Raunaq's World

Wednesday, May 28, 2026

SF Events -- What to Do This Month

SOMA Nights Block Party -- Tonight

Free night market on Folsom St (6th-12th), 5-9 PM

Monthly street party in your neighborhood. Food vendors, pop-up shops, art, live music. Free entry on Folsom between 6th and 12th. Every 4th Thursday through September.

Tonight

Downtown First Thursdays feat. Janelle Monae

Free DJ set + 175 vendors on 2nd Street -- Thu Jun 4

The monthly block party brings 175+ vendors, performers, and activities. Janelle Monae plays a free DJ set at 7 PM. Thousands of people, zero cover charge.

Don't Miss

Stern Grove Festival Starts June 14 -- Free

Japanese Breakfast (Jun 28), Bomba Estereo (Jun 21), Al Green later this summer

89th season of America's longest-running free outdoor concert series. RSVP opens 12 days before each show at sterngrove.org.

Free Concert Series

Investments -- Market Snapshot

All Three Indexes Hit Records on the Same Day

Dow, S&P 500, Nasdaq all close at all-time highs -- first time since Jan 12

May 27 was a triple-record day. Oil dropped 5.5% on Iran deal framework hopes (WTI $88.68, Brent $94.29). If the Iran deal materializes, the energy premium in tech multiples compresses further -- bullish for growth stocks.

Market

Semi Watchlist Prices

NVDA $214.25 | ASML $1,606 | TSM $424.86 | AVGO $426.58

All four semi names holding near recent highs. MRVL beat and guided up (Q1 revenue $2.42B, +28% YoY, raised FY2028 target to $16.5B). CRWV remains a stay-away -- CEO sold $19.7M on May 19, DA Davidson downgraded to Neutral PT $100.

Watchlist

Anthropic at $965B -- Bigger Than OpenAI

$65B raised, Q2 revenue doubling to $10.9B, first-ever operating profit ($559M)

This changes the math on the IC7 opportunity. Anthropic isn't a cash-burning startup anymore -- it's a profitable near-trillion-dollar company. Claude Code revenue is a significant growth driver.

Personal

Manchester United -- Transfer Window Heats Up

Ederson Is Basically Done

GBP 38M from Atalanta, personal terms agreed

First signing under Carrick. Box-to-box midfielder, GBP 35M upfront. Meanwhile, United are ready to pay near GBP 90M for Newcastle's Tonali -- even with Ederson incoming. Five signings planned: two midfielders, left-back, backup striker, No. 2 keeper.

Transfer

Bruno Fernandes: Officially the GOAT Season

21 assists (all-time PL record), PL POTS, FWA, contract extended through 2028

United finished 3rd with 71 points, UCL secured. Bruno's 21 assists surpassed Henry (02-03) and KDB (19-20). Mainoo locked through 2031. Casemiro departing as his contract expires.

Season Wrap

Startups -- The Numbers Are Getting Absurd

Q1 2026: $300B in Venture Funding, 81% to AI

All-time record, 150% YoY increase

Decart raised $300M at $4B for real-time AI world models (NVIDIA/Adobe/Amazon investors). OpenRouter raised $113M for inference routing. Catena Labs raised $30M for regulated banking for AI agents. Groq pivoting from chips to inference, raising $650M.

Funding

Robotics -- Real Deployments, Not Demos

Figure AI Robots Ran 200 Hours Straight

8-hour test turned into a week of continuous autonomous operation

Three Helix-02 robots sorted packages for 200+ hours with zero human intervention. EngineAI now produces 10K humanoids/year (one every 15 minutes, $200M Series B). Meta acquired ARI for embodied AI. China registered 28,000+ robots under new digital ID system.

Milestone

Music -- This Week's Drops

Ariana Grande: 'hate that i made you love me' (May 29)

Lead single from 'Petal' (July 31), produced by Ilya & Max Martin

Also dropping May 29: Labrinth's COSMIC OPERA ACT II. Charli XCX released 'SS26' -- a tongue-in-cheek fashion industry riff. Kylie Minogue's 'Light Up' debuted strong at 15.2M Spotify listeners. A$AP Rocky at Chase Center June 25, Bob Dylan at The Greek June 13-14.

New Music