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.

PULL BACK IN PRIVATE EQUITY FIRM KKR & CO. INC (KKR) — SOFTWARE FEARS — LIKELY AN ATTRACTIVE OPPORTUNITY BUT HEADLINE RISKS

February 24, 2026

By Nigam Arora Editor’s note: This signal was published on February 19, 2026, in ZYX Buy Alert for paid members. KKR is long from $15.68, it is trading at $99.72 as of this writing.  Even after a major pullback, there is 535% gain on KKR. Software Fears All private equity firm stocks are pulling back on software fears.  These firms either own a lot of private software companies or have extended a lot of loans to software companies.  The concern is that some software companies will go bankrupt, causing problems To learn about software issues, please read yesterday’s Morning Capsule and

Read More »

WALL STREET WRONG ABOUT SUPREME COURT TORPEDO – SMART MONEY SOLD THE RALLY – STATE OF UNION AND UNCERTAINTY AHEAD

February 23, 2026

By Nigam Arora To gain an edge, this is what you need to know today. Contrary Arora Call Please click here for a chart of Nasdaq 100 ETF (QQQ). Note the following: The chart shows a rally in tech stocks when the Supreme Court decision came out striking President Trump’s tariffs. The Interim Capsule provided to members of The Arora Report immediately after the Supreme Court decision now seems prescient.  We wrote: The Supreme Court has ruled against the Trump tariffs saying the president does not have the authority to impose tariffs under IEEPA.  The stock market has staged a vigorous

Read More »

NEW OPPORTUNITY IN AI SOFTWARE COMPANY PALANTIR (PLTR)

February 20, 2026

By Nigam Arora PLTR is the most expensive software company.  However, considering it is an AI native software company and its growth rate, PLTR deserves a higher multiple, but not as high as it is even after a valuation reset.  The stock has fallen from a high of $207.52 in November 2025 to $136.66 as of this writing in the premarket.  This range also shows that this is a very volatile stock.  PLTR traded as low as $125.88 only last week. PLTR has become a cult stock for the momo crowd.  The selling in PLTR due to margin calls and overall

Read More »

BIG OPPORTUNITY AHEAD IN SOFTWARE – HERE IS HOW TO TELL SOFTWARE STOCK WINNERS FROM LOSERS, FED MINUTES AHEAD

February 19, 2026

By Nigam Arora To gain an edge, this is what you need to know today. Disruption In Software Creating Opportunities Please click here for a chart of software company Atlassian stock (TEAM). Note the following: The Morning Capsule is about the big picture, not an individual stock.  The chart of TEAM stock is being used to illustrate the point. The chart shows that in 2021, TEAM stock ran as high as $483.13.  The rise was due to the momo crowd buying software stocks at that time like there was no tomorrow.  The momo crowd was excited about corporations hiring more people

Read More »

LONG-TERM STRATEGIES IN SILVER & GOLD VOLATILITY, SOFTWARE SELL-OFF

February 18, 2026

By Nigam Arora Nigam Arora returns to the Schwab Network following the volatile short squeezes in gold and silver and shifts the focus to what comes next for precious metals investors. Nigam explains why he remains constructive on the longer-term trajectory of gold and silver, even after sharp swings that have unsettled traders. He shares why buying on dips can make sense for disciplined investors — provided they are prepared to withstand short- and mid-term volatility. Nigam also turns to the stunning sell-off in software stocks, noting that many names have fallen into deeply oversold territory, setting the stage for potential

Read More »

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

February 14, 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.’   TAME CPI BRINGS BUYERS AFTER MOMO MARGIN SHAKEOUT, BITCOIN GOING TO ZERO CHORUS GETS LOUDER Feb 13, 2026 To

Read More »

2218% GAIN ON AMAT — BLOWOUT EARNINGS CONFIRM STRENGTH IN SEMICONDUCTOR EQUIPMENT — TARGET INCREASED

February 13, 2026

By Nigam Arora 2218% Gain AMAT is long from $16. It is trading at $370.95 as of this writing. This represents a gain of over 2218%. On earnings, the stock jumped more than 10%. Earlier this morning, AMAT traded as high as $376.32. This type of long-term performance is not the result of luck. It is the result of early positioning, patience, and disciplined execution through multiple market cycles. Blowout Earnings AMAT reported EPS of $2.38 versus $2.21 consensus. Revenue came in at $7.01B versus $6.88B consensus. Q2 EPS projection is $2.64 ± $0.20 versus consensus of $2.28. Q2 revenue projection

Read More »

TO BALANCE AI HEAVY PORTFOLIOS SMART MONEY QUIETLY SHIFTING INTO FOREIGN MARKETS – TECH STOCKS UNDERPERFORM

February 12, 2026

By Nigam Arora To gain an edge, this is what you need to know today. Smart Money Shifting Please click here for a chart of Nasdaq 100 ETF (QQQ) compared to South Korea ETF (EWY), Brazil ETF (EWZ), Mexico ETF (EWW), Japan ETF (EWJ), Thailand ETF (THD), and Euro Stoxx 50 ETF (FEZ). Note the following: The U.S. is dominating AI.  Just like The Arora Report portfolios, smart money portfolios are also heavily weighted in AI. Heavy weighting in AI makes portfolios U.S. centric.  Everyday now the stock market in the U.S. sees jitters about one sector or another being disrupted

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.

AI is power hungry. Investors will make a fortune from nuclear power for AI.
Get the list of 12 nuclear power stocks to grab your share of the profits.

Skip to content