European Stock Markets Fluctuate Amid Geopolitical Tensions and Corporate Earnings

Market Performance The FTSE 100 rose 0.1% to 10,820 points, the CAC 40 gained 0.4% to 8,592, the FTSE MIB climbed 0.1% to 47,233, the IBEX 35 fell 0.1% to 18,439, and the DAX slipped 0.2% to 25,122.
Geopolitical Developments U.S.
Deputy President JD Vance said the United States would not allow Iran to produce nuclear weapons, emphasizing diplomacy as a priority while keeping other options on the table if negotiations fail.
“We will not allow Iran to produce nuclear weapons, but we are open to diplomacy,” Vance said.
The third round of nuclear talks began in Geneva under Oman’s mediation, keeping geopolitical risk at the forefront of market sentiment.
Corporate Earnings Nvidia – Q1 2026 revenue of $68.1 billion, up 73%; net income $42.96 billion, up 94%, confirming continued demand for its AI infrastructure.
Stellantis – first annual loss in history due to electric‑vehicle strategy revisions, with a €22.2 billion impairment and a projected €20.1 billion net loss for the second half of 2025.
Deutsche Telekom – Q4 operating result may be negative between €50–150 million.
Schneider Electric – annual revenue surpassed €40 billion, breaking records thanks to triple‑digit growth in data‑center equipment demand and strong Q4 performance; highlighted accelerating investments in North America and Asia‑Pacific.
AXA – full‑year 2025 results aligned with analyst expectations; earnings per share grew 8% year‑on‑year, indicating steady operational expansion.