To gain an edge, this is what you need to know today.

Falling Oil

Please click here for a chart of oil ETF (USO).

Note the following:

• Understanding the moves in oil are very important because they have been directly impacting bonds and moves in bonds in turn have been impacting the stock market.
• The chart shows the run up in oil when Iran war fear was at its peak.
• The chart shows a significant drop in oil when the U.S. and Iran started negotiating.
• The chart shows a low in oil on optimism about Iran after a Memorandum of Understanding (MoU) was signed.

… Please click here or the title below to read more.

The post YEN INTERVENTION AND FALLING OIL HELP STOCKS BUT SELLING IN KOREA THROWS A MONKEY WRENCH appeared first on The Arora Report Stock Market News.

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.’

WONDER BOY BLOWUP SPARKS MASSIVE SEMICONDUCTOR RALLY, KOREA UP 18%; AMAZON HELPS, APPLE DISAPPOINTS

Jul 31, 2026

To gain an edge, this is what you need to know today.… Please click here or the title below to read more.

The post WEEKLY STOCK MARKET DIGEST: WHAT PRUDENT INVESTORS NEED TO KNOW NOW appeared first on The Arora Report Stock Market News.

To gain an edge, this is what you need to know today.

Semiconductor Rally

Please click here for a chart of leverage semiconductor ETF (SOXL).

Note the following:

• Semiconductors are the leading sector that drove the stock market higher.  SOXL is the momo crowd’s favorite semiconductor ETF.
• The chart shows a massive rally in semiconductors yesterday.  In yesterday’s Morning Capsule, we wrote:

The chart shows selling in SOXL yesterday was on heavy volume.  The reason for the heavy volume was that many momo crowd accounts were hit with margin calls and were forcibly liquidated.

• The heavy volume shown on the chart the day before yesterday resulted in exhaustion of selling. 

… Please click here or the title below to read more.

The post WONDER BOY BLOWUP SPARKS MASSIVE SEMICONDUCTOR RALLY, KOREA UP 18%; AMAZON HELPS, APPLE DISAPPOINTS appeared first on The Arora Report Stock Market News.

To gain an edge, this is what you need to know today.

Egypt Fear

Please click here for a chart of leveraged semiconductor ETF (SOXL).

Note the following:

• Semiconductors are the leading sector that drove the stock market higher.  SOXL is the momo crowd’s favorite semiconductor ETF.
• The chart shows that from the recent high made in June, SOXL lost 70% to yesterday’s close.
• The chart shows SOXL made a lower low yesterday.
• The chart shows selling in SOXL yesterday was on heavy volume.  The reason for the heavy volume was that many momo crowd accounts were hit with margin calls and were forcibly liquidated.

… Please click here or the title below to read more.

The post SAMSUNG PROFITS SURGE 1300%; 30 YEAR BOND YIELD HIGHEST SINCE 2007; MOMO’S FAVORITE SEMI ETF LOSES 70% appeared first on The Arora Report Stock Market News.

Trump China Ban

Previously, we shared with you that President Trump was banning the import of connected inverters from China.

President Trump has banned the import of connected inverters from China. China has been dumping inverters at a low cost. The purpose of the ban is to protect the U.S. industry. Inverter company Solaredge Technologies Inc (SEDG) is a beneficiary. 

Pivot To AI Data Centers

Traditionally, SEDG has provided inverters to solar power. However, SEDG is pivoting to provide inverters for AI Data Centers. This is a huge opportunity for SEDG.

Buy Signal

Previously, a buy signal was given to The Arora Report paying members of ZYX Buy Change Alert.… Please click here or the title below to read more.

The post PIVOT TO AI DATA CENTERS AND TRUMP BAN ON CHINESE INVERTERS PRESENTS AN OPPORTUNITY IN SOLAREDGE (SEDG) — EARNINGS AHEAD appeared first on The Arora Report Stock Market News.

To gain an edge, this is what you need to know today.

U.S. Semiconductors Following South Korea 

Please click here for a chart of leveraged semiconductor ETF (SOXL).

Note the following:

• Semiconductors are the leading sector that drove the stock market higher.  SOXL is the momo crowd’s favorite semiconductor ETF.
• The chart shows that SOXL is now making lower lows in the early trade.  This is a negative.
• The chart shows that the rally from the July 17 low failed at the low band of zone 2 (resistance). This is a negative.
• RSI on the chart shows that semiconductors are very oversold. 

