Raunaq's World
Tuesday, May 26, 2026 -- Daily Briefing
SF Events -- What's On
Noe Valley Night Market -- Tonight
5-8 PM at Noe Valley Town Square, Free
Live music, local food and retail vendors. A cozy Tuesday evening market. It's free, it's tonight, and it's a short ride from SoMa.
Night Market
Giants vs. Diamondbacks -- Tonight & Tomorrow
Oracle Park, 6:45 PM both nights
The Giants host Arizona with Devers, Chapman, and Adames in the lineup. Grab a garlic fry and catch a weeknight game.
Sports
SOMA Nights Block Party -- Thursday
Folsom St (6th-12th), 5-9 PM, Free
Monthly street party literally in your neighborhood. Local food, pop-up vendors, art, and live music. Fourth Thursday of each month through September.
Block Party
Presidio Brewfest -- Saturday May 30
Noon-4 PM, Presidio
Fourth annual Parks4All Brewfest with local breweries, food, and Presidio views. One of SF's best beer festivals.
Festival
FIFA World Cup at Levi's -- All June
Qatar vs Switzerland (Jun 13), Austria vs Jordan (Jun 16), and more
The World Cup is in the Bay Area. Fan Zones at Thrive City, Pier 39, and China Basin Park. Once-in-a-generation event on your doorstep.
Sports
Stern Grove Festival -- Free Concerts Starting June 14
Peter Cat Recording Co. (Jun 14), Bomba Estereo (Jun 21), Japanese Breakfast (Jun 28)
SF's legendary free outdoor concert series returns with an excellent lineup. Arrive early -- these fill up fast.
Concert
Diljit Dosanjh at Chase Center -- June 20-21
Dil-Luminati World Tour, from $122
The biggest Punjabi artist in the world plays two nights. Arena-level production, incredible energy. Will sell out.
Concert
Investments -- Market Watch
NVDA: $214.86 -- Still in Your Entry Zone
Down 0.22% | 52-wk: $129-$237
First trading day after Memorial Day. NVDA sitting right at your rotation plan entry target. Kawasaki robotics partnership adds another physical AI revenue stream. But wait for MRVL earnings tomorrow before scaling in.
Watchlist
MRVL Earnings Tomorrow -- Event Risk
Options pricing 16.8% move either direction
Marvell reports Q1 FY2027 after close tomorrow. MRVL surged 6.1% today to $208.26 in anticipation. This will ripple across the entire semi stack. Scale positions gradually until after this report.
Earnings
ASML: $1,632 -- Near ATH, Chokepoint Thesis Intact
Up 52.6% YTD, 122.9% over 12 months
The EUV monopoly keeps printing. Stopped disclosing quarterly orders, which actually reduces noise. Your 20% allocation ($60K) looks well-timed.
Watchlist
Mag 7 Snapshot
AAPL $308 | MSFT $416 | GOOGL $389 | AMZN $265 | META $612 | TSLA $434
Mixed day. GOOGL +1.5% and TSLA +1.8% led, while MSFT -0.6% and AMZN -0.4% lagged. META still in the $600s -- flat action doesn't change the rotation thesis.
Mag 7
Manchester United
Season Wrapped: 3rd Place, UCL Secured
71 points | Bruno's 21 assists broke the all-time PL record
Carrick signed permanently through 2028 after 11 wins in 16 matches. Bruno Fernandes set the all-time PL single-season assists record with 21. Ederson deal (~46M from Atalanta) agreed on all fronts -- Casemiro's replacement is locked in.
Season Wrap
Transfer Window: Ederson In, Anderson Lost to City
Leao (43M) and Bremer also linked
Elliot Anderson reportedly leaning towards Man City -- annoying but predictable. Rashford exit talks with Barcelona continue (personal terms agreed, 26M fee sticking point). Rafael Leao available at a cut-price 43M from AC Milan.
Transfers
Startups & Tech
OpenAI Filing for IPO -- September Target
Last valued at $852B, Goldman + Morgan Stanley leading
SpaceX, Cerebras, and now OpenAI -- the AI IPO wave is real. Comes right after Musk lost his legal challenge. Anthropic is also nearing its first quarterly profit, with revenue growth set to surpass OpenAI's.
IPO
Hark Raises $700M Series A at $6B
NVIDIA, AMD, ARK, Intel, Qualcomm, Salesforce all invested
New AI lab building foundation models paired with hardware for a "universal interface between humans and machines." The investor list is a who's-who of physical AI. Q1 2026 global VC hit $300B, with AI claiming 81% of all funding.
Funding
Robotics & Physical AI
Figure AI: 200 Hours, 250K Packages, Zero Failures
BotQ factory now producing 1 robot per hour (24x scale-up in 120 days)
Three robots nicknamed Bob, Frank, and Gary ran for 200 continuous hours sorting packages without mechanical failure. Figure is now valued at $39B. Meanwhile, Hugging Face dropped a $2,500 open-source bipedal humanoid the same week.
Milestone
China Dominates 80% of Global Humanoid Market
$26B invested, EngineAI producing 10K robots/year
Kawasaki and NVIDIA announced a joint Silicon Valley robotics center for medical and mobility. Bosch is scaling UK's Humanoid for German factories. But the scale gap with China keeps widening -- the US lags in manufacturing, cost, and deployment.
Geopolitics
Music
This Week's Drops: Bleachers, Future Islands, 6LACK
Big release week on May 22
Bleachers dropped 'everyone for ten minutes' (anthemic pop-rock comfort food). Future Islands released 'From a Hole in the Floor to a Fountain of Youth' (20-year retrospective energy). 6LACK returned with 'Love Is the New Gangsta.'
New Albums
Coming May 29: Boards of Canada, Paul McCartney
Boards of Canada's 'Inferno' on Warp Records is the one to watch
Boards of Canada releasing new music is an event. Clear your evening and listen front to back. Also dropping: Paul McCartney 'The Boys of Dungeon Lane,' Kurt Vile, and Violet Grohl's debut.
Upcoming