The Arora Report

Rss Facebook Twitter Linkedin

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.

PRUDENT INVESTORS PAY ATTENTION: ANTHROPIC 14X JUMP; CHINESE AI TARGETS NVIDIA’S MOAT; $3T AI COMMITMENTS

August 17, 2026

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

Read More »

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

August 15, 2026

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 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.’   APPLIED MATERIALS EARNINGS EXPOSE A TRAP FOR INVESTORS; RETAIL SALES STUMBLE Aug 14, 2026 To gain an edge, this

Read More »

NEW INSIGHT FROM ONE OF AI’S MOST IMPORTANT COMPANIES — AND THE TRAP MANY INVESTORS FELL INTO

August 14, 2026

By Nigam Arora To gain an edge, this is what you need to know today. Investor Traps Please click here for a chart of Applied Materials stock (AMAT). Note the following: The Morning Capsule is about the big picture, not an individual stock.  The chart of AMAT stock is being used to illustrate the point.  Applied Materials is one of the largest semiconductor manufacturing equipment manufacturers in the world and is critical to the AI revolution. The chart shows AMAT stock is falling after earnings. The chart shows the AMAT stock has fallen 32% from its high earlier this year. Applied

Read More »

SMART MONEY SELLS #1 DOW STOCK; APPLIED MATERIALS TO TELL AN IMPORTANT AI STORY; HIDDEN INFLATION IN PPI

August 13, 2026

By Nigam Arora To gain an edge, this is what you need to know today. Important Earnings Ahead Please click here for a chart of Cisco Systems stock (CSCO). Note the following: The Morning Capsule is about the big picture, not an individual stock.  The chart of CSCO stock is being used to illustrate the point. Cisco is important because it is an example of a legacy company that has been rerated due to surging demand from AI data centers for its networking equipment. The chart shows CSCO stock has surged about 50% this year.  Cisco has been the number one

Read More »

SUPER MICRO, LUMENTUM, AND COREWEAVE SHOW SURGING AI INFRASTRUCTURE DEMAND; CPI RELIEF BUT STAGFLATION

August 12, 2026

By Nigam Arora To gain an edge, this is what you need to know today. Surging AI Infrastructure Demand Please click here for a chart of Super Micro Computer stock (SMCI). Note the following: The Morning Capsule is about the big picture, not an individual stock.  The chart of SMCI stock is being used to illustrate surging AI infrastructure demand.  Super Micro Computer manufacturers AI servers. The chart shows SMCI stock has not done particularly well, and herein may lie the opportunity. The chart shows the gap up after earnings. Super Micro Computer’s revenue projections are eye popping.  Here are the

Read More »

THE QUESTION THAT COULD DEFINE THE STOCK MARKET TO 2028 AND BEYOND

August 11, 2026

By Nigam Arora  Is this extraordinary earnings growth cyclical or secular? The answer could define the stock market through 2028 and beyond. Semiconductors have suffered a sharp correction. Headline S&P 500 earnings growth is being distorted. Yet powerful emerging technologies could create another major investment cycle. In this Schwab Network interview, Nigam Arora examines the evidence behind two radically different market outcomes—and the data investors should watch as the answer becomes clearer. Cyclical or Secular? Investors Must Prepare for Both The central question is whether today’s extraordinary earnings growth, especially in semiconductors and technology, represents a cyclical peak or the

Read More »

FLAWED EARNINGS NARRATIVE DECEIVES INVESTORS; SPACEX SHORT SQUEEZE; INFLATION DATA AHEAD; TRUMP SHIFT

August 10, 2026

By Nigam Arora To gain an edge, this is what you need to know today. Deceptive Earnings Narrative Please click here for a chart of SpaceX (SPCX). Note the following: The Morning Capsule is about the big picture, not an individual stock.  The chart of SPCX stock is being used to illustrate the point.  SPCX stock is important because it is creating positive speculative sentiment as of this writing. The chart shows that when the media frenzy was at its peak to pump SPCX stock, SPCX stock topped out. The chart shows that when media frenzy reached peak negativity, SPCX stock

Read More »

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

August 9, 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.’   AGGRESSIVE STOCK BUYING ON JOBS REPORT SHOCKER AND IRAN HOPIUM; CHINESE BUY GOLD Aug 7,

Read More »

9 Winners. 9 Losers. Gold, Silver & AI Trade Zones.

9 Winners. 9 Losers.
Gold, Silver & AI Trade Zones.

A new market cycle is forming.

AI, Metals &
Memory Playbook

See where sophisticated investors are positioning across software, precious metals, and AI memory.

Skip to content