Raunaq's World

Golden State's inaugural WNBA season tips off at home today. The Valkyries host the Chicago Sky at Chase Center -- the first women's pro basketball game in SF history. If you're back from Tahoe in time, this is a moment worth catching live.

Wemby forced Game 7 with 28/10, then closed out OKC. San Antonio meets New York starting June 3. The Wembanyama coronation tour is on -- and the Spurs are three wins from a title in his second season. Absurd timeline.

Ariana Grande plays Oakland Arena June 6, 9, and 10 -- three Bay Area dates on the Eternal Sunshine tour. Same weekend: Union Street Festival (June 6-7, free) and the Bluegrass Festival at Salesforce Park (June 6). Stacked weekend ahead.

S&P 500 closed at 7,580 and Nasdaq at 30,333 -- both all-time highs. AVGO is at $446.77 near its own ATH with earnings on June 4. Last semi giant left to report this cycle. If you're watching entry zones on the rotation plan, this is the catalyst.

NVIDIA's Jensen Huang keynotes at GTC Taipei Sunday night (8 PM Pacific). Reuters confirmed NVIDIA and Microsoft will debut Windows PCs running NVIDIA's N1X chip -- first consumer PC processor from NVIDIA in over a decade. NVDA at $211.14, down from recent highs. The supply chain implications are significant for the semi thesis.

MSFT surged to $450.24 (+5.45% this week), leading the pack. META remains -4.2% YTD -- the rotation source. Jobs report Friday (June 6) is the next binary macro event that moves everything.

United dismantled Brighton 3-0 to clinch 3rd place and Champions League qualification. Bruno Fernandes set a new Premier League record with 21 assists in a single season. Carrick's permanent appointment has the squad playing with genuine identity -- and a reported GBP 250M summer war chest backs it up.

Ederson from Atalanta is essentially agreed at ~GBP 38M -- a genuine defensive midfielder who actually screens the back line. The bigger swing: Tonali at ~GBP 90M from Newcastle. Expensive, but the midfield engine United have needed since Carrick himself retired.

Anthropic raised $65B at a $965B valuation, surpassing OpenAI's $852B. Samsung, Micron, and SK Hynix joined as strategic investors -- semiconductor companies investing in an AI lab signals vertical integration into custom silicon. The IPO race between SpaceX, OpenAI, and Anthropic is the defining capital markets story of 2026.

Dust closed a $40M Series B for enterprise AI agent orchestration -- the internal deployment layer for companies building agent workflows. RevEng.AI pulled $15M backed by NATO and In-Q-Tel for AI-powered binary reverse engineering. Defense-grade AI tooling is becoming a real category.

Figure's humanoid robots are now operating autonomously around the clock, handling 28,000 packages in production. Not a demo, not a controlled lab -- actual warehouse operations. This is the deployment proof point the humanoid sector has been waiting for.

Hyundai announced plans to deploy 25,000 Atlas humanoid robots across US operations. Meanwhile, the Tokyo Humanoids Summit convened this week, and China's humanoid sector is drawing direct parallels to its EV playbook -- massive state-backed scaling with aggressive cost curves. The race is real.

After a decade of silence, Boards of Canada dropped "Inferno" -- a surprise return that nobody saw coming. If you ever zoned out to Music Has the Right to Children, this matters. Also out: Ariana Grande's lead single from her next era, Latto's final album, and a new Paul McCartney record. Stacked release week.