Pics from INVESTMENT MEET on 6|8|25

 Please find the pics from our Investment Meet on 6|8|2025.






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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 September 2026 Investment Blog

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Shesa's Weekend Stock Market Updates - 8|30|26

Welcome to my weekend updates Last week began on a mixed-to-soft note, with tech and semiconductor stocks under pressure. However, momentum improved midweek following fantastic earnings results and upbeat forward guidance from Nvidia, Salesforce, and CrowdStrike. Nvidia delivered strong revenue guidance, driven by continued strength in AI and data centers, while Salesforce and CrowdStrike also reported impressive results. The strong earnings helped lift the Nasdaq and broader technology sector on Thursday. However, on Friday, we saw a modest pullback as Fed Chair Kevin Warsh’s comments reiterated the Fed’s focus on fighting elevated inflation. His Jackson Hole speech was interpreted as hawkish, raising expectations that the Fed could consider further rate hikes in the near future. Let’s take a look at how the major stock indices performed last week. S&P 500: +0.5%, Closed at 7,711.76 | Year-to-Date:  up +12.7% Dow Jones: +0.5%, Closed at 53,559.99 | Year-to-Date: up +...
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