By Nigam Arora As semiconductors go, Qualcomm Inc (QCOM) is an inexpensive stock. A further dip in QCOM will become a buying opportunity. Here are the key points: QCOM licenses technology or provides chips for the vast majority of smartphones in the world. Demand remains strong. QCOM earnings are being hurt
By Nigam Arora To gain an edge, this is what you need to know today. AI Cap Ex Please click here for a chart of Google stock (GOOG). Note the following: The Morning Capsule is about the big picture, not an individual stock. The chart of GOOG stock is being used
By Nigam Arora To gain an edge, this is what you need to know today. AI Disruption Fears (Fear Overtakes Greed) Please click here for a chart of Salesforce stock (CRM). Note the following: The Morning Capsule is about the big picture, not an individual stock. The chart of CRM stock
By Nigam Arora To gain an edge, this is what you need to know today. AI Revenues Please click here for a chart of Palantir stock (PLTR). Note the following: The chart shows the jump up in PLTR stock on earnings. RSI on the chart shows PLTR stock is not overbought
By Nigam Arora To gain an edge, this is what you need to know today. Unstable Structures Please click here for a chart of silver futures (SI_F). Note the following: The chart shows a 41% drop in silver futures in less than three days. The drop occurred when exchanges across the
By Nigam Arora To gain an edge, this is what you need to know today. Fed Chair Please click here for a chart of gold futures (GC_F). Note the following: The chart shows yesterday gold had a $5.5T swing. This is an extraordinarily large swing. Retail momo crowd was going all
By Nigam Arora To gain an edge, this is what you need to know today. Short Squeeze Please click here for a chart of gold futures (GC_F). Note the following: The chart shows gold rocketed in a vicious short squeeze. The chart shows when FOMC released its statement and left interest
By Nigam Arora To gain an edge, this is what you need to know today. Memory Supercycle Please click here for a chart of Micron stock (MU). Note the following: The trendline on the chart shows MU stock has gone parabolic on AI demand for high bandwidth memory. Disk drive maker
By Nigam Arora Buyout Talks Revolution Medicines (RVMD) was in talks to be acquired by Merck (MRK). The deal was valued around $30B. Apparently, Revolution Medicines wants a higher offer than Merck is willing to extend at this time. In The Arora Report analysis, this indicates Revolution Medicines has enough confidence
By Nigam Arora To gain an edge, this is what you need to know today. Yen Surge Please click here for a chart of gold futures (GC_F). Note the following: The chart shows that gold surged past the magnet like a hot knife through butter. The 200 day moving average on