By Nigam Arora The drop in Northern California utility PG&E (PCG) may be a buying opportunity for long term investors who understand that there is slightly higher risk now. Key Points Here are the key points: PCG serves Northern California. There have been no recent fires in Northern California. Edison International
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 To gain an edge, this is what you need to know today. Raise Cash And Hedges In the Israel Iran war, The Arora Report has analyzed 28 different scenarios as they pertain to investors. The process to change the Arora Protection Band involves assigning a probability to each
By Nigam Arora Smart Modular Reactors Smart modular reactors are factory built advanced nuclear fission units that can be shipped to the desired site. The modular system provides flexibility. NuScale Power NuScale Power (SMR) has designed a pressurized water small modular reactor. Recently, NuScale Power received approval for its design from
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