PRUDENT INVESTORS PAY ATTENTION: ANTHROPIC 14X JUMP; CHINESE AI TARGETS NVIDIA’S MOAT; $3T AI COMMITMENTS
By Nigam Arora
To gain an edge, this is what you need to know today.
AI Gets Even Hotter
Please click here for a chart of Nasdaq 100 ETF (QQQ).
Note the following:
- The chart shows QQQ is approaching the low band of zone 1 (resistance).
- Of note is that S&P 500 has broken to new highs but Nasdaq 100 has not. In The Arora Report analysis, how the divergence between S&P 500 and Nasdaq 100 resolves will be important. The stock market is positioned for the divergence to be resolved by QQQ breaking to a new high.
- Think of market positioning at this time as everyone being on one side of the boat.
August 17, 2026