Overview

• Wall Street closed higher after President Trump said the United States wants to help China, with the Dow up 1.29%, the S&P 500 up 1.56% and the Nasdaq up 2.29%.
• Paris finished up 0.21% as traders looked past France’s fragile new Lecornu government, while the 10‑year OAT yield held near 3.46% with political risk still in focus.
• Trump appeared to step back from a threat of additional 100% tariffs following China’s rare‑earth export limits, lifting risk appetite though trade tensions remain a key overhang.
• Mining and rare‑earth names extended gains, with USA Rare Earth up more than 18%, MP Materials up over 21% and Ramaco Resources up more than 11%; in Europe, Eramet rose 2.77% and ArcelorMittal added 3.09%.
• Broadcom jumped roughly 10% on a partnership under which processors will be designed specifically for OpenAI, while Nexans fell 9.26% after naming Julien Hueber as CEO to replace Christopher Guérin.