Photo from our Investment Meet of 3rd July

 



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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 Stock Market Weekend's Update - 5|17|26

Welcome to my weekend's updates After some good rallies the U.S stock market indexes declined on Friday, May 15, 2026, pulling back from recent record highs. The S&P 500 closed at 7,408.50, up 0.1% . This marked the seventh consecutive weekly gain. The Dow Jones Industrial Average: Closed at 49,526.17.
Weekly change, down -0.2% and Nasdaq closed at 26,225.14, down -0.1% .  Main Reasons for the stock declined last Friday. Treasury Yields and Inflation Fears
. The 10 years Yields surged, above 4.55% and the 30-year hitting multi-year highs around 5.1–5.12% due to high Inflation data. Higher oil prices   from Geopolitical tension kept oil prices high $105 a barrel.  Profit taking : The Nasdaq and related sectors (e.g., Nvidia, Intel, AMD, Micron) had rallied sharply in prior sessions on AI enthusiasm. Investors took some profits after the run-up The market’s apprehension about new Fed Chai r Kevin Warsh.  Post-Summit Uncertainty 
 after President ...
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Shesa's Stock Market Weekend Updates - 5|25|26

Welcome to my weekend's updates Last week stock market had a modest run with multiple consecutive weekly gains, driven by resilient earnings and AI enthusiasm. Nvidia (NVDA) had another good quarter and solid guidance but stock retreated down. Oil prices and bond yields went up significantly and later in the week it came down slightly giving some respites for the investors. It can be noted that the 30-year Treasury yield briefly topped 5.19% on last Tuesday  for its highest level in nearly 19 years . Let's see the indexes now.  S&P 500: Closed at 7,473.47, up 0.88% marking its eighth consecutive weekly gain, the longest streak since late 2023. Dow Jones closed around 50,580, up 0.58% . Nasdaq had modest gain rising 0.45% finishing at 26,343.97 for the week. Key News Per President Trump, a peace deal between the US and Iran has been “largely negotiated,” and 90-95% complete per report for the opening of Strait of Hormuz. If it happens, it would bring the oil pri...
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