Photos from Investment Meet on 2|26|23

Friends,

THANKS to all the participants who attended my last Investment Meet on 2|26|23.





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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 
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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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