Raunaq's World

Monday, June 1, 2026 -- Weekly Briefing

SF Events

NBA Finals Game 1: Spurs vs Knicks
Wednesday June 3 -- Wemby vs Jalen Brunson
Wemby won WCF MVP after the Spurs beat OKC 111-103 in Game 7. San Antonio hasn't been in the Finals since 2014. Must-watch basketball.
Wed June 3 NBA Finals
The Human League + Soft Cell + Alison Moyet
Friday June 5 -- The Warfield
Three synth-pop legends on one bill. "Don't You Want Me," "Tainted Love," "Only You." This is a once-in-a-decade lineup. The kind of show you regret skipping.
Fri June 5 Concert
SF Old Time & Bluegrass Festival
Saturday June 6 -- Salesforce Park -- FREE
Free daylong festival 70 feet above the city on the Salesforce Transit Center rooftop. 11 acts, 2 stages, 11:15am-6pm. Pack a picnic blanket. It's become a signature Pride Month kickoff.
Sat June 6 Festival

Investments

Broadcom Earnings Wednesday -- Last Semi Giant to Report
AVGO $446.77 (+4.7%) -- All-time high -- $2.12T market cap
Q1 AI business more than doubled. Q2 guided at $22B vs $20.4B consensus. New partnerships with FuriosaAI and Samsung. This is the last big semi earnings and could set the tone for the rotation.
Wed June 3 after close Earnings
MSFT Surged +5.4% on Friday
$450.24 -- Build conference + Nvidia-powered Surface PCs this week
Microsoft is unveiling Nvidia-powered Surface PCs at Build and debuting AI agent software for local Windows computing. Still 19% off the 52w high of $555, but this looks like a momentum shift.
$450.24 Mag 7
Jobs Report Friday -- Binary Macro Event
May nonfarm payrolls expected +95K -- Unemployment 4.3%
First major data point under new Fed Chair Kevin Warsh. If hot, rate cuts get pushed out. If soft, semis and growth get a tailwind. Payrolls posted back-to-back gains for the first time since last May.
Fri June 5 Macro

Robotics & Physical AI

Jensen Unveiled RTX Spark: Nvidia's First PC Chip
30 laptop models, 10 desktops -- Dell, Lenovo, Microsoft, HP, Asus, MSI
ARM-based, 20 CPU cores, RTX 5070-class GPU, unified LPDDR5X memory for running 100B+ parameter LLMs locally. Nvidia entering consumer PCs for the first time in over a decade. Vera CPU also announced -- early adopters include OpenAI, Anthropic, SpaceX.
Computex June 1 Nvidia
Hyundai: 25,000 Atlas Robots in Factories from 2028
30,000 annual production capacity planned
Boston Dynamics' Atlas robots in Hyundai and Kia plants. Kia Georgia plant targeted 2029. Largest confirmed humanoid deployment plan from any automaker.
2028 deployment Deployment

Startups & VC

Anthropic: $965B Valuation, Surpassing OpenAI
$65B Series H -- First operating profit ever
Revenue run-rate crossed $47B. Q2 revenue $10.9B (doubling QoQ). Samsung, Micron, SK Hynix joined as strategic investors. Fastest valuation growth in VC history. IPO preparations underway alongside OpenAI and SpaceX.
$965B -- May 2026 Mega Round
VC Is Abandoning Software for Hardware
WSJ: Physical world bets replacing SaaS deals
Paradigm (crypto fund) backed SendCutSend for robot/data center parts. Eclipse Capital portfolio raised $14B in 2026 including Cerebras IPO. Bezos launched Project Prometheus. Kalanick launched Atoms. "Traditional software isn't interesting anymore."
Trend -- May 2026 VC Shift

Manchester United

Season Wrapped: 3rd Place, CL Secured
38 played -- 20W 11D 7L -- 71 points
Carrick turned it around from the wreckage Amorim left. Bruno Fernandes won PL Player of the Season with a record 21 assists. 3-0 win at Brighton on the final day. No trophies, but playing the best football since Sir Alex.
Season 2025/26 Season Review
Ederson Deal Closing at ~£35M
Atalanta midfielder -- Personal terms agreed, 5-year deal
Romano says it's done barring something crazy. Atalanta's new management (Giuntoli as SD, Sarri as manager) created a brief delay. United also targeting a left-winger -- Leao from AC Milan has admitted it's "time to try another challenge."
Transfer -- Advanced talks Transfers

Music

Olivia Rodrigo Album Drops June 12
You Seem Pretty Sad for a Girl So in Love
"The Cure" debuted at No. 1 globally with 7.2M Spotify streams. "drop dead" is still climbing. Spotify named both as Songs of Summer predictions. Death Cab for Cutie and Evanescence both drop June 5.
June 12 New Release