French stocks are on a roll today, bouncing back after Nvidia's solid earnings calmed tech sector jitters. CAC 40 up 0.66% to 8,006—nothing explosive, but steady gains across the board.

Banks leading the charge: BNP Paribas jumping 5%, Credit Agricole and Societe Generale up 1.4-2%. Legrand climbing 3%, while mega-cap names like Airbus, LVMH, and TotalEnergies posting moderate gains.

The losers? Stellantis taking an L with a 2.2% dip, STMicro and Renault down ~2%. Hermes and Accor slightly in the red.

Caveat: Eurozone construction output just tanked for the second month straight—down 0.5% in September vs 0.2% in August. Yearly drop hit 0.3%. So while equities are feeling better today, the underlying economy's sending mixed signals. All eyes now on U.S. jobs data to see if the Fed stays patient or gets aggressive on rates.