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Shesa's Weekend Stock Market Updates - 5|10|26

Welcome to my weekend's updates Last week stock market continued to go up boosted by Very good earnings from AMD and SanDisk that reignited the semiconductor rally! On Friday, May 8, stocks further rose to records after a stronger than expected April jobs report ( 115k jobs added vs. 55k expected). The unemployment rate held at 4.3% . ADP said, Private payrolls rose by 109,000 in April, topping Wall Street’s expectations of 84,000. Now let see the Indexes: S&P 500: Up 2.3% (+168.81 points), closing at 7,398.93 (new record high). Nasdaq Composite: Up 4.5% (+1,132.63 points), closing at a record 26,247.08.  Dow: Up 0.2% (+109.89 points), closing at 49,609.16.  Russell 2000 (small-caps): Up 1.7% .  Semiconductor Index has gone up a spectacular 45% this year Other News President Tump and Chinese president Xi Ping meets from May 14 - 16 . This may be important from market perspective SpaceX and Anthropic had a deal last week wherein Anthropic will be renting ...
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Shesa's MAY 2026 Investment Blog

  By Shesa Nayak Welcome to Shesa’s investment Blog!  U.S Stock Market Update April was one of the spectacular months for the stock market in years. Starting 7th of April, the market started picking up and resulted as one of the strongest month. The S&P 500 surged over 10.5% , marking its best monthly gain since 2020. The Nasdaq jumped humongous 15.3% , and the Dow was up 7.1% , all closing near record highs. The S&P closed at 7230.12 and Nasdaq closed at 25,114.44. When I wrote my last blog, the market was going nowhere but down. But what a turnaround!  Suddenly it took a U turn and rocketed higher taking most retail investors in surprise. Furthermore, Small Cap index Russell 2000 is up 13.33% and Semiconductor is up a massive 31.08% this year.  So what drove the market for such a huge run? I can attribute it to solid corporate earnings, especially from big tech and AI-related companies. Most of the big tech released their earnings last week. Google’s resul...
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