By Nigam Arora Nigam Arora, a nuclear physicist and founder of The Arora Report, returns to the Market on Close segment on the Schwab Network to talk about opportunities in nuclear power. Nuclear energy is expected to play a critical role in powering AI. Nuclear power opportunities fall into five buckets.
By Nigam Arora When the Trump Musk feud started, The Arora Report gave a signal on June 5, 2025, to buy a basket of three stocks: AST SpaceMobile Inc (ASTS), Viasat Inc (VSAT), and Rocket Lab USA Inc (RKLB). The trigger for the signal was President Trump threatening to cancel Elon
By Nigam Arora New President Left-leaning reformist Lee Jae-myung of the Democratic Party won South Korea’s presidential election. He will succeed Yoon Suk Yeol, who was previously impeached. Lee’s campaign promises include accelerating the move to a green economy, protecting small businesses, and balancing ties with both Washington and Beijing. Nice
By Nigam 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
By Nigam Arora Magnet Shortage The headline today has been that U.S. aircraft manufacturers and U.S. car companies are having difficulties because of a shortage of magnets. Magnets need rare earth minerals. Major U.S. Rare Earth Miner MP Materials (MP) is the only U.S. based major rare earth mineral miner. MP
By Nigam Arora PVH is the owner of Calvin Klein and Tommy Hilfiger. The stock has fallen about 17% on earnings. The company is being impacted by tariffs. However, the overall market is running up on the belief Trump will chicken out (TACO trade). There is a disconnect between the drop
By Nigam Arora To gain an edge, this is what you need to know today. Stock Market Magnet Please click here for a chart of S&P 500 ETF (SPY) which represents the benchmark stock market index S&P 500 (SPX). Note the following: The chart shows that the pull of zone 1
By Nigam Arora Air frame maker Spirit AeroSystems (SPR) core position is long from $18.20. It is trading at $37.58 as of this writing. This represents a gain of 106%. Buyout On Track SPR was originally spun out of Boeing (BA). SPR makes air frames, primarily for BA. After the spinoff,
By Nigam Arora To gain an edge, this is what you need to know today. Gas Over Bond Fire Please click here for a chart of 20+ year Treasury bond ETF (TLT). Note the following: The chart shows bonds recently fell below the danger zone into zone 4 (support). The chart
By Nigam 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