 Homebuilders, real estate owners, and other stocks that benefit the most from easier interest rates led the way. Slumps for Nvidia, Tesla, and other influential stocks masked the underlying strength. That dragged the S&P 500 down 0.9%. The NASDAQ fell 2%. The Dow edged up 32 points. That's about 0.1%. Bond yields fell sharply after the inflation report came in cooler than expected. The yield on the 10-year Treasury note dropped to 4.21%. Seth Soutel, New York.