(BFM Stock Exchange) – Brought by a wind of global optimism, the Parisian index gained 1.15% to 8,143.92 points this Wednesday, October 26.

The Paris Stock Exchange found the going on Wednesday 26 Fervier. After two consecutive decrease sessions, CAC 40 resumed 1.15% to 8,413.92 points.

The Parisian index seemed to be caught up in a regain of general appetite for the risk which concerned all European scholarships (the Dax 40 took 1.7%) and spread to Wall Street, where the S&P 500 advances by 0.8%and the Nasdaq Composite earns 1.2%.

The market was able to be carried by the announcements around the discussions which must succeed at the end of the conflict in Ukraine.

“After weeks of political theater and diplomatic maneuvers, Ukraine discreetly concluded an agreement on minerals with the United States, a decision that goes beyond economic cooperation and which strategically links the future of Ukraine to the interests of Washington”, notes Stephen Innes of Spi am. “Despite the initial resistance and the refusal of public opinion, kyiv ended up In the long term of the United States, it is necessary to meet its requirements, “he adds.

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Stellantis suffered

Investors are mainly waiting for the publication of Nvidia’s results this Wednesday evening, the second market capitalization in the world behind Apple.

The accounts of the specialist in graphic processors will be revealed while certain pessimism fell on the groups of American tech on the stock market. With the exception of Meta, the actions of “seven magnificent” all have been evolving in red since the beginning of the year. This was notably caused by the rise of the Chinese start-up Deepseek, whose models of AI language at lower costs impressed the market. And cast a doubt about the expenses of American companies in AI.

That said, Nvidia may have as much influence on the entire market as in the past. “The correlation between Nvidia and the rest of the US stock market has been reduced. It is only 30% against 71% last year,” explains Christopher Dembik, of Pictet AM. “This means that, regardless of market reaction, the impact should be lower on American actions than in the last quarterly results,” he adds.

In the meantime, the regain of appetite for the risk benefits several heavyweights on the Paris coast, including Schneider Electric (+3.2%), or Saint-Gobain (+2.8%).

On the other side of the spectrum, Stellantis plunged 4% after having published results and especially disappointing prospects for 2024.

Worldline has collapsed by 17% for exactly the same reasons.

On the side of the average capitalizations, Interparfums gained 4.7% after having published a profitability a little above expectations and having noted its turnover target for 2025.

In other markets, the euro loses 0.05% against the dollar at $ 1.051.

Oil is sluggish. The April contract on the Brent de Mer of the North fell 0.08% to 72.96 dollars per barrel while the same maturity on the WTI listed in New York abandons 0.1% to 68.86 Dollars per barrel.