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 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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Shesa's Weekend Stock Market Updates - 4|18|26

Welcome to my weekend updates Last week the stock market had a huge run. A couple of weeks ago, Nadaq and S&P were in the correction territory and all of a sudden we saw a turnaround.  Both Nasdaq and S&P 500 hit new all-time high last week. On Friday, the S&P 500 closed above 7,100 for the first time, Nasdaq posts longest 13th consecutive win streak since 1992 . The turnaround in the market surprised most of the investors and traders alike! It was too much too fast from negative to positive sentiment. Why did it happen? I will share my view later. Let's a take a look to the indexes: S&P 500 hit new record at 7,126, up +4.5% for the week. Nasdaq, up +6.8% to 24,468. DOW closed at 49,447. The Russel 2000 Small Cap Index is up about 12% year to date beating all other indexes.  What caused this rally?     Easing Iran tensions (Strait of Hormuz reopened, ceasefire hopes) sent oil price sharply lower. Producer Price Index ( PPI ) for March rose ju...
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Shesa's Weekend Stock Market Updates - 6|26|26

Welcome to my weekend updates The U.S. stock market had a positive week overall for the week ending Friday, April 24, 2026, with major indexes showing resilience amid easing geopolitical tensions, including ceasefire extensions and hopes for U.S. and Iran talks.  We saw strong performance in Semiconductor stocks fueled by Intel's solid earnings report.  Overall,  for the week, Nasdaq: Up 1.5% (closed at 24,837), led by Semiconductor stock - INTC, AMD, TSM, NVDA, ARM etc. The S&P 500 was up about 0.6% (closed at 7,165) but Dow Jones was down -0.4% (closed at 49,231). Oil closed around $95 a barrel. This week we will see marathon of tech giants report earnings and that may determine the next market move.  Meanwhile, the negotiation between U.S and Iran over the weekend was cancelled, so no further progress. Other News Apple ( AAPL ) names John Ternus CEO, replacing Tim Cook, who becomes chairman effective September 1. 2026 SpaceX  ...
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