Stocks climb following September CPI data, Intel shares jump on Q3 earnings and chip demand

分组1 - Ford has lowered its expected tariff costs for the year by $1 billion to approximately $2 billion, expecting to offset half of this through price increases and cost cuts [2][50] - Intel's stock has seen a significant increase, up 100% year-to-date, following minor signs of business stabilization and the backing of high-profile investors like the US government and Nvidia [3][28] - The consumer price index (CPI) report showed inflation at 3% for the 12 months ending in September, slightly below the consensus forecast of 3.1%, which may lead to another rate cut by the Federal Reserve [4][11] 分组2 - Home improvement stocks, including Ethan Allen, Wayfair, and Restoration Hardware, have shown positive momentum, with increases of over 2%, as investors anticipate potential interest rate cuts [8][9] - The bond market is experiencing a decline in yields, with the 10-year Treasury yield falling below 4%, indicating a possible slower growth outlook [7][17] - Procter & Gamble (PNG) reported an earnings beat of 11 cents, with organic sales growth for the 40th consecutive quarter, despite challenges in the US consumer market [12][34][42] 分组3 - The market is pricing in expectations of five rate cuts by the end of next year, creating a gap between market expectations and the Federal Reserve's guidance [14][24] - PNG has reduced its annual tariff cost estimate to about $400 million after tax, down from a previous forecast of $800 million, indicating that tariffs are less of a headwind than initially projected [35][37] - T-Mobile's upcoming CEO plans to focus on network differentiation and digital transformation to enhance customer experience and drive growth [56][60]