I Nvidia's results and prospects exceed expectations they laughed again boost to the markets, at least temporarily alleviating fears of a bubble in technology stocks. The positive effect was immediately reflected in the main European stock markets, which opened the session higher after recent pressure, while globally, optimism also spread Tokyo, which ended the session with a brilliant +2,65%, signaling a recovery led by the tech sector.
READ MORE Stock Markets Awake From a Nightmare Thanks to Nvidia di G. Bruschi
Investors remain cautious as they await the US labor market data September, postponed due to the shutdown, which will be crucial to understanding the future direction of the Federal Reserve. The minutes of the October Fed meeting, released Wednesday evening, highlighted concerns for a possible increase in inflation, reducing the probability of a December rate cut to 33% from 50%, according to CME FedWatch Fed Funds futures. Expectations of tighter monetary policies have strengthened the dollar at 1,1520 per euro, while the'gold drops to $4.064 an ounce.
A Business Square as in all of Europe the session is colored green: Hera e Leonardo, who bounces back after the decline of the day before, lead the gains, as it recovers ground stm, supported by the rally in technology stocks. Banks also performed well, as did Prysmian e Azimuth, while showing weakness Stellantis, Campari e DiasorinOn the luxury front, expectations are growing for further acquisitions by the group. Prada, with possible interest in Giorgio Armani. Outside the main list, it runs Mfe-Mediaforeurope after the good results of the first nine months of 2025, with strong growth in profits and free cash flow.
Lo spread The BTP-Bund yield fell slightly to 73 basis points, while the yield on the 10-year BTP remained stable at 3,45%.
On the cryptocurrency front, Bitcoin rose above $91 after hitting a seven-month low of $88.522, signaling a recovery following fears of a possible artificial intelligence bubble, but CoinShares experts emphasize that investors remain cautious due to macroeconomic uncertainty. In the energy sector, the Petroleum remains stable with WTI at 59,42 dollars and Brent at 63,72 dollars, while gas natural gas in Amsterdam shows a slight increase to 31 euros per MWh.
