Cerebras (CBRS) gave investors their first look at the books, and they bolted.

Shares cratered 17% today after the AI chipmaker's debut earnings flagged thinning core margins through 2026. CEO Andrew Feldman’s defense? The Street simply misunderstood him.

That may have worked on the startup circuit. But going public means everyone reads your numbers… and everyone gets to argue with your math.

— Brooks & Cas

Treasury Secretary Scott Bessent thinks the US economy can put a three-handle on GDP growth this year. Kalshi traders aren't buying it.

Traders are currently pricing just 14.2% odds that growth lands between 2.6% and 3.0%. They like 2.1% to 2.5% better. Big plans, meet the betting line.

📈 | Alphabet (GOOGL) will replace Verizon (VZ) in the Dow before June 29's open.

📉 | Worthington Enterprises (WOR) tumbled after missing fiscal Q4 estimates.

📈 | KB Home (KBH) soared after beating fiscal Q2 revenue estimates.

📉 | Principal Financial Group (PFG) fell after BoA cut it to Underperform.

📈 | Expedia (EXPE) climbed as tumbling oil prices lifted travel stocks.

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BTIG just hit start on Take-Two.

Analyst Clark Lampen launched coverage with a Buy, and the whole thesis rests on one game: Grand Theft Auto VI. He sees the title kicking off a multi-year step-up in the company's earnings power.

After years of delay, GTA VI is holding onto its reported release date of November 19, with Rockstar opening pre-orders around $80.

Lampen expects the launch to lift earnings for years, and notes the stock has historically seen its multiple expand during the pre-release marketing run.

The game’s predecessor has sold millions of copies since 2013.

Wall Street is mostly on the same team. Of the 32 analysts covering Take-Two, 30 rate it Buy or Strong Buy and just two sit at Hold.

Shares are in the red year-to-date, but have climbed over the past week, as GTA hype builds. The house usually wins, especially when it owns Los Santos.

🏛️ Trump abruptly canceled the signing of a bipartisan housing affordability bill, refusing to act until Congress passes the SAVE America Act voter ID measure.

🛢️ At least 20 oil tankers holding 35M barrels have exited the Strait of Hormuz since the US-Iran deal reopened the sea lane.

⚖️ Chemours (CC) agreed to pay an estimated $450M to settle federal and multi-state claims over its 'forever chemicals' discharges.

🇰🇷 One day after helping to tank the global chip trade, South Korea’s SK Hynix plans to raise up to $29B through a Nasdaq listing, which would rank as the second-biggest share sale ever behind SpaceX.

🤖 A growing wave of AI founders, including Fei-Fei Li and Yann LeCun, are pivoting from chatbots to 'world models' that learn physical environments.

Do you own any shares of CDW Corporation (CDW)?

▇▇▇▇▇▇ 🐂 Yup, I'm holding

▇▇▇▇▇▇ 🐻 Nope, not interested

▇▇▇▇▇▇ 👀 No, but I'm interested