The CAC 40 rose 0.6% to close at 8,432 on Thursday as oil prices remained near pre-conflict levels and optimism over AI-driven growth prospects returned. Growing confidence in a lasting US-Iran agreement encouraged more tankers to transit the Strait of Hormuz, keeping oil prices low and easing inflation concerns. Financial stocks posted gains, with BNP Paribas up 1.5%, AXA advancing 0.7%, and Societe Generale gaining 2.8%. Meanwhile, STMicroelectronics rose 2.7% after Micron reported strong quarterly results and issued an upbeat revenue outlook, pointing to sustained AI-related demand and helping revive appetite for technology stocks after the recent global selloff. Industrial stocks traded mixed, with Safran up 1.6%, while Thales fell 3.1% on progress toward a US-Iran ceasefire. Luxury stocks were also mixed, with LVMH and L'Or