… Please click here or the title below to read more.

The post CHINA BREAKTHROUGH CAUSES SELLING IN KOREA AND IN TURN SELLING IN U.S. SEMICONDUCTORS, FED RISK appeared first on The Arora Report Stock Market News.

To gain an edge, this is what you need to know today.

Aggressive Stock Buying

Please click here for a chart of Nasdaq 100 ETF (QQQ).

Note the following:

• The chart shows QQQ is bouncing off of the top band of zone 2 (support).
• The chart shows zone 1 (resistance).  The consensus wisdom on Wall Street is that this year, QQQ will break above zone 1.
•  For a longer term perspective, from the chart take a measure of how far QQQ has come from the Arora buy signals shown on the chart.
• This morning in the early trade, there is aggressive buying in QQQ which represents mostly tech stocks. 

… Please click here or the title below to read more.

The post AGGRESSIVE STOCK BUYING ON NVIDIA BACKING MASSIVE OPENAI DATA CENTER AND TRUMP PAUSING IRAN ATTACKS appeared first on The Arora Report Stock Market News.

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.’

EVERYONE TALKS GPUS BUT CPUS ARE WINNERS FROM AGENTIC AI – INTEL EARNINGS STOP TECH STOCKS BLEEDING

Jul 24, 2026

To gain an edge, this is what you need to know today.… Please click here or the title below to read more.

The post WEEKLY STOCK MARKET DIGEST: WHAT PRUDENT INVESTORS NEED TO KNOW NOW appeared first on The Arora Report Stock Market News.

To gain an edge, this is what you need to know today.

CPUs For Agentic AI

Please click here for a chart of Intel stock (INTC).

Note the following:

• The Morning Capsule is about the big picture, not an individual stock.  The chart of INTC stock is being used to illustrate the point.
• The chart shows INTC stock is gapping up after good earnings.
• In the early trade, the gap up in INTC stock has stopped the bleeding in semiconductor stocks and other tech stocks that occurred yesterday.
• The chart shows INTC stock had pulled back going into earnings.

… Please click here or the title below to read more.

The post EVERYONE TALKS GPUS BUT CPUS ARE WINNERS FROM AGENTIC AI – INTEL EARNINGS STOP TECH STOCKS BLEEDING appeared first on The Arora Report Stock Market News.

To gain an edge, this is what you need to know today.

Houthi Attacks

Please click here for a chart of Google parent Alphabet 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 to illustrate the point.
• The chart shows GOOG is gapping down after reporting earnings.
• The chart shows a downward sloping trendline.
• The pattern shown on the GOOG chart is a topping pattern.
• Google earnings were better than the consensus and whisper numbers, but here is the rub:
  • Google’s free cash flow for the quarter was negative $5.9B.

… Please click here or the title below to read more.

The post STOCK MARKET SELLING AS HOUTHIS OPEN A NEW FRONT, GOOGLE AI CASH BURN, TESLA HUMANOID SPENDING appeared first on The Arora Report Stock Market News.

To gain an edge, this is what you need to know today.

Red Sea Blockade

Please click here for a chart of leveraged semiconductor ETF (SOXL).

Note the following:

• Semiconductors are the leading sector that has been driving the stock market higher.  SOXL is the momo crowd’s favorite semiconductor ETF.
• The chart shows SOXL rallied to the low band of zone 2 (resistance).
• The chart shows that this morning in the early trade, SOXL is pulling back.
• Coming into this morning, there were high expectations that semiconductors would continue to rally.  However, Houthis of Yemen entering the war is causing oil to rise and upsetting the markets. 

… Please click here or the title below to read more.

The post CHIP RALLY PULLS BACK AS YEMEN’S HOUTHIS ENTER THE WAR; EARNINGS FROM ALPHABET AND TESLA AHEAD appeared first on The Arora Report Stock Market News.

To gain an edge, this is what you need to know today.

Buying In Semis

Please click here for a chart of leveraged semiconductor ETF (SOXL).

Note the following:

• Semiconductors are the leading sector that has been driving the stock market higher.  SOXL is the momo crowd’s favorite semiconductor ETF.
• The chart shows that after breaking below the low band of zone 2 (resistance), semiconductors are rising again and approaching the low band of zone 2 again.
• The pattern shown on the chart has two implications:
  • It is a short term bottoming pattern confirmed by heavier volume shown on the chart.

