The CAC 40 rose modestly to around 8,393 on Thursday, extending gains from the previous session as optimism over AI-driven growth prospects persisted. Investor confidence was boosted after Micron Technology posted solid quarterly results and an upbeat revenue outlook, reinforcing expectations of sustained AI-driven demand and helping revive appetite for technology stocks following the recent global selloff. Market sentiment also benefited from progress on the US-Iran ceasefire, as oil flows through the Strait of Hormuz increased, easing concerns over potential supply disruptions. Domestically, France's consumer confidence indicator rose to 84 in June from a more than three-year low of 82 in May, slightly surpassing market expectations of 83. Among individual stocks, gains were led by L'Oreal (1%), Schneider Electric (0.9%), ENGIE (1.1%), and STMicroelectronics (4.3%). On the downside, LVMH fell 1%, Hermes lost 0.7%, Airbus declined 0.5%, and Sanofi dropped 1.1%.