Raunaq's World

Sunday, May 31, 2026 -- Weekly Refresh

SF Events

Ariana Grande opens her tour at Oakland Arena, free bluegrass at Salesforce Park, North Beach Festival, and Pride

Ariana Grande -- Eternal Sunshine Tour Opening Night

Her first tour in 6+ years starts right here

Three Oakland Arena dates: June 6 (opening night), June 9, and June 10. This is the biggest pop event of the summer, and opening night energy at a tour this anticipated is going to be electric.

June 6, 9, 10 | Oakland Arena

The Human League + Soft Cell + Alison Moyet at The Warfield

Three synth-pop legends on one stage

If you have any affection for 80s electronic music, this is unmissable. 'Don't You Want Me', 'Tainted Love', and 'Only You' -- all in one venue on June 5.

June 5, 8 PM | The Warfield

SF Old Time & Bluegrass Festival -- FREE at Salesforce Park

All-day music festival 70 feet above Market Street

Bluegrass Pride's fourth annual festival. Two stages, nearly a dozen acts, food and drinks. The 5.4-acre rooftop park is one of SF's best-kept secrets. Bring a picnic blanket.

June 6, 11:15 AM - 6 PM | Free

North Beach Festival + Juneteenth + Stern Grove + Pride Parade

June is loaded with street festivals

Juneteenth on Fillmore Corridor (June 13). Stern Grove free Sunday concerts start June 14. North Beach Festival (June 20-21). Frameline LGBTQ Film Fest at the Castro (June 17-27). SF Pride Parade (June 28). This is the best month to be in San Francisco.

All month | Various venues | Mostly free

Investments

AVGO at ATH before Wednesday earnings, MSFT surges 5.4%, Jensen keynote tonight

Broadcom Earnings Wednesday June 3 -- Last Semi Giant to Report

AVGO closed at $446.77 (+4.73%), new all-time high of $448.90

Wall Street expects EPS of $2.39 (+51% YoY) on revenue of $22B (+47%). Analysts raising targets: Susquehanna $490, Wells Fargo $545, TD Cowen $500. This is the week's most important earnings event for the semi watchlist.

AVGO $446.77 | Earnings Wed Jun 3

Jensen Huang GTC Taipei Keynote Is Tonight (Sun 8 PM PT)

NVIDIA's N1X consumer PC chip -- first in over a decade

Reuters confirmed NVIDIA and Microsoft will debut Windows PCs using NVIDIA's N1X processor. 20 ARM cores + 6,144 CUDA cores, capable of running 100B+ LLMs locally. ASUS, Dell, Lenovo in the pipeline. Huge implications for TSMC capacity and the supply chain thesis.

Sun Jun 1, 8 PM PT | Computex

Mag 7 + Semi Watchlist Snapshot (May 29 Close)

MSFT +5.45% was the biggest move; S&P at 7,580

Prices as of May 29 close | S&P 7,580

Manchester United

Season wrapped at 3rd, Ederson deal nearly done, Carrick plotting a 3-signing midfield overhaul

3rd Place, 71 Points, Champions League Secured

Arsenal champions (85 pts), City second (78 pts), West Ham relegated

Season ended with a clinical 3-0 win at Brighton (Dorgu 33', Mbeumo 44', Fernandes 48'). 20 wins, 11 draws, 7 losses. Carrick's turnaround job earned its reward. Now the midfield rebuild begins.

W20 D11 L7 | GD +19

Ederson From Atalanta Is Basically Done -- £35-38m

Personal terms agreed, five-year deal, first signing under Carrick

Fee expected around €45m plus bonuses. Only delay: Atalanta hired new sporting director Giuntoli and manager Sarri, so new people are signing off. Ederson skipped the World Cup, meaning full pre-season availability. Tonali (~£100m from Newcastle) is next on the list as Casemiro's replacement.

£35-38m | 5-year contract

Startups

Anthropic hits $965B valuation, YC W26 was the hottest batch ever, Cerebras IPO corrects

Anthropic Is Now Worth $965 Billion

$65B Series H surpassing OpenAI's $852B. Revenue run-rate: $47B.

Led by Altimeter, Dragoneer, Greenoaks, Sequoia. Samsung, Micron, SK Hynix joined as strategic partners -- vertical integration into silicon. First operating profit Q2 ($559M). Claude Opus 4.8 dropped same day. IPO is next.

May 28 | Series H

YC W26: 14 Companies Hit $1M ARR Before Demo Day

190+ companies, 60% AI-first, $4-5M seed checks, $30-45M valuations

The most revenue-ready batch in YC history. One consumer hardware startup hit $27M ARR during the batch. 10+ companies raised at $100M+ valuations. The Seed/Series A line is officially blurred for top companies.

190+ companies | Avg 14% weekly growth

Robotics

Figure AI lands retail mega-deal, Tokyo summit shows Japan vs China rivalry, Hyundai all-in on Atlas

Figure AI Signed Catalyst Brands -- Brooks Brothers, Eddie Bauer, and 4 More

$9B revenue company deploying humanoid robots across 6 retail banners

Biggest commercial humanoid deal by breadth. Brookfield-backed financial structure. Distribution center deployment across a multi-brand portfolio of 1,800 stores. The humanoid "got a job" milestone is no longer novel -- scale and breadth are the new differentiators.

6 retail banners | Brookfield-backed

Hyundai: 25,000 Atlas Robots in Factories by 2028, $5.4B R&D Hub

Estimated $2.7B in annual profit potential from data alone

Hyundai is building an entirely new business line around humanoid robotics. Boston Dynamics' Spot quadruped heading to Korea's military front lines. EngineAI in Shenzhen producing one T800 every 15 minutes (10,000/year). The production race is running on two continents simultaneously.

25,000 robots | $5.4B R&D hub

Music

Ariana drops Petal lead single, Boards of Canada returns after 13 years, Latto's final album is massive

Boards of Canada -- Inferno (Warp Records)

First album in 13 years. If you care about electronic music, this is the release of the year.

The Scottish duo hasn't put out a full album since Tomorrow's Harvest in 2013. Inferno dropped May 29 on Warp. Early listens suggest they've pushed even deeper into the haunted ambient territory they own.

Released May 29 | Warp Records

Latto -- Big Mama (Final Album, 17 Tracks)

Features Doja Cat, 21 Savage, GloRilla, Wizkid, Teyana Taylor

Latto announced this is her last album, which is a bold move at 27. The rollout included confirming her first child with 21 Savage. 'Hostage' with 21 Savage getting the most early buzz.

17 tracks | RCA Records