… Please click here or the title below to read more.

The post BUYING IN SEMICONDUCTORS ON IRAN CEASEFIRE SOAP OPERA, EARNINGS HOPIUM, AND KOREA appeared first on The Arora Report Stock Market News.

AAPL is long from $4.68. It is trading at $333.19. This represents a gain of 7019% for the long-time members of The Arora Report.

Sentiment May Win Over Fundamentals

The AAPL target is being raised because sentiment may drive AAPL stock rather than the fundamentals. This periodically happens to certain stocks and can last a long time. AAPL could be at an inflection point where sentiment becomes the main driver of the stock ignoring fundamentals.

Sentiment

Sentiment is becoming increasingly positive for the following reasons:

• As money flows out of semiconductors and other hyperscalers, it is flowing into AAPL.

… Please click here or the title below to read more.

The post APPLE AT AN INFLECTION POINT — WHAT PRUDENT INVESTORS NEED TO KNOW — RAISING THE TARGET appeared first on The Arora Report Stock Market News.

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.’

IMPLICATIONS FOR PRUDENT INVESTORS OF CHINESE AI BREAKTHROUGH TRIGGERING SEMI SELLOFF

Jul 17, 2026

To gain an edge, this is what you need to know today.… Please click here or the title below to read more.

The post WEEKLY STOCK MARKET DIGEST: WHAT PRUDENT INVESTORS NEED TO KNOW NOW appeared first on The Arora Report Stock Market News.

China internet ETF KWEB has moved up nicely since the last post. Going forward, there are four positive factors:

• In The Arora Report analysis, Chinese AI stocks are relatively inexpensive compared to U.S. AI stocks.
• Chinese models are cheaper than U.S. models. For some tasks, Chinese models are up to 80% cheaper than the U.S. models. Barring interventions by governments, Chinese models are likely to gain market share.
• Chinese AI stocks are getting a boost from Apple’s (AAPL) decision to use Alibaba’s (BABA) Qwen large language model along with AI technology from Baidu (BIDU). Both BIDU and BABA are in ETF KWEB. 

… Please click here or the title below to read more.

The post APPLE BOOSTS UNDERVALUED CHINESE AI STOCKS — WHAT PRUDENT INVESTORS NEED TO KNOW ABOUT THE OPPORTUNITY appeared first on The Arora Report Stock Market News.

To gain an edge, this is what you need to know today.

Korea Leading Semiconductors 

Please click here for a chart of Taiwan Semiconductor stock (TSM).

Note the following:

• The Morning Capsule is about the big picture, not an individual stock.  The chart of TSM stock is being used to illustrate the point.
• Taiwan Semiconductor is important because it manufactures almost all high-performance AI chips.
• The chart shows that even after good earnings, TSM stock has fallen in the early trade.
• The chart shows the drop has caused TSM stock to be close to zone 2 (support).
• In The Arora Report analysis, TSM move above zone 1 (resistance) will indicate another potential leg up in semiconductors.

… Please click here or the title below to read more.

The post KOREA DRIVES SEMI STOCKS LOWER IN SPITE OF GOOD TAIWAN SEMI EARNINGS, APPLE BOOSTS CHINA AI MODELS appeared first on The Arora Report Stock Market News.

To gain an edge, this is what you need to know today.

Cooler PPI

Please click here for a chart of ASML stock (ASML).

Note the following:

• The Morning Capsule is about the big picture, not an individual stock.  The chart of ASML is being used to illustrate the point.
• ASML is important because ASML is the undisputed leader in extreme ultraviolet lithography machines.  Without ASML’s machines, none of the advanced AI chips could have been manufactured.
• The chart shows ASML stock gapping up on earnings.
• The chart shows that even after the earnings gap up, ASML is still below zone 1 (resistance).

… Please click here or the title below to read more.

The post 57 ECONOMISTS WRONG ON INFLATION, ASML EARNINGS BRING OPTIMISM TO AI TRADE appeared first on The Arora Report Stock Market News.

Artificial intelligence continues to drive one of the strongest earnings environments in decades. Consensus estimates call for another year of exceptional earnings growth, but one question matters more than any earnings forecast: is today’s AI-driven earnings growth secular or cyclical? That is the central topic Nigam Arora explores in this interview. The only honest answer is that nobody knows with certainty. That uncertainty should shape how prudent investors approach earnings season.

