From the Desk of InvestorPlace:A quick word before you read what's below. I've seen a lot of IPO hype in my career. Most of it ends badly for regular investors. My colleague Luke Lango — who was once ranked No. 1 stock picker in the world by TipRanks — has a different take on how to play the OpenAI and Anthropic IPOs, and I think it's worth two minutes of your time.

Dear Reader,

Every time someone uses ChatGPT...

One little-known public company could benefit.

You won't hear about it on CNBC.

Your financial advisor probably hasn't mentioned it.

But this company sits at the center of the AI revolution — and could be one of the best ways to play the coming OpenAI and Anthropic IPOs before they happen.

The best part?

You don't need to be an accredited investor.

You don't need to be a Silicon Valley insider.

You don't even need to wait for IPO day.

You can buy it from a regular brokerage account right now— if you know the ticker.

Click here for the full details.

Luke Lango
Senior Technology Analyst, InvestorPlace

P.S. Folks who buy OpenAI on IPO day could bitterly regret it. If you want to know why, click here now.

☕️ GM Munchers! Long weekends are supposed to mean time off. I had a tee time booked and everything. My wife had a list of home projects that somehow took priority over all of it. I spent the weekend working on the lawn instead of holding a nine iron while Iran closed the Strait of Hormuz again. Relaxing stuff all around.

On today’s menu:

• 🌍 The World Broke Over The Weekend

• 🇬🇧 Britain Is About To Get Its Seventh Prime Minister In A Decade

• 🦋 This Stock Just Climbed 55%

• 🎮 This Videogame Could Skyrocket This Stock

• ‼️ Insider Trading Alert

Thursday’s numbers:

BREAKING NEWS

🌍 The World Broke Over The Weekend. Here's What You Need.

We all went to sleep on Friday thinking that peace was breaking out. The vibes were solid. But that all changed Saturday when Iran pulled an Uno-reverse card and once again, closed the Straight of Hormuz. Fully.

What Actually Happened?

Three days. That’s how long the strait stayed open. But after Israel continued to strike southern Lebanon, a violation of the ceasefire agreement, Iran’s military command announced it would have none of that and it was shutting the waterway.

The uncomfortable twist? US Central Command immediately pushed back, saying Iran doesn’t control the strait and that 55 merchant ships successfully passed through on Saturday. So, Iran says it’s closed but the US says ships are moving? Somebody is bluffing here.

The good news is that JD Vance flew to Switzerland over the weekend and talks are underway as of Sunday morning, with US officials saying the situation in Lebanon has calmed down.

What This Means For Markets Right Now

It’s a rather quiet week on the economic calendar so all eyes are going to be watching these Iran headlines like a hawk. Oil crashed last week to under $80/barrel on peace optimism but that trade could quickly reverse.

Watch crude prices in the first hour of trading as your real-time geopolitical meter. Higher oil is going to hurt stocks. That’s all you need to know.

The Week Ahead: The Two Things That Actually Matter

• 📊 Thursday: PCE Inflation Data. This is the Fed's favorite inflation gauge and the single most important number of the week. Wells Fargo economists expect PCE to rise 0.5% month over month, pushing the annual rate to 4.1%.

• 🏦 All Week: Fed Speakers. Multiple FOMC members are scheduled to speak this week following Warsh's hawkish debut last week. Any signal on the rate path in either direction could move markets.

The Munch Take: Markets priced in peace last week and oil prices agreed. Now Iran has closed the strait again, talks are wobbling in Switzerland, and the PCE number on Thursday could remind everyone that inflation has never actually gone away. This is a week where the geopolitical headlines and the economic data are pulling in completely different directions at the same time. My wife asked what I was worried about more, the Iran deal falling apart or the inflation number on Thursday. I said both. She said she was worried about neither and went back to sleep. That’s probably the right mindset to have.

🇬🇧 Britain Is About To Get Its Seventh Prime Minister In A Decade

England is still fighting to make it out of the World Cup group stage. Honestly, same energy as their Prime Minister right now. Keir Starmer is reportedly on the brink of resigning as early as Monday, meaning Britain is nervously watching two things at once this week and neither one looks particularly promising.

How Did This Happen

Starmer won a massive election victory in 2024 but quickly became one of the most unpopular leaders Britain has ever had. By late 2025 his approval rating sat at negative 46%. As usual, he promised to make life better for regular people but most voters feel he hasn’t delivered. Not to mention, scandals have piled up and his own party has now turned on him.

The final push came when his rival Andy Burnham won a special election Friday, giving him a seat in parliament and a clear path to challenge Starmer directly for the top job. More than 100 members of Starmer's own party had already publicly told him to go. The walls closed in fast.

Why This Matters For Your Money

When a country's leadership is unstable, investors get nervous. Nervous investors sell that country's currency and bonds. Here is what has already happened:

• 💷 The British pound just had its worst week since 2024 against the US dollar as the pressure on Starmer kept growing.

• 📈 UK government bonds have been selling off too, pushing borrowing costs to the highest in the entire G7 group of wealthy nations.

• 🏦 A weaker pound makes everything imported into Britain more expensive, keeps inflation higher, and makes it harder for the Bank of England to cut interest rates.

