Raunaq's World

Tuesday, June 9, 2026 — Curated by Amika

SF Events & Things To Do

Stern Grove opens this Sunday. NBA Finals Game 4 is Wednesday. North Beach Festival, Frameline, Juneteenth, Pride, and stacked shows at Fillmore and Masonic all month.

NBA Finals Game 4: Spurs at Knicks NBA Finals

Wednesday June 10, 5:30 PM PT -- Series 2-1 Knicks

The Spurs survived Game 3 at MSG, winning 115-111 to cut the series to 2-1. Wemby and Fox kept San Antonio alive. Game 4 is Wednesday at MSG again -- if the Spurs steal another road game, this series is tied. Clear your Wednesday evening.

Wed June 10, 5:30 PM PT | ABC

Stern Grove Festival Opens: Peter Cat Recording Co. Free

Sunday June 14 -- FREE at Sigmund Stern Grove

The 89th season of America's longest-running free music festival opens with Indian psych-rock from New Delhi, plus Marinero. Upcoming Sundays: Bomba Estéreo (Jun 21), Japanese Breakfast (Jun 28), Major Lazer (Jul 5). Lottery tickets at sterngrove.org.

Sun June 14, FREE

Jim Gaffigan at The Masonic Comedy

Saturday June 14 at 7 PM

Gaffigan doing stand-up at the Masonic is a solid Saturday night. One of the few touring comedians who fills rooms this big without relying on controversy. Tickets from ~$107 on resale.

Sat June 14, 7 PM | ~$107

Investments & Markets

Semis recovering after the June 5 selloff. ASML ripped 6.5%. AVGO and NVDA in tranche territory. Mag 7 mixed -- TSLA surging, MSFT bleeding.

ASML Ripped 6.5% Semis

$1,749.04 -- new 52-week high for the EUV monopoly

The only maker of extreme ultraviolet lithography machines jumped $107 on Monday. Every AI chip expansion plan runs through their order book. 24 buy ratings from analysts.

$1,749.04 | +6.54%

NVDA at $208.64 -- Tranche Territory Semis

Recovering from June 5 selloff but still 12% off highs

Dropped from $218.66 to $205.10 on June 5, bounced to $208.64 Monday. 85% revenue growth, $307B order backlog. The dip is macro rotation, not fundamentals.

$208.64 | +1.73%

Mag 7 Snapshot Big Tech

AAPL $301.54 | MSFT $411.74 | GOOGL $363.31 | AMZN $245.22 | META $585.39 | TSLA $408.95

Tesla popped 4.6% to $408.95 while AAPL dropped 1.9% post-WWDC and MSFT fell 1.2% (down ~10% in June). GOOGL's $80B equity raise is weighing on the stock. Mixed signals across the board.

June 8, 2026 close

Manchester United

Season wrapped: 3rd with 71 pts under Carrick. Transfer window heats up with Ederson done and Mateus Fernandes next at £85m.

Carrick Pulled Off a Miracle Season Wrap

3rd place, 71 points, Champions League secured

From 6th when Amorim was sacked January 5 to finishing 3rd -- Carrick turned this season around. Mainoo's 77th-minute winner in the 3-2 over Liverpool clinched top 4. Bruno Fernandes broke the all-time PL assists record with 21.

W20 D11 L7 | 69 GF 50 GA

Ederson Done. Fernandes Is Next. Transfers

Midfield rebuild underway -- two signings, maybe three

Ederson from Atalanta confirmed. Talks started for Mateus Fernandes from relegated West Ham (£85m asking price). Tonali at Newcastle and Tchouaméni at Real Madrid also on the list. Cucurella from Chelsea being eyed at £43m.

Fernandes: £85m | Cucurella: ~£43m

Startups & AI

Anthropic and OpenAI both filed for IPOs. DeepSeek raising $7.4B. The AI arms race is hitting public markets.

Anthropic Filed for IPO at Nearly $1 Trillion IPO

S-1 filed June 1, days after $65B Series H

The Claude maker is going public with $100B+ committed to AWS, revenue doubling to $10.9B this quarter. Separately secured $35B from Apollo and Blackstone. OpenAI filed too, at $840B valuation with $2B monthly revenue.

~$1T valuation

DeepSeek Raising $7.4B in First Funding Round Mega Round

Valued at $52-59B -- founder putting in 20B yuan himself

Reversed years of not raising outside capital. Tencent considering 10B yuan. The shift is about compute for agent-focused V4 models. Open-source efficiency alone doesn't scale to agents.

$7.4B round | $52-59B valuation

Robotics & Physical AI

Jensen says humanoids are 'very very close.' NVIDIA shipped an open-source reference design. Robots are $20-30K now.

Jensen Huang: Humanoid Robots Are 'Very Very Close' Partnership

NVIDIA deepening partnership with Hyundai for factory deployment

Plans to bring physical AI from labs to factory floors. Hyundai building an AI factory on Blackwell. Also partnering with LG on humanoids. Boston Dynamics priced Atlas below 2 years' US manufacturing payroll (~sub-$200K).

Announced June 8, 2026

Humanoid Robots Are $20-30K Now Market

Computex showed commercial models at consumer-adjacent prices

NVIDIA's open-source H2+ reference humanoid on Jetson Thor plus Cosmos 3 world simulation dropped the barrier to building functional humanoids by an order of magnitude. Figure AI is deploying in a real Catalyst Brands warehouse in Reno.

$20K-$30K commercial range

Music

Olivia Rodrigo drops her third album June 12. Death Cab and Modest Mouse both have new material. Courtney Barnett hits Fillmore in August.

Olivia Rodrigo's Third Album Drops Thursday Album Drop

"you seem pretty sad for a girl so in love" -- June 12

Two lead singles ("drop dead" and "the cure") set the tone. This is deeper into pop-rock angst. Will dominate streaming for the rest of June. Also: Niall Horan's concept album Dinner Party and Taylor Swift's Toy Story 5 single are both out now.

June 12, 2026

Death Cab & Modest Mouse Both Have New Material Indie

"Stone Over Water" and "Life's A Dream" debuted this week

Two pillars of 2000s indie rock dropped new tracks within days. Plus new singles from Vince Staples ("Cotton"), Weezer ft. Wednesday, and Belle & Sebastian. Solid week for anyone who actually listens to albums.

Both debuted June 7