On a day where the Dow gains more than 1,000 early, Tesla and SpaceX have lost a combined $100 billion in stock market value. Rough morning for Musk.

#Update: AI stocks, including SpaceX, CoreWeave, and Oracle falling overnight as election night results come in. #Elections2026

It’s clear that AI and data centers are playing a big role this election night. NBC News poll shows 57% say AI will “hurt society.” 24% say it will “help society.” #Elections2026 #Midterms

The Government stake in Intel dropped by $12 billion today. $INTC

It’s not surprising that the Elizabeth Holmes documentary is packing theaters. During her trial, we reporters had to line up at 5am to get a seat in the courtroom. The interest - and fascination - was that high.

All you Libby users borrowing digital books and audiobooks through your library cards, you can set your preferences to human authors and artists ONLY. Click the middle button at the bottom, then "Content Controls" under Settings. You'll find "AI Contributions" there. Click in to it to make changes.

I’ve covered cybersecurity long enough to know this is a really bad idea…

I’ve gotta say, it’s worth checking to see what Amazon AI thinks about you ..

Crazy stat: With the wealth expected to be created by the OpenAI IPO, employees could buy: -Close to 20% of all the homes in San Francisco. -Close to 15% of all the homes in San Jose. -Close to 15% of all the homes in Oakland. The Anthropic IPO? -About 9% of SF homes -Redfin

#Update: The 30 year fixed rate mortgage just hit 7.37%. If you're buying a median priced home in San Francisco right now, your monthly payment is: 20% down: $12,150 10% down: $13,669 ...per month. -MortageNewsDaily

#Update: Median home price, by county: San Mateo: $2.25 million Santa Clara: $1.9 m San Francisco: $1.9 m Marin: $1.65 m Orange: $1.45 m Santa Cruz: $1.37 m Santa Barbara: $1.33 m Alameda: $1.3 m San Diego: $1.1 m Los Angeles: $950,000 - Ca Assn of Realtors

New: Apple shows its new iPhone 18 .. Updates Siri AI, camera, chip, battery life, etc Starts at $1199 for Pro. ProMax starts at $1299. Available Sept 18th #AppleEvent

Aaaand Apple has changed Lake Ontario to Lake America on Apple Maps.

#New: President Trump just signed an executive order that he said will “immediately” change the name of Lake Ontario to “Lake America.”

Meta has been fined close to $17 billion as part of the social media trial settlement. The company stock value, rallying a bit after the verdict is, as of right now, up by $17 billion. $META

Dolly Parton is understandably hugely famous for amazing songs. She also, among other things, mailed more than 270 million free books to children under five. And donated $1 million to infectious disease research, contributing to early COVID-19 vaccine development.

Remember the San Francisco store run entirely by AI? The AI says it just fired a human employee.

Meta’s lawyer, in his opening statement, used the phrase “it’s complicated,” and I’m reminded of the Facebook relationship status. $META

#New: Millennials owning homes in: Los Angeles: 30% San Jose: 34% San Francisco: 38% New York: 36% Miami: 44% US: 52% Source: RentCafe

#New: 19 percent of California households can afford to buy a median-priced home in the state. A minimum annual income of $228,400 is needed to make monthly payments on that home. Source: CA Assn of Realtors

Surfing dogs!!! (Dog surfing championships in Pacifica)

#Update: Remember the humanoid robot that flew out of the Bay Area after meeting passengers? Today United Airlines and Delta Airlines banned humanoid robots on aircraft, and in checked luggage. Southwest had banned the ‘bots after this guy flew:

Everyone who bought and held SpaceX stock since IPO day has now lost money.

Here’s how to opt out of Meta’s new AI image model in 30 seconds: 1 Open your Instagram profile and tap the three lines in the right corner. 2 Tap on Sharing and reuse. 3 Go to Allow people to use your content with AI features on Meta, and toggle OFF for both Posts and Reels.

Budweiser introduced its BUD MAN character in 1969, and my family collected posters & stickers & steins & salt shakers throughout the '70s because, c'mon, the name. A highlight: a 1976 set of bicentennial stickers, with Bud Man in a series of iconic Revolutionary War scenes. America!

So sorry to hear about Om Malik's passing. He was one of the very early, and influential, tech reporters. I was fortunate to have had the chance to know him in person. A big loss to Silicon Valley, and to the tech community.

If you're in the Bay Area, my sister and brother in law are fostering these tiny kittens and they need an adopter - is it you?! Info here (they are bonded and should be adopted as a pair): www.svpetproject.org/availablecat... www.svpetproject.org/availablecat...

Good morning from Apple HQ. #WWDC  soon to get underway. Expecting a big send off for Tim Cook as CEO. Keep it here for updates. $AAPL

#Update: SF couple (with small child) got a notice on their door, telling them rent at their two-bedroom unit in the Richmond District would be going up from about $3,000 to $7,000 a month in September. An SF supervisor reached out to an attorney, who says he’s now helping.