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...
It was a great session.
ReplyDeleteThanks Vineet. Nice to know and thanks for your feedback!!
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