Shesa's JULY 2025 Investment Blog
By Shesa Nayak U.S. Stock Market Update The U.S. stock market has rallied to record highs in July 2025, with the S&P 500 closing at 6,279.35 on July 3, up 6.76%, and NASDAQ up 6.68% for the year. These gains were driven by a strong June jobs report (147,000 nonfarm payrolls vs. 110,000 expected) and a U.S.-Vietnam trade deal with 20% tariffs. But ADP reported private sector lost -33,000 jobs in June vs. +100,000 expected. Trump’s one Big Beautiful Bill passed in the congress and signed by Donald Trump on July 4. The Geopolitical situation has subsided after U.S bombing Iranian nuclear facilities. The stock market has been cheering and AI stocks are leading the way along with some of the industrials stocks. A word to the wise “A recent MIT study found that workers using AI saw a 60% jump in productivity . That’s not hype - that’s hard data showing AI’s transformative power for businesses. So, if we still think that AI is a hype, it’s time to re-think!! Trade De...