Many investors are making two costly mistakes. The first is recency bias – looking in the rearview mirror and assuming today’s winners will remain tomorrow’s winners. The second is believing they must choose between two opposing camps: either AI has permanently changed the earnings trajectory of corporate America, or the current surge is simply another powerful semiconductor cycle that will eventually fade.… Please click here or the title below to read more.

The post THE MOST IMPORTANT EARNINGS QUESTION INVESTORS NEED TO ANSWER appeared first on The Arora Report Stock Market News.

To gain an edge, this is what you need to know today.

Important Data Ahead

Please click here for a chart of leveraged semiconductor ETF (SOXL).

Note the following:

• Semiconductors are the leading sector that has been driving the stock market higher.  SOXL is the momo crowd’s favorite semiconductor ETF.
• The chart shows that on Friday, SOXL managed to rally and close at the top band of zone 2 (support).
• The chart shows that in the early trade today, SOXL has fallen back into the middle of zone 2.  The move was driven by price action in the South Korean stock market.

… Please click here or the title below to read more.

The post CRITICAL FOUR HOURS AHEAD, KOREA AND IRAN DRIVE SELLING IN U.S. STOCKS appeared first on The Arora Report Stock Market News.

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.’

SEMIS VOLATILE AS TRADERS WAIT FOR SK HYNIX DISCOUNT TO MICRON CLOSE, U.S. APPROVED CRYPTOBANK

Jul 10, 2026

To gain an edge, this is what you need to know today.… Please click here or the title below to read more.

The post WEEKLY STOCK MARKET DIGEST: WHAT PRUDENT INVESTORS NEED TO KNOW NOW appeared first on The Arora Report Stock Market News.

To gain an edge, this is what you need to know today.

Watch SK Hynix

Please click here for a chart of leveraged semiconductor ETF (SOXL).

Note the following:

• Semiconductors are the leading sector that has been driving the stock market higher.  SOXL is the momo crowd’s favorite semiconductor ETF.
• The chart shows that yesterday SOXL was not able to sustain the initially rally and closed at the top band of zone 2 (support).
• The chart shows in the early trade, SOXL has dipped into zone 2.
• Investors are anxiously awaiting trading in SK Hynix (SKHY).  How SK Hynix trades will move SOXL and, in turn, the entire stock market.

… Please click here or the title below to read more.

The post SEMIS VOLATILE AS TRADERS WAIT FOR SK HYNIX DISCOUNT TO MICRON CLOSE, U.S. APPROVED CRYPTOBANK appeared first on The Arora Report Stock Market News.

To gain an edge, this is what you need to know today.

Buying In Semis

Please click here for a chart of leveraged semiconductor ETF (SOXL).

Note the following:

• Semiconductors are the leading sector that has been driving the stock market higher.  SOXL is the momo crowd’s favorite semiconductor ETF.
• The chart shows that the selloff in SOXL yesterday stopped at the low band of zone 2 (support).
• The chart shows that this morning there is aggressive buying in semiconductors, and SOXL is now above the upper band of zone 2.
• Buying in semiconductors is lifting the overall stock market in spite of the second wave of U.S.

… Please click here or the title below to read more.

The post 7X SK HYNIX OVERSUBSCRIPTION BRINGS BUYING IN SEMIS, EARNINGS SEASON AHEAD, OIL PULLS BACK AFTER IRAN ATTACKS appeared first on The Arora Report Stock Market News.

To gain an edge, this is what you need to know today.

Will President Trump Back Off?

Please click here for a chart of leveraged semiconductor ETF (SOXL).

Note the following:

• Semiconductors are the leading sector that has been driving the stock market higher.  SOXL is the momo crowd’s favorite semiconductor ETF.
• The chart shows that the drop after Samsung’s (SSNLF) great earnings led SOXL below zone 2 (support), but SOXL managed to close above the low band of zone 2 as dip buyers stepped in.
• The chart shows volume yesterday was higher.
• The chart shows that in the early trade this morning, SOXL is below the low band of zone 2.

… Please click here or the title below to read more.

The post SEMICONDUCTORS BELOW SUPPORT; FED MINUTES AHEAD; TRUMP SAYS IRAN CEASEFIRE IS OVER, BUT WILL HE BACK OFF? appeared first on The Arora Report Stock Market News.