Raunaq's World

Tuesday, June 3, 2026

SF Events

NBA Finals Game 1: Spurs vs Knicks
Tonight, Wed Jun 3 · 5:30 PM PT · ABC
Wemby and the Spurs open the Finals at home against the Knicks. First Finals appearance for San Antonio since 2014. Wemby was named WCF MVP after the Game 7 closeout.
Friday Night Triple-Header
Fri Jun 5 · Multiple Venues
The Kid LAROI at The Masonic, Alesso at Bill Graham Civic Auditorium, and Human League + Soft Cell at The Warfield -- three solid options for Friday night.
Coming Up
Jun 6 – Jun 28
Ariana Grande at Oakland Arena (Jun 6/9/10). FIFA Club World Cup at Levi's Stadium starts Jun 13. Stern Grove Festival opens Jun 14 (free). SF Pride Jun 27-28.

Investments

AVGO Earnings Today After Close
Catalyst $481.57 · +4.7% pre-report
Broadcom reports Q2 FY2026 after the bell. Street expects $2.40 EPS on $22.1B revenue. Stock is at all-time highs. This is the last major semi earnings of the cycle -- the reaction sets the tone for the sector into summer.
MRVL +33% on Teralynx T100
Semi Single-day breakout
Marvell surged on the Teralynx T100 launch -- Jensen's "next trillion" Computex endorsement gave it escape velocity. CRWV +14% on Vera Rubin NVL72 partnership and Russell 3000 inclusion.
Macro Watch
Macro S&P 7,610 · Oil ~$95
GOOGL -3.9% after announcing $80B equity raise (Berkshire taking $10B). META under pressure on $125-145B AI capex guidance. NFP Friday is the week's macro binary event. Oil elevated on US-Iran tensions.

Manchester United

Season Wrapped: 3rd Place, 71 Points
P38 W20 D11 L7 · Carrick's first full season
Michael Carrick's United finished 3rd with 71 points. Bruno Fernandes won PL Player of the Season with 21 assists. Solid foundation -- the gap to Arsenal (1st) and Liverpool (2nd) is the summer's project.
Transfer Window: Ederson Done, Mateta Next
Transfers
Ederson (Atalanta midfielder) is confirmed at £39M. Jean-Philippe Mateta from Crystal Palace is the next target. 12 United players heading to the World Cup -- a deep squad getting deeper.

Music

June 5 Album Drops
Thursday releases
Lizzo drops "Bitch," Evanescence returns with "Sanctuary," plus new albums from Death Cab for Cutie and Modest Mouse. Taylor Swift releases the Toy Story 5 single the same day.
The Strokes — "Reality Awaits"
Jun 26
New Strokes album lands June 26. End-of-month highlight if nothing else grabs the calendar first.

Startups

Anthropic Files for IPO
IPO $965B valuation · $47B ARR
Anthropic filed S-1 at a $965B valuation, surpassing OpenAI ($852B). Hit first operating profit in Q2 -- $559M. Revenue run-rate tracking $47-50B annually. The AI infrastructure buildout is generating real cash flow.
SpaceX Roadshow Jun 8
IPO $1.7-2T valuation target
SpaceX begins its IPO roadshow June 8, targeting a $1.7-2T valuation. The two biggest private-to-public transitions in tech history happening in the same month.
Tripo AI — $200M Series A
Funding
3D AI generation startup Tripo raised $200M at a combined Series A+/A++ round. Generative 3D is attracting real capital now.

Robotics

OpenAI Launches Robotics Division
May 31, 2026
OpenAI officially re-entered robotics with a dedicated division. The timing -- days after NVIDIA's Computex keynote on physical AI -- signals robotics is the next frontier for foundation model companies.
Tesla Retools Fremont for Optimus
Hardware
Tesla ended Model S and Model X production at Fremont to retool the line for Optimus humanoid robot manufacturing. Meanwhile, NVIDIA partnered with Unitree (not Tesla) for humanoid development -- a notable snub.