Investment Meet on SATURDAY, 7/3/21

My next Investment Meet will be taking place on SATURDAY, 7/3/21 at 4pm PST.

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Shesa's August 2025 investment Blog

 By Shesa Nayak Welcome to Shesa’s Blog U.S. Stock Market Update   The U.S. stock market (Nasdaq and S&P) rallied to multiple record highs during the month of July 2025 with the S&P 500 went up about 3% and NASDAQ up about 3.7% for the month. After making multiple highs, all of a sudden there was a jolt in the stock market last Friday attributed to terrible job reports, and Trump’s tariffs concerns of August 7 deadline potentially increasing the reciprocal tariffs. We have entered into August followed by September which happens to be the worst month of the year for the stock market, hence we must be watchful to the market situation. Q2 Earnings We saw marathon of big tech companies earnings in last couple of week. Almost every company had a beat on top and bottomline with the exception of Tesla. Apple, Amazon, Google and Netflix came with good earnings. But the star performers in the large tech sector were META and Microsoft . The earnings season will continue fo...
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Shesa's Stock Market Weekend Report - 7|20|25

U.S. Stock Market Weekly Summary Though last week was nothing exciting, S&P and Nasdaq made new highs. We are in the Q2 earnings season. Most of the key banks and financial institutions reported earnings last week. This week we will see two tech giants report their earnings . I am also expecting to see some trade deals this week. But let's glance through what happened last week. S&P 500 up 0.6% , closing at 6,296.79, hit record highs. Nasdaq was up 1.5% , closing at 20,895.66, fifth straight record high. DOW was up 0.1%, closing at 44,342.19. Market Drivers: Strong bank/tech earnings, 0.6% June retail sales rise, jobless claims at 221,000. GENIUS Act boosted crypto. Tariff threats (30% EU/Mexico, 25% Japan/South Korea) added volatility, eased by hopes of trade  negotiation. Sectors: Financials and Technology up; energy down 0.65%. So far this year, Nasdaq has gone up 8.2% and S&P 500 is up 7%, Economic Report last week The CPI/Inflation increased 0.3% for t...
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Shesa's Weekend Update - 7|27|25

Welcome to my Weekend Updates! Stock Market Last week Last week, the S&P 500 was up 1.5% to close at 6,388.64, marking its 14th record close in  2025. The Nasdaq gained 1% , ending at 21,108.32, with its 15th record close . The Dow Jones Industrial Average rose 1.3%, settling at 44,901.92, just 0.25% shy of its December 4 peak. Tech and utilities led, fueled by strong earnings from Alphabet and robust economic data, despite tariff concerns. On July 22, 2025, the U.S. and Japan finalized a trade deal setting a 15% tariff on Japanese imports to the U.S., down from a planned 25%. Japan will invest $550 billion in the U.S.  Earnings last week and my View Google ( GOOG ) Revenue:  $96.43 billion vs. $94 billion. Earnings per share:  $2.31 vs. $2.18. Google Cloud revenue:  $13.62 billion   vs.   $13.11 billion, up 31% YOY. Google’s announcement of a $10 billion increase in its capital expenditure outlook, reaching $85 billion. It indi...
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