The stock markets have had a mixed performance in recent weeks. In France, the CAC 40 index rose 0.79% to 7,897 points, led by gains in companies like STMicroelectronics (+6.5%), Schneider Electric (+3.5%), and Legrand (+3.4%). However, for the week, the index dropped 2.2%. European inflation rose to 3.8% year-on-year in September, higher than the expected 3.6%, which put pressure on the European Central Bank (ECB). Despite this, investors are looking at more positive signs, such as falling oil prices and easing bond yields, especially in the U.S. In the United States, only 29,000 new jobs were created in September, far below the expected 85,000 to 90,000. This slowdown has made it less likely that the Federal Reserve (Fed) will raise interest rates further, which has led to lower bond yields and higher stock prices. The S&P 500 rose 0.6%, and the Nasdaq gained 1%, with tech stocks like Tesla (+5%) and ASML (+3%) performing well. Stellantis, a major automaker, saw its stock rise 0.94% to 3.88 euros, one of the best performers in the CAC 40. The company reported strong sales in Italy, with a 12.6% increase in September compared to the market's 9.9%, raising its market share to 27.8%. However, it still faces challenges like margin pressures and competition from China. Legrand, a company that makes electrical and digital products, rose 3.43% to 144.55 euros after investment firm Evercore ISI upgraded its recommendation to "buy" and set a price target of 175 euros. The firm aims for 6% to 8% annual growth between 2027 and 2030, driven by demand from data centers and artificial intelligence. In contrast, Stif's stock dropped 58.36% to 18.99 euros, hit by the loss of Tesla as a major client starting in 2027. This client accounts for about 20% of Stif’s revenue. The company has revised its 2030 revenue target down to 170 million euros from 200 million, even though it still has other major clients in the energy storage sector. Micron, a key player in the memory chip industry, has seen its stock rise 275% since the beginning of the year. The company benefits from a shortage of memory chips, which are crucial for data centers, and demand is much higher than production. Micron expects this shortage to last until 2027 or 2028, leading to major investments and long-term contracts. Looking at broader market trends, the Euro Stoxx 50 index dropped 2.3% in September but rose 8% for the year. The CAC 40 fell 4.4% in September and 2.8% for the year. In Germany, the DAX 40 index declined 4% in September but rose 3.2% for the year. In the U.S., the Russell 2000 index, which tracks small-cap companies, fell 5.4% in September but rose 14.8% for the year, showing strong performance despite the overall market decline. In Asia, the Kospi index in South Korea rose 0.3% in September and 66.2% for the year, while the Nikkei in Japan rose 0.7% in September and 35.7% for the year. In China, the Shanghai Composite index fell 3.6% in September and 3.2% for the year. Commodities saw Brent crude oil rise 7.9% in September and 64.4% for the year, while gold and silver prices dropped. Currencies and cryptocurrencies had mixed results, with Bitcoin rising 6.3% in September but falling 1.8% for the year. The performance of 2026 has been uneven, with strong gains in Asia and the U.S., especially in technology sectors, while Europe has lagged behind. The Russell 2000, which tracks small-cap U.S. companies, has shown resilience, rising 14.8% for the year.