Paris stocks and Wall Street extend gains on AI optimism as Cac 40 rebounds

Paris stocks and Wall Street extended gains Tuesday, driven by AI optimism following Anthropic's IPO filing, with the Cac 40 rising 0.45% to 7,882.90 points. Semiconductor and data center-related stocks led the advance. Investors remain cautious about AI returns, debt financing, and infrastructure spending, while Meta announced a $95 billion fundraising and SpaceX signed a $40 billion equipment lease. The Fed's monetary policy decision is expected Wednesday, with a rate hold nearly certain. Orange raised its annual profitability forecast but shares fell 2% on satellite competition concerns. Exosens dropped 6% after weaker gross margins despite confirming annual targets.