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Market Overview - The U.S. stock market showed mixed results, with the Nasdaq closing at a record high, supported by Microsoft, while investors focused on the upcoming Federal Reserve policy meeting, where a rate cut is widely expected due to a slowing job market [2] - The Dow Jones Industrial Average fell by 273.78 points, or 0.59%, to 45,834.22 points, while the Nasdaq rose by 0.44% to 22,141.10 points, and the S&P 500 dipped by 0.05% to 6,584.29 points [2] - The Dow gained 0.95% for the week, the Nasdaq increased by 2.03%, and the S&P 500 rose by 1.59%, marking the best weekly performance for the S&P 500 since early August [2] Individual Stocks - Tesla surged by 7.4%, while Microsoft rose by 1.8%, Apple by 1.7%, and Meta by 0.6%. Nvidia and Google saw minor increases, while Amazon fell by 0.8% and Oracle dropped by 5.1% [2][6] - Microsoft avoided potential high antitrust fines from the EU by offering a discounted Office product without Teams components and reached a non-binding agreement with OpenAI [5] - Warner Bros Discovery's stock increased by nearly 17% amid reports of a potential acquisition offer from Paramount Skydance [6] Economic Indicators - The University of Michigan's consumer confidence index fell to 55.4 in September, the lowest since May, down from 58.2 in August, indicating rising concerns about the economy [4] - The 10-year U.S. Treasury yield rose by 3.3 basis points to 4.06%, while the 2-year yield increased by 1.2 basis points to 3.56% [3] Inflation and Federal Reserve Expectations - Recent inflation reports have reinforced expectations for a Federal Reserve rate cut, with traders fully pricing in a 25 basis point cut next week [5] - The CME FedWatch Tool indicates a 7.5% probability for a 50 basis point cut, with expectations for a total of 75 basis points in cuts this year and an additional 50-75 basis points in the next 12 months [5]