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On Monday September 20, 2010, 5:59 pm EDT

The recession is over! So where's the party?

WASHINGTON (AP) -- It turns out the recession ended more than a year ago.

The panel that determines the timing of recessions concluded Monday that this one ended -- technically, anyway -- in June 2009, and lasted 18 months. The duration makes it the longest since World War II.

It may be over, but you won't be hearing any cheers from the millions of Americans who are struggling to find a job. Or are worried about the ones they have. Or have lost their homes. Or are behind on the mortgage.

Fed to mull what would trigger bolder aid action

WASHINGTON (AP) -- Federal Reserve policymakers are poised to have a lively debate Tuesday about what steps -- if any -- are needed to get the economy moving. But few expect any major initiatives to come out of the meeting.

There are differing views at the Fed's main policymaking group -- the Federal Open Markets Committee -- about what should be done. And some pressure is off after a few mildly positive economic reports showed the pace of layoffs has slowed, shoppers' appetites to spend has picked up and factory production is growing.

The reports have helped to ease concerns about the economy slipping back into a new recession, giving the Fed Chairman Ben Bernanke and his colleagues a little breathing room.

Recession pain still real, despite end, Obama says

WASHINGTON (AP) -- President Barack Obama said Monday he doesn't care that the Great Recession has been declared over by a group of economists. For the millions of people who are out of work or otherwise struggling, he said, "it's still very real for them."

Obama denied that he was anti-business or anti-Wall Street in his economic proposals, commenting under close questioning during a town hall-style meeting broadcast live on CNBC.

Stocks extend Sept. rally; S&P breaks out of range

NEW YORK (AP) -- Stocks extended their September rally into a fourth week Monday as investors hoped for more moves by the Federal Reserve to prop up the economy.

Buying accelerated after the Standard & Poor's 500 index, the market measure most often used by professional traders, broke through the high end of its recent range. Technical analysts see that as a bullish sign for the market.

The Dow Jones industrial average jumped 146 points to its highest close since May. Buyers were also encouraged by an announcement from a group of economists declaring that the most recent recession ended in June 2009.

Hewlett-Packard and former CEO Hurd reach truce

SAN FRANCISCO (AP) -- Mark Hurd, the ousted CEO of Hewlett-Packard Co., has squashed a lawsuit from his former employer that sought to stop him from working at rival Oracle Corp.

HP announced the settlement of its lawsuit Monday after the markets closed.

Under the terms of the settlement, Hurd agreed to give up the approximately $30 million in stock he was given in his severance package.

The PC maker said it is confident that Hurd can perform all his duties as an Oracle co-president without spilling HP's trade secrets.

Wal-Mart to aggressively roll out smaller stores

NEW YORK (AP) -- Wal-Mart Stores Inc. is planning an aggressive push into urban markets with a new small format that's a fraction of the size of its supercenters.

The expansion, expected to be spelled out next month at the retailer's meeting with analysts at its headquarters in Bentonville, Ark., is aimed to pump up sluggish U.S. sales.

Real estate executives said that over this past summer, the world's largest retailer has been scouring for small locations, around 20,000 square feet, in urban areas including New York City, San Francisco and other cities. That size is larger than a typical drugstore but smaller than a supermarket.

IBM buying Netezza for about $1.7 billion

NEW YORK (AP) -- IBM Corp. said Monday it has agreed to pay $1.7 billion for Netezza Corp., a company that helps businesses sort through data on corporate servers.

The deal would help IBM expand in an area known as "analytics," where the company sees a major source of growth over the next few years. IBM expects to grow annual revenue from analytics services, software and hardware sales to $16 billion by 2015, up from $9 billion last year. It estimates the total annual market now amounts to roughly $100 billion.

IBM has been pushing into the analytics business through acquisitions. The company says it has spent $12 billion on 23 separate analytics companies over the past four years. Its biggest takeover in 2009 was a $1.2 billion deal for SPSS Inc., a company that makes analytics software for predicting future trends.

Homebuilders' confidence stuck at 18-month low

WASHINGTON (AP) -- Homebuilders' confidence in the housing market stayed this month at the lowest level in 18 months, and more worry that the traffic of potential buyers is falling.

The National Association of Home Builders said Monday that its monthly index of builders' sentiment was unchanged in September at 13. The index has now been at the lowest level since March 2009 for two straight months.

Readings below 50 indicate negative sentiment about the market. The last time the index was above 50 was in April 2006.

Lennar returns to profit in 3Q and shares soar

LOS ANGELES (AP) -- Lennar Corp. returned to a profitable third quarter Monday as strong completed sales helped drive a 14 percent jump in revenue and the homebuilder's construction costs declined.

But the absence of federal homebuyer tax credits sapped demand in the June-August period and new home orders fell 15 percent.

President and CEO Stuart Miller said June was the slowest month of the quarter, while July and August were "a little less horrible."

Discover profit falls due to year-ago settlement

NEW YORK (AP) -- Increased use of its credit cards and improved customer payment habits helped lift Discover Financial Services Co.'s fiscal third-quarter results, the company said Monday.

Sales volume for purchases made with its cards rose 5 percent over a year ago, to $24 billion. Late payments and write downs due to nonpayments fell.

For the three months ended Aug. 31, Discover Financial said net income attributable to common stockholders was $258.2 million, or 47 cents per share.

By The Associated Press

The Dow Jones industrial average rose 145.77 points, or 1.4 percent, to close at 10,753.62.

The Standard & Poor's 500 index rose 17.12, or 1.5 percent, to 1,142.71. The Nasdaq composite rose 40.22, or 1.7 percent, to 2,355.83.

Benchmark crude for October delivery rose $1.27 to settle at $76.19 a barrel on the Nymex. Heating oil added 4.02 cents to settle at $2.1394 a gallon, gasoline gained 3.04 cents to settle at $1.9496 a gallon and natural gas fell 20.2 cents to settle at $3.822 per 1,000 cubic feet.

In London, Brent crude rose $1.50 to settle at $79.32 a barrel on the ICE Futures exchange.

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