Group 1 - The Waymo-Via Transportation partnership was announced shortly after Waymo and Lyft revealed plans for self-driving taxis in Nashville [1]

Via Transportation and Alphabet’s Waymo are partnering to bring robotaxis to public transit, starting with a suburb of Phoenix https://t.co/naqNdDJeZU ...

Full interview: https://t.co/uo5II968yiThe All-In Podcast (@theallinpod):Uber CEO Dara Khosrowshahi on self-driving's future, changing business model, job displacement, and much more(0:00) Introducing Uber CEO Dara Khosrowshahi(0:59) Uber’s self-driving business: partnerships, market size, LiDAR vs computer vision, safety, distribution(8:14) How https://t.co/rY6eB0zzjY ...

Market Overview - The Dow Jones Industrial Average is up 280 points, approximately 0.61%, outperforming the S&P 500, which shows little change, while the NASDAQ composite is down about 0.33% [2] - The Russell 2000 index is also in the green, with discussions around potential value unlocking for small caps due to anticipated rate cuts [3] - The 10-year Treasury yield has decreased to 4.02%, marking a low not seen in some time [3] Federal Reserve Insights - The Federal Reserve's interest rate decision is highly anticipated, with expectations of a 25 basis point cut already priced in by the market [5][116] - Investors are closely monitoring Chair Jerome Powell's tone during the press conference, particularly regarding the Fed's outlook on labor and inflation [7][8] - There is speculation about potential dissents among Fed governors regarding the rate cut, especially from the newly confirmed Steven Myron [116][118] Company Developments - StubHub is set to go public after raising $800 million, with plans to enhance its profile and clean up its balance sheet post-IPO [40][41] - Apple is launching its new iPhone lineup, which includes significant design changes and improved battery life, with the standard iPhone 17 starting at $799 [58][63] - FedEx is facing a cautious outlook from analysts ahead of its earnings report, with a downgrade to inline from outperform due to slowing retail sales and industrial production [30] Analyst Calls - Loop Capital upgraded Netflix to buy, raising its price target to $1,350, citing strong engagement and content lineup [31] - Bank of America reiterated its buy rating for Walmart, increasing its price target to $125, highlighting growth opportunities in AI-driven e-commerce [32] Commodities and Economic Outlook - Deutsche Bank has raised its forecast for gold prices to $4,000 for next year, indicating a bullish outlook on the commodity [4] - There are concerns about potential inflation acceleration following rate cuts, although current long-term inflation expectations remain contained [12][25]

Core Viewpoint - FedEx Corporation is expected to show revenue and earnings per share growth in its upcoming first-quarter financial results, despite a recent trend of stock sell-offs following earnings reports [1]. Earnings Estimates - Analysts predict FedEx will report first-quarter revenue of $21.67 billion, an increase from $21.60 billion in the same quarter last year [2]. - Expected earnings per share for the first quarter are $3.62, up from $3.60 in the previous year [2]. - The company has beaten revenue estimates in three consecutive quarters but only in four of the last ten quarters overall [2]. Recent Performance and Guidance - FedEx beat earnings per share estimates in the fourth quarter and has surpassed estimates in six of the last ten quarters [3]. - The company's guidance for first-quarter earnings per share is between $3.40 and $4.00, with revenue guidance ranging from $21.60 billion to $22.03 billion [3]. Analyst Sentiment - Analysts have been reducing their price targets for FedEx ahead of the earnings report, indicating a cautious outlook [4]. - Jay Woods from Freedom Capital Markets noted that FedEx has been a frustrating stock, with shares declining after each of the last four earnings reports [4]. - The implied volatility on FedEx's earnings day is +/- 7.1% [5]. Key Items to Watch - Investors will focus on shipment volumes and the impact of a recent partnership with Amazon on FedEx's shipments [5]. - The expiration of a partnership with the United States Postal Service may also affect the company's performance [6]. - FedEx is targeting $1 billion in cost savings by fiscal 2026, and investors will be keen to see any updates on this goal [6]. Analyst Ratings and Price Targets - Evercore ISI Group downgraded FedEx from Outperform to In-Line, lowering the price target from $249 to $243 [7]. - Bernstein maintained a Market Perform rating but reduced the price target from $249 to $247 [7]. - Bank of America Securities downgraded from Buy to Neutral, lowering the price target from $245 to $240 [7]. - JPMorgan maintained an Overweight rating but lowered the price target from $290 to $285 [7]. - UBS maintained a Buy rating while reducing the price target from $297 to $293 [7]. Stock Performance - FedEx stock is currently up 0.9% to $229.64, with a 52-week trading range of $194.30 to $308.53 [8]. - The stock has declined 16.3% year-to-date in 2025 [8].

