Stocks rallied after the CPI report met expectations, boosting hopes for a Fed rate cut. Inflation for August was 2.9%, with core inflation at 3.1%. The upcoming Fed meeting is likely to see a rate reduction. H&R Block’s shares dropped 6% due to an earnings miss and weak guidance. The company’s fiscal 2026 forecast fell short of estimates. H&R Block is down 1.8% since the start of the year. Investors who bought $1,000 worth of shares 5 years ago would now have $3,478. Thematic investing can identify promising growth stories like Microsoft, Alphabet, Coca-Cola, and Monster Beverage.

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