough to Fillmore -- local businesses, food vendors, live music, art. Free. Show up with no plan and lose 4 hours.
Sun Jun 7, all day, FREE
WWDC 2026 Keynote -- TOMORROW
Tim Cook's final keynote. Gemini-powered Siri. iOS 27.
Apple reveals revamped Siri powered by Google Gemini ($1B/year deal), iOS 27, Apple Intelligence 2.0. Users can set ChatGPT or Claude as Siri's default engine. Tim Cook's swan song as keynote presenter. Watch at apple.com
Mon Jun 8, 10am PT
NBA Finals Game 3: Spurs at Knicks
Knicks lead 2-0. Wemby needs a miracle.
Knicks stole both road games -- 105-95 in G1, 105-104 in G2. Heading to MSG. If New York wins Monday, they can close it out Wednesday. This might be over faster than anyone expected.
Mon Jun 8, 5:30pm PT, ABC
Giants Home Stand: Jun 8-14
Nationals then Cubs at Oracle Park. Giants just scored 30 in two games.
The bats are alive -- 18-3 over Chicago on Friday, 30 runs in two games for the first time since 1944. Nationals Jun 8-10 (from $15), Cubs Jun 12-14 (from $51). Devers, Adames, and Arraez are clicking.
Oracle Park, tickets from $15
Night Markets Double-Header -- Jun 12
Sunset Night Market + Chinatown Night Market, same night
Sunset Night Market on Irving Street (5-10pm) and Chinatown Night Market on Grant Ave (5-9pm) both run Friday June 12. Chinatown's was voted #1 in the country two years running. Both free.
Fri Jun 12, FREE
Investments
Friday massacre: Nasdaq -4.77%, hot jobs report killed rate cuts. AVGO down 22% from ATH. WWDC Monday is the next catalyst.
The Friday Selloff: Nasdaq -4.77%
Hot jobs report killed any remaining rate cut hopes
S&P -2.64%, Nasdaq -4.77%. Sharpest single-day Nasdaq decline since early 2025. The jobs report came in too strong -- Fed has zero reason to cut. If you were waiting for semi entry points, the market just handed you a menu.
June 5 close
AVGO: $479 to $386 in Two Days
Beat Q2 but held (not raised) the $100B FY27 target
Broadcom dropped 12.6% Thursday and another 7.9% Friday. Now $385.73 vs ATH of $495. Analysts still have $500-550 targets. NVDA at $205.10 (-6.2%), TSM $415 (-6.7%), ASML $1,642 (-6.6%). The demand side hasn't changed -- this is macro rotation.
AVGO -19.5% in 2 days
Mag 7: Everyone Bled
AAPL held up best (-1.25%), META worst (-5.5%)
Friday close: AAPL $307 (-1.25%), GOOGL $369 (-0.98%), MSFT $417 (-2.66%), AMZN $246 (-3.06%), META $593 (-5.51%), TSLA $391 (-6.56%), CRWV $100 (-7.07%). AAPL's relative strength points to WWDC as a catalyst.
June 5 closes
Manchester United
Season done at 3rd, 71 pts. Transfer window heating up -- Ederson done, Tonali bid ready, Tchouameni on the list.
Ederson Done, Tonali Next
Atalanta midfielder confirmed at £38m. Tonali bid at £70-80m loading.
United are favorites for Sandro Tonali ahead of Arsenal and City. Newcastle want £100m but United won't go above £80m to start. Berrada's message: "We have to be really disciplined." The Tchouameni pursuit (€80m from Real Madrid) is the ambitious swing.
Ramp's $750M round (ICONIQ, Founders Fund) at $1.4B ARR is the clearest example of AI replacing enterprise finance. DeepSeek's first-ever raise ($52-59B valuation, Tencent + CATL) marks the end of their no-outside-capital era -- agents need too much compute.
2026 is shaping up to be the biggest IPO year since the dot-com era. Anthropic's $47B annualized revenue and $15B/year data center lease with SpaceX shows how intertwined these two stories are. Generalist AI also raised $400M at $2B for robotics (Nvidia, Bezos backed).
IPO season
Robotics
Figure AI lands first commercial deal. Nvidia ships reference humanoid. OpenAI enters robotics, challenging Tesla.
Figure AI Gets Real: Warehouse Deployment in Reno
First commercial bridge between Figure and Brookfield portfolio
Catalyst Brands will deploy Figure humanoids for warehouse work. OpenAI is hiring robotics engineers (TSLA -4.6% on the news). Meanwhile, Nvidia shipped the Isaac GR00T reference humanoid with Unitree and Sharpa hands -- their play to be the Android of robots.
Multiple milestones
China's $27K Humanoids Are Already Shipping
Matrix-3 at $99K, EngineAI at $27K -- hardware getting cheap fast
Matrix Robotics has 1,000 orders deploying in coffee chains and hotels. XPeng's IRON robot targets mass production by year-end. The bottleneck isn't manufacturing anymore -- it's finding buyers who know what to do with them.
Price war underway
Music
Taylor Swift for Toy Story 5, Vince Staples goes independent, Olivia Rodrigo drops June 12.
This Week's Drops Worth Hearing
Vince Staples, Steve Lacy, Tinashe, Death Cab, Muse
Vince Staples' "Cry Baby" is his most politically charged work -- 10 tracks of commentary on America, first release as an independent artist. Steve Lacy's "This Feeling" is smooth. Tinashe's "Too Easy" is the club track. Olivia Rodrigo's new album lands June 12.