Nvidia's solid earnings just gave European markets a much-needed boost. The CAC 40 jumped 0.66% to 8,006 as traders shook off tech valuation jitters. Banking stocks led the charge—BNP Paribas up 5%, with Societe Generale and Credit Agricole gaining 1.4-2%. But here's the catch: Eurozone construction output tanked again in September, dropping 0.5% month-on-month and 0.3% year-over-year. It's the second straight monthly decline. Meanwhile, all eyes on U.S. jobs data to figure out what the Fed does next with rates. Stellantis taking the L today, down 2.2%, while STMicroelectronics and Renault sliding 2% and 1.8%. Mixed signals—tech getting tailwinds, but construction struggling.