Group 1: Tesla and Electric Vehicles - Tesla is set to report its quarterly earnings, with expectations for updates on advancements in robotics and artificial intelligence, following a strong rally in its stock price [3][4] - The company experienced stronger-than-expected deliveries as consumers rushed to take advantage of expiring EV tax credits, which likely benefited other automakers like Ford and General Motors [4][5] - CEO Elon Musk may provide insights into the expansion of Tesla's robotaxi services and self-driving technology during the earnings call [5] Group 2: Intel and Semiconductor Industry - Intel's earnings report is anticipated after a series of investments that have boosted its stock, including a partnership with AI leader Nvidia [5][6] - The semiconductor industry is under scrutiny as Intel's performance could indicate broader trends in the sector, especially following recent stock surges [6] Group 3: Economic Indicators and Federal Reserve - The Consumer Price Index (CPI) for September is expected to be the last major economic data point before the Federal Reserve's interest rate decision, with forecasts indicating a slower pace of price increases compared to August [2][7] - The Fed's focus is shifting towards the weakening labor market, which may influence their decision on interest rates, particularly if inflation remains higher than expected [8]

Company Performance - Uber Technologies (UBER) shares fell by 5% following the announcement of a partnership between Waymo and Lyft to launch robotaxi services in Nashville, which increased Lyft's shares by over 13% [5][9]. - Insulet (PODD) shares decreased by 3% after the announcement of a CFO transition, although the company expects third-quarter revenue growth to exceed prior expectations due to strong customer additions [6]. - Workday (WDAY) stock surged by 7.3% after activist investor Elliott Investment Management disclosed a stake worth more than $2 billion, expressing confidence in the company's management and operational plans [10]. Market Overview - The S&P 500 index ended with a slight loss of about 0.1% after the Federal Reserve announced a quarter-percentage-point reduction in benchmark interest rates, with the Nasdaq down 0.3% and the Dow up 0.6% [3][8]. - Stocks related to the home building sector experienced declines despite the Fed's interest rate cut, as home builder confidence remained at its lowest level since December 2022, with Builders FirstSource (BLDR) losing 5.6% and Mohawk Industries (MHK) dropping 4% [4]. Sector Movements - Hologic (HOLX) shares increased by 7.7%, marking the top performance in the S&P 500, following reports of renewed acquisition discussions with investment firms Blackstone and TPG [7]. - Fox Corp. (FOXA) shares gained around 3% as Lachlan Murdoch solidified his leadership, with plans to attract younger audiences through new initiatives [11].