European stock exchanges are expected to open in slight increase on Friday, as the agreement between Nvidia and Intel excited Wall Street the day before.

Around 7:45 a.m., the CAC 40 futures contract for September grew by 0.3%, according to Boursorama data.

Futures contracts on the markets Shares indicate a higher opening in Europe on Friday. The agreement between Nvidia and Intel, which plans to invest 5 billion dollars from first in the second, fuelled a rally on Wall Street, in the wake of the Federal Reserve's decision on Wednesday to lower its key interest rate.

The Nasdaq Composite Index recorded its 27th record closing of 2025, while the S&P 500 and the Dow Jones Industrial Average have also reached new heights. These three clues were carried by the technology stocks, the best performing sector in S&P. “We Let's see a slight adjustment in rates and we're seeing this AI train move forward at full speed”, believes Marta Norton, director of strategy of investment at the wealth manager Empower.

Les American processor manufacturers Nvidia and Intel announced on Thursday that they concluded a partnership agreement in order to integrate their respective technologies in their products for data centers and IT personal. As part of this partnership, Nvidia will invest 5 billion dollars to the capital of Intel. Intel will build custom x86 processors for Nvidia, which the latter will integrate into its infrastructure platforms for artificial intelligence (AI). Intel will also build systems for chips intended for use in Nvidia printed circuits that equip the PCs.

A At the close on Thursday, Nvidia shares rose by 3.5%, Intel shares rose by 3.5%, while Intel shares rose by 3.5% 22.8%.

Les Three main indexes set new records on Thursday: the Dow Jones took 0.1%, to 46,142.42 points, and the S&P 500 gained 0.6%, to 6,631.96 dots. The Nasdaq Composite, rich in technological stocks, rose by 0.9%, to 22,470.73 points.

En Asia, the Tokyo Stock Exchange lost 0.7% at the end of trading on Friday. The clue Shanghai Composite lost 0.3%, as did the Hang Seng on the Hong Kong Stock Exchange Kong.

Treasury bond yields continue to rise as bond market investors adjust their positions as a result of the Fed's monetary policy change.

Although the Fed's decision to lower its key interest rate by a quarter Of this percentage point was widely anticipated, there was a “hope” “growing” on the market for a “surprise” drop more Important by half a percentage point, judge Russ Brownback, director Deputy Head of Fixed Income Investments at BlackRock.

Of In addition, the Fed's message “could have signalled a forward-looking vision a a bit more accommodating”, considering that the labor market has weakened and that customs tariffs do not seem to create “effects” more extensive training on inflation,” he added.

At around 7:45am, the 10-year US Treasury bond rate takes 2 basis points (0.02 percentage points), at 4.12%. The bond rate for two years is stable at 3.58%.

The economy and financial markets Americans are once again showing a certain resilience, underline Maybank analysts. The markets are still deciphering the latest announcements of the Fed, with traders taking a more positive view of the decision and indications from the Federal Reserve Monetary Policy Committee (FOMC), Judge Rodrigo Catril of NAB. The “meeting by meeting” indications of the Fed chairman Jerome Powell are perceived as cautious, adds the expert in currency strategy.

Around 7:45am, the euro lost 0.1% against the dollar, to 1.1775 dollars. The ticket Green lost 0.3% against the Japanese currency, to 147.52 yen.

PETROLE Les Oil futures are falling, as the summer season is strong Demand is beginning to come to an end and market players are waiting for see what additional sanctions, if any, will be imposed on the Russian oil.

Around 7:45 a.m., the November contract on the North Sea Brent, listed in London, lost 0.4% to $67.14 per barrel. The October contract on soft light crude (WTI) listed on Nymex fell by 0.5%, at 62.53 dollars per barrel.