markets

J. Edward Moreno6/24/25

Teladoc rises after Citron report calls it a “coiled spring”

Teladoc, the embattled pandemic-era darling, rose about 15% on Monday and is up another 4.7% in premarket trading on Tuesday after Citron Research published a bullish report on the company.

The fact that more of Teladoc’s services — especially BetterHelp, its biggest cash cow — will soon potentially be covered by insurance could reverse the company’s declining revenues, the research firm said: “This isn’t incremental — it’s transformational.”

The cheery report breathed life into Teladoc, which is still down 17% this year. It recently appointed a new CEO after the abrupt departure of its longtime leader in April.

The stock peaked at about $300 a share in early 2021. On Monday, it closed at $7.89.

$TDOC — the largest telehealth company on earth — is a coiled spring at a $1.2B market cap. And CEO just flipped the script

Teladoc owns BetterHelp, the #1 brand in online therapy. But until now, BetterHelp was cash-pay only — and that crushed conversions. Every year, millions…
— Citron Research (@CitronResearch) June 23, 2025

$TDOC — the largest telehealth company on earth — is a coiled spring at a $1.2B market cap. And CEO just flipped the script

Teladoc owns BetterHelp, the #1 brand in online therapy. But until now, BetterHelp was cash-pay only — and that crushed conversions. Every year, millions…
— Citron Research (@CitronResearch) June 23, 2025

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Futures surge, oil tumbles after President Trump agrees to two-week ceasefire

S&P 500 futures rose 2%, WTI futures tumbled double digits.

President Trump Addresses The Nation On The Conflict In Iran

Tasha Matsumoto

Stocks eke out gain ahead of tonight’s deadline for Iran to reopen the Strait of Hormuz

Traders were jittery ahead of the looming deadline, while President Trump posted on Truth Social that “a whole civilization will die tonight” if an agreement is not reached.

Bull with Nose Ring

Anthropic is releasing its new model to select companies to get a head start on cyber defense

Fortune reported that the Claude developer would be doing this in late March.

Co-founder and CEO of Anthropic, Dario Amodei

Stocks sink and oil spikes as traders price in enduring, worsening Mideast war

Stocks and oil are building in more risk premium to deal with the perceived increased probability of a more drawn-out disruption to global energy supplies and shipments.

WH Briefing Iran 4/6/26

markets

Matt Phillips16h

Samsung’s massive Q1 fails to lift Sandisk, other data center plays

Almost all memory stocks slipped Tuesday, despite getting a positive update on the massive flood of money pouring into the sector from the AI build-out, as the potential escalation of the US war with Iran Tuesday evening overshadowed Samsung’s blowout numbers.

Korean chip giant Samsung Electronics reported preliminary Q1 results showing operating profit up by 755% compared to Q1 2025, trouncing pretty elevated expectations for a gain of about 550%.

Samsung is the world’s largest producer of NAND and DRAM chips. Once considered low-value commodity inputs to tech products, NAND and DRAM prices have exploded over the last six months amid a hyperscaler scramble to secure chips that can manage the surfeit of data produced by AI.

The same dynamics have made memory plays like Sandisk, Western Digital, and Micron some of the best-performing stocks in the S&P 500 over the last 12 months.

But other than Seagate Technology Holdings, those stocks were down Tuesday as of 11:15 a.m. ET, as the surge in oil prices and ongoing war with Iran muted much of the AI data center trade excitement. Bellwethers like Nvidia and hyperscalers like Oracle and Meta were struggling early, as were data center input makers like Corning and Coherent, AI power plays like GE Vernova, Vertiv Holdings, and even hard-hat builders of the shells that house all those AI servers.

On the other hand, some so-called optical stocks — makers of fiber-optic connections that quickly shift data between users, hyperscalers, and all around data centers themselves — were up. Lumentum and Arista Networks, two popular optical stocks, were showing resilience.

Samsung flags eightfold jump in quarterly profit as AI chip demand pumps prices

Samsung flags eightfold jump in quarterly profit as AI chip demand pumps prices

Samsung is the world’s largest producer of NAND and DRAM chips. Once considered low-value commodity inputs to tech products, NAND and DRAM prices have exploded over the last six months amid a hyperscaler scramble to secure chips that can manage the surfeit of data produced by AI.

The same dynamics have made memory plays like Sandisk, Western Digital, and Micron some of the best-performing stocks in the S&P 500 over the last 12 months.

But other than Seagate Technology Holdings, those stocks were down Tuesday as of 11:15 a.m. ET, as the surge in oil prices and ongoing war with Iran muted much of the AI data center trade excitement. Bellwethers like Nvidia and hyperscalers like Oracle and Meta were struggling early, as were data center input makers like Corning and Coherent, AI power plays like GE Vernova, Vertiv Holdings, and even hard-hat builders of the shells that house all those AI servers.

On the other hand, some so-called optical stocks — makers of fiber-optic connections that quickly shift data between users, hyperscalers, and all around data centers themselves — were up. Lumentum and Arista Networks, two popular optical stocks, were showing resilience.

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