The Big Question Going Forward

The man most likely to replace Starmer is Andy Burnham. Prediction markets give him a 59% chance of becoming the next Prime Minister. Markets are nervous about him because he is seen as more likely to spend more government money. More spending means more borrowing. More borrowing means higher interest costs. Britain already went through this nightmare in 2022 when Prime Minister Liz Truss announced big unfunded spending plans and the bond market collapsed so fast the Bank of England had to step in as an emergency. Nobody wants a repeat of that.

The Munch Take: Britain is on its seventh leader in ten years and the pound is already feeling it. The next leader matters enormously. A steady hand on government spending keeps markets calm. A big spending push could send borrowing costs even higher and put more pressure on everyday British consumers who are already struggling. My wife asked why Britain keeps swapping out prime ministers. I said it's complicated. She said it sounds like they just need someone who does what they promised. I had nothing to add.

Top 9 AI Stocks For July 2026 (Ad)

Most investors are still crowded into the same mega-cap AI names. But when rates stay higher and headlines stay messy, leadership can shift fast toward the companies actually supplying chips, cloud capacity, and mission-critical data tools. Take a look at the names on my list.

Inside, I cover one lesser-known chip name tied to U.S. AI infrastructure, one cloud player with improving setup, and one data analytics business with exposure to government demand. This is not about hype. It is about following where capital is still being deployed. Big Tech is projected to spend roughly $635B to $665B on AI in 2026. Read the report here.

If you want a clearer view of where AI money may rotate next, review the 9-stock list here.

**By clicking this link you agree to receive emails from StockEarnings and our affiliates. You can opt out at any time.  Privacy Policy. **

MARKET OVERVIEW

🍿 Tasty Movers & Shakers

🔫 $SWBI Smith & Wesson ripped 17.12% as a rebound in firearm demand drove a 27% jump in quarterly sales. Turns out America never really stopped buying guns. It just took a breather.

🦋 $BFLY Butterfly Network surged 55.87% after AI company Midjourney announced a new medical platform that uses Butterfly's technology to read ultrasound scans. Think of it like this: instead of a doctor staring at a blurry image trying to figure out what's wrong, AI does it faster and cheaper. Butterfly makes the tiny chip inside the scanner. Now that chip just got a very powerful new customer.

🛒 $KR Kroger shed 8.43% despite beating sales estimates after the company warned that inflationary pressures are expected to get worse in the second half of the year. A sales beat means nothing when the guidance sounds like a hostage note.

💊 $PFE Pfizer dropped 2.74% after CFO Dave Denton announced he will step down in August. Markets hate leadership uncertainty almost as much as they hate bad earnings.

💻 $ACN Accenture face-planted 17.97% after mixed earnings and the announcement of three cybersecurity acquisitions at once. Investors heard "we are spending money on three things we haven't explained yet" and hit the sell button immediately.

STOCK OF THE DAY

🎮 GTA 6 Pre-Orders Drop June 25. Take-Two's Stock Is Already Moving.

The most anticipated video game in history is officially accepting pre-orders starting on June 25th. The game itself drops November 19 and the stock already climbed 5% on the announcement alone.

Why This Is Bigger Than Gaming

GTA V pulled in around $10 billion in revenue since its 2013 debut, making it one of the most profitable entertainment products ever made. It has now sold more than 230 million copies across three console generations and over a decade of sales. That’s now the baseline GTA 6 will be trying to beat.

Take-Two is forecasting $8 billion in revenue for fiscal year 2027, driven heavily by GTA 6. Analysts at Piper Sandler project the game could sell 35 million copies between November 2026 and April 2027 alone, and have a price target of $280 on the stock.

The Delays Make This Even More Loaded

The wait for this game has been brutal. It was supposed to come out in 2025 but when the company missed their fall 2025 target, they pushed the release to 2026. That’s a long wait considering the first trailer dropped back in December 2023. With every delay, expectations have been raised and those expectations are now enormous.

📈 The Bull Case:

• GTA 5 compressed massive lifetime demand into its opening window, and GTA 6 is expected to do the same thing on a much bigger scale with a much larger installed base of consoles.

• In-game purchases through GTA Online's Shark Cards generated billions on their own with GTA 5, and that recurring revenue engine is already baked into Take-Two's forecasts.

• Marketing has barely started yet, meaning every trailer drop and pre-order milestone between now and November is a fresh catalyst for the stock.

📉 The Bear Case:

• Morningstar's blunt take is that Take Two "lives and dies with GTA 6," and if the game disappoints, the stock will likely get crushed and the company's ability to invest in the future gets seriously damaged.

• Few companies in any industry have concentrated this much of their valuation into a single product's launch window. That is a massive single point of failure.

• At a $44.43 billion market cap, a big chunk of the GTA 6 success story may already be priced in, leaving less room for upside and a lot of room for disappointment.

The Munch Take: This is the most anticipated entertainment launch in years and the stock is up 5% on a pre-order date announcement before a single copy has sold. That tells you how much anticipation there is. If GTA 6 delivers, Take-Two gets a multi-year revenue engine and the stock goes higher. If it stumbles, there is no backup plan. We’ll buy the game but not the stock.

TRADING SUCCESS

🤑 Monday Motivation

🚀 Pre-Market Fuel

1. 💪 Your $19.97 Book Is Free Today (Ad)

2. ‼️ Insider trading alert.

3. 🇨🇦 The Canadian Dollar is crashing.

4. 😬 Why the government shut down this AI tool.

🍪 Munchy Memes

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