Photo from our Investment Meet of 3rd July

 



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Shesa's Weekend Stock Market Updates - 8|2|26

Welcome to my Weekend's update Last week was a roller coaster ride for the technology investors. Nasdaq experienced a sharp drop after the FOMC meeting on Wednesday. It almost reached to the correction territory, down -9.85%  from its all-time high. The AI and semiconductor related stocks were decimated but finally saw some light at the end of the tunnel as market bounced back on Thursday and Friday due to strong earnings from Microsoft and Amazon. The market jitter was aggravated after the press conference of Fed chair Kevin Warsh. The investors got confused about FED's action and got panicked. Having said that, stocks finished higher for the week capping a volatile July with a rebound driven by strong Big Tech earnings that eased some AI-spending concerns. For the full month of July, the Dow eked out a small gain 0.3%, while the S&P 500 was down -0.1%  and the Nasdaq fell sharply -3.2% .  Economic report last week   The FOMC kept the interest ra...
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Shesa's Weekend Stock Market Updates - 8|16|26

Welcome to my weekend updates Last week most of the U.S. indexes finished the week mixed. The market extended its recent winning streak on the S&P 500 and Nasdaq, supported by cooling CPI/inflation data and solid corporate results from some AI Data Center companies. This year the small-caps stocks outperformed, suggesting broader participation. So far, Q2 earnings season continued to impress, with a high percentage of S&P 500 companies beating estimates and overall earnings growth tracking around 50% , well above earlier forecasts as AI adoption continues. The AI infrastructure spending and related semiconductor companies have been delivering great results. More importantly,  the CPI and PPI data were good for investors as it reduced market odds of a September Fed rate hike from around 50% earlier in the week to around 30% by Friday.  Here is how the stock indices performed for the week: S&P 500 was up +0.4% to close at 7,785.76, marking its third c...
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Shesa's Weekend Stock Market Updates - 8|9|26

Welcome to my weekend updates Good afternoon. First of all, my August blog is delayed. Possibly, I may publish the blog for August and Sept in next week/two.  Last week U.S. stocks delivered one of its best performance since April, with major indexes posting solid gains and the S&P 500 closing at all-time record high. Some tech stocks bounced but please note that more than 60% of the tech stocks are still  down  around 20% or more. Let's take a look how the stock indices performance last week: •  S&P 500: Up +3.6% (closed at 7,757.62 record high) •  DOW: Up +3.0% (closed at 54,036.93) •  Nasdaq Composite: Up +5.2% (closed at 26,690.62) •  Russell 2000 (small caps): Up 3.5% (closed at 3,034.50)  Te main reason for the positive market was momentum after strong corporate earnings (especially AI-related strength from companies like Microsoft and Amazon. Furthermore, the SpaceX ( SPCX ) stock  rebounded 23% after the earnings and expir...
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