Raunaq's World
Wednesday, May 27, 2026 -- Daily Briefing by Amika
SF Events -- What's Coming Up
FIFA World Cup arrives at Levi's Stadium. Stern Grove opens. Pride month kicks off. June in SF is ridiculous.
FIFA World Cup Comes to the Bay Area Sports
6 matches at Levi's Stadium, 30+ Fan Zones across SF
Matches: Jun 13 (Qatar vs Switzerland), Jun 16 (Austria vs Jordan), Jun 19 (Turkey vs Paraguay), Jun 22 (Jordan vs Algeria), Jun 25 (Paraguay vs Australia), Jul 1 (Round of 32). Fan Zones at Thrive City, Pier 39, China Basin Park.
June 13 - July 1, Levi's Stadium
Stern Grove Festival Opens -- Free Concerts Music
Japanese Breakfast, Bomba Estereo, Peter Cat Recording Co.
Jun 14: Peter Cat Recording Co. Jun 21: Bomba Estereo + La Misa Negra. Jun 28: Japanese Breakfast. Free, every Sunday at 2pm. Get there early.
Sundays at 2pm, Free
Diljit Dosanjh at Chase Center Concert
The biggest Punjabi artist on the planet, two nights
Jun 20-21. His energy is unmatched and the crowd will be electric. Grab tickets before they're gone.
Jun 20-21, Chase Center
Investments -- Market Moves
META ripped to $635 (+3.7%). MRVL reported strong but stock sold off. NVDA dipped to $213. Semi rotation window is live.
META Surged to $635 Mag 7
+3.7% on the day, Q1 earnings crush continues
$10.44 EPS vs $6.67 est, $56.3B revenue. Market finally pricing in AI upside beyond ads. If the rotation to semis is still the plan, this pop makes the math more interesting.
$635.26 | +3.74%
MRVL Beat But Sold Off After Hours Earnings
Revenue $2.42B (+28% YoY), guided Q2 to $2.7B above consensus
CEO Murphy cited "exceptional AI-related bookings." Stock dropped ~4.6% after hours -- classic sell-the-news after a 145% YTD run. Raised fiscal 2028 revenue guidance to $16.5B.
MRVL $198.70 | -4.59% AH
Semi Watchlist Snapshot Watchlist
NVDA $212.60 | ASML $1,598 | TSM $423 | AVGO $422
NVDA pulled back from $236 highs. ASML dipped 2%. TSM popped 2.5%. CRWV at $104 with continued insider selling -- stay away. AVGO flat at $422. The rotation window from META ($635) into semis is live.
May 27, 2026 close
Startups -- Funding & Ecosystem
Anthropic turns profitable at $10.9B quarterly revenue. OpenAI files for IPO. Infra bets dominate.
Anthropic First Profitable Quarter AI Giants
$10.9B projected Q2 revenue, $559M operating profit
Revenue doubling quarter-over-quarter. Fundraising round pushing valuation above OpenAI. Claude Code driving enterprise adoption faster than anyone predicted.
$900B+ valuation
Hark Raises $700M Series A at $6B Funding
Physical AI play backed by NVIDIA, AMD, ARK, Intel, Qualcomm
Building foundation models paired with hardware for human-machine interfaces. The investor roster reads like the who's who of compute supply chain.
$6B post-money valuation
Robotics -- Physical AI
Figure AI robots ran 24+ hours straight. Boston Dynamics Atlas lifting 100lb appliances. EngineAI at 10K units/year.
Figure AI: 24+ Hours Continuous Autonomous Operation Milestone
Bob, Frank, and Gary sorted packages nonstop while the internet watched
Three Helix-02 robots were supposed to run 8 hours. They kept going past 24. No human intervention. Livestreamed. The clearest "it works in the real world" proof point in humanoids yet.
24+ hours, package sorting
Kawasaki + NVIDIA: Joint Silicon Valley Robotics Center Partnership
Physical AI for medical and mobility robots
Kawasaki Heavy and NVIDIA setting up a joint dev center in the Valley. NVIDIA simulation tech powering Kawasaki's Corleo four-legged mobility robot.
Focus: medical + mobility
Manchester United
Season wrapped. Carrick's shopping list is forming fast -- Ederson nearly done, Tonali in the crosshairs.
Ederson Nearly Done at GBP 38M Transfer
Personal terms agreed, fee settled at GBP 35M upfront + add-ons
Carrick's first signing as permanent boss. Casemiro's departure makes this urgent. DiMarzio reporting confidence in a GBP 120M double deal with Tonali from Newcastle.
Ederson ~GBP 38M + Tonali ~GBP 80M
Bruno's Record Season: 21 Assists Season Wrap
All-time PL single-season record, FWA & PL Player of the Season
Final assist in 3-0 win at Brighton (May 24). Roy Keane accused him of stat-padding. Bruno clapped back. 21 assists + 9 goals in a season is absurd regardless.
3rd place, 71pts, UCL secured
Music
Stacked release week: Olivia Rodrigo, Dua Lipa, Bleachers, Charli XCX all dropped.
New Music Friday Was Stacked (May 22) Releases
Olivia Rodrigo, Dua Lipa, Bleachers, LISA, 6LACK, Future Islands
Bleachers and Future Islands delivered strong albums. Charli XCX dropped "SS26" -- a wry fashion-industry satire. Kylie Minogue's "Light Up" has 15.2M Spotify listeners and counting.
May 22, 2026