Raunaq's World
Thursday, June 4, 2026 -- Daily Briefing
AVGO beat every metric and still dropped 6% after hours. Knicks stole Game 1 in San Antonio. Anthropic filed for an IPO. Ariana Grande opens her tour in Oakland Saturday. And NVIDIA just open-sourced the blueprint for humanoid robots. Here's what matters.
SF Events -- What's Happening This Week
Ariana Grande opens at Oakland, Stern Grove kicks off June 14, and the city is packed with shows
NBA Finals: Knicks Steal Game 1 on the Road
Brunson drops 30 through injury, Wemby shoots 6-for-21
Knicks erased a 14-point third-quarter deficit and closed on an 11-0 run to win 105-95. Brunson got hit in the knee in Q1, came back, and took over. Wemby had 26 but forced too many threes. Game 2 is Friday. Series shifts to MSG next week.
Knicks 105 - Spurs 95 | G2 Fri Jun 6
Ariana Grande -- Eternal Sunshine Tour Opens at Oakland Arena
Three Bay Area dates: June 6, 9, and 10
Her first headlining tour since 2019 supporting Eternal Sunshine and the new album Petal. 41 shows through September. The biggest concert event in the Bay this month.
Jun 6, 9, 10 | Oakland Arena
Thursday June 5 Triple-Header
Kid LAROI at The Masonic, Alesso at Bill Graham, Human League + Soft Cell at The Warfield
Three major shows on one night. Pick your vibe: pop-rap, Swedish house, or 80s synth legends. All excellent venues.
Thu Jun 5 | Multiple venues
Stern Grove Festival Opens June 14
Peter Cat Recording Co. kicks it off, with Japanese Breakfast, Major Lazer, Patti LaBelle, and Al Green to come
SF's best free concert series. Lottery system for tickets --
sign up now for the shows you want.
Bluegrass Fest + Rose in the Park -- Saturday June 6
Free bluegrass at Salesforce Park (SoMa) + Rose in the Park at Huntington Park (Nob Hill)
Two free Saturday options. Walk to Salesforce Park for bluegrass or head to Nob Hill for the annual garden event. Both free.
Sat Jun 6 | FREE
Investments -- Markets Close June 3
AVGO beat-and-raise but trades down 6% after hours; broad Mag 7 weakness
AVGO Earnings: Record Quarter, Stock Down 6% After Hours
$22.2B revenue (+48% YoY), AI semis $10.8B (+143%), Q3 guide $29.4B
Broadcom crushed every metric. Named customers: Google, Anthropic, OpenAI, Meta. AI bookings exceed $30B with visibility into 2028. But the stock hit ATH $495 intraday and sold off to ~$448 after hours. FY2027 AI semi target: >$100B. Classic sell-the-news -- the post-earnings dip may be the entry point you've been waiting for.
Close $479.23 | AH ~$448 | EPS $2.44 (beat)
Mag 7 + Semis Scorecard
MSFT -3.2%, NVDA -3.6%, CRWV -7.0%, META +3.3%
NVDA $214.75 | AVGO $479.23 | TSM $436.69 | ASML $1,726 (+1.2%) | CRWV $110.93 | AAPL $310.26 | MSFT $427.34 | GOOGL $359.00 | AMZN $250.02 | META $617.21 | TSLA $423.70. MSFT hit on Trump AI exec order + Nadella insider sale. GOOGL digesting $80B equity offering. Cerebras -9.1% to $215.
June 3 close prices
SpaceX IPO: June 12 at $1.75T
$135/share, $75B raise, only 4.3% float -- index funds will scramble
Roadshow starts this week. Largest US IPO ever. Musk locked up for 366 days. Between SpaceX, Anthropic's filing, and GOOGL's $80B offering, ~$280B in new equity hits markets this month.
SPCX | NASDAQ | June 12
Startups
Anthropic files for IPO, AI funding hits 79% of all venture capital
Anthropic Files Confidentially for IPO
$965B valuation, $47B revenue run-rate, beats OpenAI to the SEC
The first frontier AI lab to formally pursue a public listing. Revenue has been growing at breakneck speed -- first profitable quarter in Q2. Listing unlikely before fall, but the signal is clear: the AI public market era has arrived.
$965B valuation
Sekai Raises $26M for AI Mini-App Platform
15M apps built, 200K new ones daily, Khosla + Connect lead
Prompt-to-app in seconds. Founder's previous companies were acquired by Apple and TikTok. Direct competitor territory for html-docs on the consumer creation side.
$26M | Series A
Robotics
NVIDIA open-sources a humanoid reference design, Atlas plays football at the World Cup
NVIDIA Isaac GR00T Reference Humanoid Robot
Open design: Unitree H2 Plus + Sharpa hands + Jetson Thor + Isaac GR00T software
Announced at GTC Taipei. Stanford, ETH Zurich, UC San Diego, and Ai2 already signed up. Jensen's pitch: this is the Windows for humanoid robots. The platform play for physical AI is real.
GTC Taipei | June 1
Atlas Does a Ghost Rabona at the FIFA World Cup
No CGI -- learned from pro footballer motion data via reinforcement learning
Boston Dynamics is pricing Atlas below 2 years of US manufacturing payroll. Pilot line producing up to 1,000 units. Hyundai plans deployment at Georgia factory by 2028 with tens of thousands across affiliates by 2030.
FIFA World Cup 2026
Manchester United
Carrick's rebuild: 3rd place, CL secured, Ederson in, Hojlund out, Leao targeted
Ederson Signed, Hojlund Sold, Leao Targeted
Atalanta midfielder in (~35M pounds), Danish striker out to Napoli (~38M pounds)
Carrick's first signing replaces Casemiro in the pivot. United have also contacted Rafael Leao's camp (AC Milan winger, 145 G+A in 291 apps). Tonali reportedly wants Old Trafford. Transfer-listed: Mount, Onana, Zirkzee. The squad overhaul is on.
3rd place | 71 pts | CL secured
Music
June 5 is stacked, Olivia Rodrigo drops June 12, Muse and The Strokes return June 26
June Release Calendar: Packed
Olivia Rodrigo, Muse, The Strokes, Lizzo, Niall Horan, Evanescence, Vince Staples
June 5: Lizzo 'BITCH', Niall Horan 'Dinner Party', Evanescence 'Sanctuary', Vince Staples 'Cry Baby'. June 12: Olivia Rodrigo 'You Seem Pretty Sad For a Girl So in Love'. June 26: Muse 'The Wow! Signal', The Strokes 'Reality Awaits'. Strong month.
Jun 5, 12, 26