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Shesa's JULY 2026 Investment Blog

                                                                                                         By Shesa Nayak Welcome to Shesa’s investment Blog!  U.S Stock Market Update After spectacular two months, the month of June delivered a mixed but constructive month for U.S. stocks, characterized by volatility, sector rotation, and continued strength in the broader market. After a powerful spring rally, the market consolidated with signs of healthier breadth as leadership broadened beyond mega-cap technology names. Many individual technology stocks, especially in semiconductors experienced sharp sell-offs last week despite the fact that Nasdaq went up. The rotation t...