Lyft's Driver Strategy - Lyft does not foresee a future where it becomes solely reliant on autonomous vehicles, excluding human drivers [1] - Lyft believes human drivers are essential for managing peak demand during rush hour [2] - Lyft highlights the importance of drivers in specific scenarios, such as assisting with luggage or providing companionship [3] - Lyft acknowledges the emergence of self-driving car tours, creating new opportunities for drivers to earn money [4] Future of Drivers - The industry expresses optimism about the continued role of drivers in the future [3] - The industry recognizes the potential for drivers to offer unique services beyond just transportation [4]

Group 1 - The "Hundred Days of Millions of Recruitment" initiative launched 7 online recruitment events from September 15 to September 20, with over 4,900 employers participating and a recruitment demand exceeding 134,000 positions [1] Group 2 - The Artificial Intelligence sector will have over 1,300 employers offering positions such as AI Product Managers, Algorithm Engineers, Data Development Engineers, and Risk Control Modeling Engineers, with a recruitment demand of 15,000 positions [3] - The Education and Training sector will involve over 1,000 employers providing roles for Teachers, University Counselors, Course Consultants, and Academic Administrators, with a recruitment demand of 34,000 positions [3] Group 3 - The New Energy sector will feature over 600 employers offering positions like Wind Power Inspection Engineers, Operation and Maintenance Engineers, and Photovoltaic Engineers, with a recruitment demand of 17,000 positions [5] - The Electrical Machinery Manufacturing sector will have over 1,800 employers providing roles for Electrical Engineers, Mechanical Engineers, and Process Engineers, with a recruitment demand of 64,000 positions [5] Group 4 - The Transportation sector will include over 150 employers offering positions such as Infrastructure Administrators, Logistics Operations Administrators, Supply Chain Administrators, and Safety Administrators, with a recruitment demand of over 1,700 positions [7] - The Medium and Large Enterprises sector will involve over 70 employers providing roles for R&D Engineers, Financial Managers, Research Assistants, and Administrative Specialists, with a recruitment demand of over 3,000 positions [7] - The Social Organizations sector will feature over 40 employers offering positions like Legal Specialists, Academic Specialists, Financial Specialists, and New Media Operators, with a recruitment demand of over 200 positions [7] Group 5 - Employers and job seekers can participate through platforms such as the China Public Recruitment Network, the National Talent Network, and Employment Online [7]

Meanwhile, right here at the New York Stock Exchange, we're watching another public debut. Transportation software company VIA is set to make its debut this after pricing above the expected range. Joining us now in a first on CNBC interview ahead of the first trade, Via Transportation co-founder and CEO Daniel Ramote.Uh Daniel, nice to have you. Thank you so much. And congrats.We all remember, at least Sarah and I do, when you were a ride sharing company here in the New York area, New York City, but you mad ...

Group 1 - Union Pacific Corporation's revenue outlook is solid, driven by strong demand in the bulk and industrial segments and disciplined pricing strategies [1] - The bulk segment is benefiting from increased coal demand and new contracts [1]

Company Overview - Downer EDI Ltd (ASX:DOW) has seen its share price increase by 36.9% since the beginning of 2025, indicating potential investment interest [1] - The company is a leading provider of integrated infrastructure services in Australia and New Zealand, focusing on construction, maintenance, and operation of transit systems, utility services, and public infrastructure [1] Revenue Segmentation - Downer's operations are divided into three main segments: Transport, Utilities, and Facilities, with the Transport division contributing just over 50% of total revenue, Utilities around 20%, and Facilities approximately 30% [2] Industry Performance - The S&P/ASX 200 Industrials Index has returned 8.5% over the last 5 years, matching the ASX 200 return, suggesting a favorable environment for industrials sector investments [3] - Companies in the industrials sector, including Downer, often have strong and reliable revenue streams due to long-term government contracts and essential services [4][5] Revenue Growth and Stability - Downer EDI Ltd has experienced a compound annual growth rate (CAGR) of -1.6% in revenue over the past 3 years, indicating some challenges in revenue growth [6] - The company currently offers a dividend yield of 2.34%, with an average of 3.7% over the last 5 years, making it an attractive option for income-seeking investors [7] Economic Correlation - Investment in industrial companies like Downer is closely tied to economic growth, as revenue is linked to government infrastructure spending and population growth [8] Valuation Insights - The current dividend yield of Downer EDI Ltd is around 2.34%, which is below its 5-year average of 3.74%, suggesting that shares may be undervalued [9] - The decline in last year's dividend compared to the 3-year average indicates a potential downward trend in dividend payments [10]