Raunaq's World

Tonight, 5:30 PM PT. The Knicks stole home court in Game 1 (105-95), with Brunson dropping 30 and Wemby going an ugly 6-21. San Antonio needs a massive response at home. If Wemby doesn't wake up, this series could get short fast. Tonight

Three strong shows running simultaneously: The Kid LAROI at the Masonic (pop/hip-hop, touring The First Born), Alesso at Bill Graham (EDM, festival-scale production), and Human League + Soft Cell at the Warfield (synthpop double bill -- this one won't tour forever). All doors around 7-8 PM. Tonight

Ariana Grande opens a 3-night run at Oakland Arena tomorrow (Jun 6, 9, 10). Damon Wayans Jr. at Cobb's Comedy Club Fri-Sat. Then the big one: WWDC kicks off Monday June 8 at 10 AM PT -- expect iOS 20, macOS 17, and the next wave of Apple Intelligence. Jim Gaffigan at the Masonic June 13-14 if you need to laugh. This Week

Broadcom closed at $418.91 (-12.59%) after Tuesday's post-earnings bloodbath. The quarter was clean -- revenue $22.2B (+48% YoY), AI semis $10.8B (+143%), Q3 guide $29.4B above consensus. But the Street wanted a raise on the $100B FY2027 AI revenue target and didn't get one. Classic case of sky-high expectations punishing a beat. The valuation reset may be overdone if they deliver on the existing target. Watch

NVDA $218.66 (+1.82%) holding strong above $215 support. GOOGL $372.19 (+3.68%) bouncing back after Tuesday's sell-off. TSM $444.92, ASML $1,757.47. CRWV $108.03 (-2.6%). AAPL is the swing name heading into WWDC Monday -- BofA raised their PT to $380. A strong Apple Intelligence refresh could send it. This Week

Ticker SPCX, raising $75B at a $1.75T valuation. Roadshow starts today. This is the largest tech IPO in history by a wide margin -- bigger than Saudi Aramco's secondary. Public markets finally get a piece of Starlink + launch. The question is whether retail gets meaningful allocation or this is an institutional lock-up. This Week

Finished on 71 points, 2.29 PPG under Carrick since he took over. Champions League football is back. Carrick signed a permanent two-year deal through 2028 -- the right call given the trajectory. Done

Ederson deal done from Atalanta for ~£38M -- immediate upgrade in midfield. Next targets: Mateus Fernandes (Sporting, asking £80M -- United offering closer to £45M + add-ons), Lewis Hall (Newcastle, ~£50M), and 17-year-old Orozco set to arrive July 13. Hojlund heading out to Napoli for £38M. Carrick is clearly building for a deeper CL run, not just top-four survival. Watch

Last valued at $965B, Anthropic has filed a confidential S-1. The AI foundation-model IPO wave is real -- Anthropic following OpenAI's shift toward capped-profit structures. This one matters for the whole AI ecosystem's valuation framework.

Largest equity raise by a public tech company. The capital is earmarked for AI infrastructure -- data centers, custom silicon, and cloud capacity. Google is betting that the capex arms race has years left to run.

Eclipse Ventures crossed $14B deployed in 2026, almost entirely in hard-tech and defense. Sekai raised $26M for geo-intelligence, Wordsmith AI pulled in $70M for enterprise writing tools. The VC appetite has clearly rotated from pure software to infrastructure, defense, and applied AI.

Figure signed its first major commercial deployment deal with Catalyst Brands (JCPenney's parent company) for warehouse and fulfillment work. Separately, BMW is integrating Figure 02 across 30K cars on the production line. The humanoid-robot-in-real-workplaces moment is arriving faster than most predicted.

XPENG announced mass production of its IRON humanoid by end of year. Meanwhile, Japan Airlines kicked off a 3-year humanoid trial at Haneda Airport for passenger assistance and logistics. Asia is moving aggressively on commercial humanoid deployment while US focuses on manufacturing.

microAGI is doing a clever data-for-cleaning swap (give us your floor plans, we'll clean for free). RoboStrategy (ticker BOT) listed on Nasdaq as a pure-play robotics ETF. NVIDIA's sim-to-real pipeline is closing the gap between training in simulation and deploying in the physical world. The full robotics value chain -- hardware, simulation, deployment, financing -- is crystallizing.

Taylor Swift released a new single tied to Toy Story 5 -- expect it to dominate streaming charts regardless of quality. Niall Horan dropped Dinner Party, a full album. Steve Lacy has a new single out. The bigger releases land later this month: Olivia Rodrigo's new album June 12, and both The Strokes and Muse drop albums June 26. This Week