The Arora Report

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Stock Market News To Give You An Edge

Proven Track Record of Most Accurate Analysis

Stock Market News
To Give You An Edge​

Proven Track Record
of Most Accurate Analysis

COMPLETELY INDEPENDENT AND OBJECTIVE

The Arora Report, Ltd. is a rare publisher that does not accept advertisements. This way The Arora Report can not be influenced. The Arora Report also does not accept payments from any company that is the subject of the posts. The Arora Report has forsaken millions of dollars in revenues to avoid conflicts of interest. Our sole job is to help you. Read more.

COMPLETELY INDEPENDENT AND OBJECTIVE

The Arora Report, Ltd. is a rare publisher that does not accept advertisements. This way The Arora Report can not be influenced. The Arora Report also does not accept payments from any company that is the subject of the posts. The Arora Report has forsaken millions of dollars in revenues to avoid conflicts of interest. Our sole job is to help you. Read more.

BUYING IN SEMICONDUCTORS ON IRAN CEASEFIRE SOAP OPERA, EARNINGS HOPIUM, AND KOREA

July 21, 2026

By Nigam Arora To gain an edge, this is what you need to know today. Buying In Semis Please click here for a chart of leveraged semiconductor ETF (SOXL). Note the following: Semiconductors are the leading sector that has been driving the stock market higher.  SOXL is the momo crowd’s favorite semiconductor ETF. The chart shows that after breaking below the low band of zone 2 (resistance), semiconductors are rising again and approaching the low band of zone 2 again. The pattern shown on the chart has two implications: It is a short term bottoming pattern confirmed by heavier volume shown

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APPLE AT AN INFLECTION POINT — WHAT PRUDENT INVESTORS NEED TO KNOW — RAISING THE TARGET

July 20, 2026

By Nigam Arora AAPL is long from $4.68. It is trading at $333.19. This represents a gain of 7019% for the long-time members of The Arora Report. Sentiment May Win Over Fundamentals The AAPL target is being raised because sentiment may drive AAPL stock rather than the fundamentals. This periodically happens to certain stocks and can last a long time. AAPL could be at an inflection point where sentiment becomes the main driver of the stock ignoring fundamentals. Sentiment Sentiment is becoming increasingly positive for the following reasons: As money flows out of semiconductors and other hyperscalers, it is flowing into

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WEEKLY STOCK MARKET DIGEST: WHAT PRUDENT INVESTORS NEED TO KNOW NOW

July 18, 2026

By Nigam Arora & Dr. Natasha Arora Weekly Digest from The Arora Report is popular among serious investors and money managers because they have found studying insights from the prior week gives them an edge over the coming weeks. Here is the day by day rundown from the morning capsules made available every morning before the market open in the Real Time Feeds to the paying subscribers of The Arora Report.  Please scroll down for the section ‘Protection Bands and What To Do Now.’   IMPLICATIONS FOR PRUDENT INVESTORS OF CHINESE AI BREAKTHROUGH TRIGGERING SEMI SELLOFF Jul 17, 2026 To

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APPLE BOOSTS UNDERVALUED CHINESE AI STOCKS — WHAT PRUDENT INVESTORS NEED TO KNOW ABOUT THE OPPORTUNITY

July 17, 2026

By Nigam Arora China internet ETF KWEB has moved up nicely since the last post. Going forward, there are four positive factors: In The Arora Report analysis, Chinese AI stocks are relatively inexpensive compared to U.S. AI stocks. Chinese models are cheaper than U.S. models. For some tasks, Chinese models are up to 80% cheaper than the U.S. models. Barring interventions by governments, Chinese models are likely to gain market share. Chinese AI stocks are getting a boost from Apple’s (AAPL) decision to use Alibaba’s (BABA) Qwen large language model along with AI technology from Baidu (BIDU). Both BIDU and BABA

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KOREA DRIVES SEMI STOCKS LOWER IN SPITE OF GOOD TAIWAN SEMI EARNINGS, APPLE BOOSTS CHINA AI MODELS

July 16, 2026

By Nigam Arora To gain an edge, this is what you need to know today. Korea Leading Semiconductors  Please click here for a chart of Taiwan Semiconductor stock (TSM). Note the following: The Morning Capsule is about the big picture, not an individual stock.  The chart of TSM stock is being used to illustrate the point. Taiwan Semiconductor is important because it manufactures almost all high-performance AI chips. The chart shows that even after good earnings, TSM stock has fallen in the early trade. The chart shows the drop has caused TSM stock to be close to zone 2 (support). In

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57 ECONOMISTS WRONG ON INFLATION, ASML EARNINGS BRING OPTIMISM TO AI TRADE

July 15, 2026

By Nigam Arora To gain an edge, this is what you need to know today. Cooler PPI Please click here for a chart of ASML stock (ASML). Note the following: The Morning Capsule is about the big picture, not an individual stock.  The chart of ASML is being used to illustrate the point. ASML is important because ASML is the undisputed leader in extreme ultraviolet lithography machines.  Without ASML’s machines, none of the advanced AI chips could have been manufactured. The chart shows ASML stock gapping up on earnings. The chart shows that even after the earnings gap up, ASML is

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THE MOST IMPORTANT EARNINGS QUESTION INVESTORS NEED TO ANSWER

July 14, 2026

By Nigam Arora Artificial intelligence continues to drive one of the strongest earnings environments in decades. Consensus estimates call for another year of exceptional earnings growth, but one question matters more than any earnings forecast: is today’s AI-driven earnings growth secular or cyclical? That is the central topic Nigam Arora explores in this interview. The only honest answer is that nobody knows with certainty. That uncertainty should shape how prudent investors approach earnings season. Many investors are making two costly mistakes. The first is recency bias – looking in the rearview mirror and assuming today’s winners will remain tomorrow’s winners. The

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CRITICAL FOUR HOURS AHEAD, KOREA AND IRAN DRIVE SELLING IN U.S. STOCKS

July 13, 2026

By Nigam Arora To gain an edge, this is what you need to know today. Important Data Ahead Please click here for a chart of leveraged semiconductor ETF (SOXL). Note the following: Semiconductors are the leading sector that has been driving the stock market higher.  SOXL is the momo crowd’s favorite semiconductor ETF. The chart shows that on Friday, SOXL managed to rally and close at the top band of zone 2 (support). The chart shows that in the early trade today, SOXL has fallen back into the middle of zone 2.  The move was driven by price action in the

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