Stocks on the Rise:

Wizz Air (+15%): The aviation sector is capitalizing on the ceasefire announcement, anticipating lower fuel costs and the stabilization of international flight paths. The rally is widespread, with Easyjet (+12%), Air France-KLM (+12%), Lufthansa (+11%), and Ryanair (+9%) all posting significant gains.

Safran (+11%): Despite the temporary Middle East ceasefire, the defense firm is being bolstered by strong order books, mirroring performance at Rolls-Royce (+10%) and Dassault Aviation (+2%).

Infineon Technologies (+10%) is attracting buyers after Jefferies reiterated its "Buy" rating and maintained a price target of 52 EUR. The German semiconductor manufacturer is riding a wave of renewed broker confidence in the chip sector.

Société Générale (+8%): The French bank is climbing, lifting the entire sector including Barclays (+7%) and BNP Paribas (+7%). Lenders are benefiting from improved market sentiment and a cooling of bond yields following overnight developments.

Schneider Electric (+8%) is plugging into BofA's appetite, as the broker confirms its "Buy" rating with a price target marginally adjusted to 306 EUR, citing robust growth in energy management driven by North American data centers. The French specialist is powering ahead with Q1 revenue expected to meet forecasts at 9.8bn EUR.

Hermès (+6%): The luxury sector is rebounding following a surge in optimism regarding global consumption and a reduction in the risk premium. Kering (+6%), Christian Dior (+6%), and LVMH (+6%) are all benefiting from this momentum.

Stocks on the Decline:

Maurel & Prom (-20%) is leading the oil and gas sector lower: Equinor (-12%), BP PLC (-8%), Shell (-7%), and TotalEnergies (-6%) are plunging in the wake of the Pakistani mediation that ended tensions. Trump has declared "mission accomplished," leaving energy majors to absorb a flash crash that has erased weeks of gains amid a normalization of supply chains.