The latest Market Talks covering Equities. Published exclusively on Dow Jones Newswires throughout the day.

0917 ET - European stock indexes turn negative after Brent crude oil topped $105, heightening inflation concerns for the continent. The Europe-wide Stoxx 600 slides 0.6% to trade at its lowest level since July 8. Technology stocks are the sharpest fallers, with a sector gauge dropping 1.9%. Energy-intensive industrials and aerospace stocks also slide. London's FTSE 100 drops 0.4% even as oil majors gain, with miners bearing the brunt of losses. Copper and silver miner Antofagasta falls 5.8%. Germany's DAX falls 0.55%. AI-linked infrastructure group Hochtief tumbles 6.1%, while Adidas falls 3%. In Paris, the CAC 40 falls 0.4% as luxuries continue to shed value. Bellwether LVMH loses 1.1%. The semiconductor-dominated AEX falls 0.5% in Amsterdam, with ASML--Europe's most valuable company--dropping 3%. (josephmichael.stonor@wsj.com)

0915 ET - The Electrolux sales and manufacturing joint ventures with Midea remain on schedule, with the sales venture expected to start contributing to the group from the fourth quarter, Deutsche Bank analyst John Kim writes. The bank recently met with Electrolux management and it says other takeaways include that restructuring programs are also progressing to plan while there has been limited change in end-market demand. Some cost pressure is expected in the second half from higher energy prices, it adds. Deutsche Bank rates Electrolux at hold with a 33 Swedish kronor target price. Shares fall 0.5% to 26.66 kronor. (dominic.chopping@wsj.com)

0913 ET - After raising its key rate to 2.5%, hiking rates further would mean that the European Central Bank sees restrictive monetary policy as necessary, ING's Carsten Brzeski says in a note. The economy has proved resilient this year, but that is different from an overheating economy that needs restrictive policy, he says. "We still find it hard to see--amid public finance woes and surging bond yields--that the ECB would really be willing to add more fuel to the fire," Brzeski notes. The bank isn't likely to be willing to risk a recession to tackle what is still a supply-side shock, but the ECB has made policy mistakes before, he says.(edward.frankl@wsj.com)

0914 ET - Shares in London mining stocks are down in afternoon trade as Brent crude tops $105 a barrel and hostilities between the U.S. and Iran escalate. Higher oil prices will add costs to energy intensive miners who are some of the worlds largest consumers of diesel. Higher oil prices also raise the prospect of interest rate rises to combat inflation. This would hurt investment and consumer sentiment, and drag on demand for mined minerals and metals. Anglo American falls 5.4% while BHP's London shares are down 4.7%. Rio Tinto's slip 3.25%. Glencore slides 3.4% while copper miner Antofagasta falls 6%. (adam.whittaker@wsj.com)

0913 ET - The ECB's interest-rate increase will be painful for many companies to absorb, even though the move is understandable given persistent price pressure, says Volker Treier, the DIHK German chamber of commerce's trade chief. Treier urges the German government to "finally implement" measures to stimulate investment and growth, with higher rates likely to make financing investments more expensive. "This would particularly affect small and medium-sized enterprises seeking to invest in new machinery, digitalization, the use of AI, energy efficiency, and-fundamentally-the transformation of their business models," Treier says. (sarah.sloat@wsj.com)

0907 ET - Yields on U.K. 10-year government bonds, or gilts, accelerate after U.S. producer price index data came in stronger-than-expected. The annual PPI rose 5.4% in August, above the 5.3% consensus forecast by economists in a WSJ poll. The data raises inflation worries and the prospects of the Federal Reserve increasing rates in the coming months. Ten-year gilt yields climb 8 basis points on the day to 5.348%, highest since 2007, LSEG data show. (miriam.mukuru@wsj.com)

0906 ET - European energy stocks trade higher in afternoon trade as oil ticks above $105 a barrel. Brent crude trades 4.5% higher at $105.80 a barrel while WTI tops $100 a barrel after rising nearly 5%. The rally comes as traders assessed escalating attacks on Gulf shipping and renewed Houthi strikes on Saudi Arabia. In London, BP gains 2.5% and Shell rises 2%. Norway's Equinor is up 2.4%. Spain's Repsol, France's TotalEnergies and Italy's Eni all rise over 1%. (adam.whittaker@wsj.com)

0854 ET - Saudi Aramco could grow operating cash flow by around 30% by 2030, Barclays analyst Lydia Rainforth writes after hosting the company at the Barclays Energy-Power Conference. The Saudi Arabian national oil company expects gas developments to add approximately $12 billion to $15 billion of incremental cash flow over the period, she says. Secondly, the company expects improved downstream performance to add up to $10 billion, she says. And finally, oil and gas production growth will contribute, with the company estimating that each additional 1 million barrels a day generates approximately $11 billion to $12 billion at the 2025 crude oil price, she says. Aramco has the opportunity to add 2 million barrels a day of additional production. (adam.whittaker@wsj.com)

0802 ET - Saudi Aramco has the flexibility to rapidly increase oil supply, Barclays analyst Lydia Rainforth writes after hosting the company at the Barclays Energy-Power Conference. The Saudi Arabian national oil company can increase its output to 10 million barrels a day in two days, and reach 12 million barrels a day within approximately three weeks, she writes. "This responsiveness gives Aramco an ability to add supply materially faster than new industry projects can be developed," she writes.(adam.whittaker@wsj.com)

0747 ET - Betting against eurozone banks should help protect investors against market stress stemming from the French presidential election in 2027, Bank of America analysts write. The Europe Stoxx Banks index will likely fall if French political risk resurfaces via poll gains for populist parties on the left and right, they say. The index is vulnerable to a widening in yields between French OATs and German Bunds, they say. Investors should also bet on stock-market volatility rising around the time of the election itself, they say. Dispersion between different European bank stocks will also rise in the event of a populist party appearing on track to gain power, they say. (josephmichael.stonor@wsj.com)

0741 ET - Nordex could benefit from surging power demand from AI, data centers and industrial expansion in the U.S., Mwb analyst Leon Muehlenbruch says in a note. "Despite Washington's tougher stance on wind, attractive generation costs and short deployment times suggest that economics could ultimately outweigh politics," Muehlenbruch says. This would support the German wind-turbine maker, as Europe and particularly Germany approach a potential peak, according to Mwb. Even so, much of the operational improvement is priced in to Nordex's share, and Mwb maintains its buy rating on the stock with a 44-euro price target. Nordex trades 1.0% higher at 39.94 euros. (sarah.sloat@wsj.com)

0731 ET - Technoprobe is given a boost by positive August revenue figures from its largest customer, Taiwan Semiconductor Manufacturing Company, Equita's Alberto Gegra writes. TSMC posted August revenue of around $16 billion, a 53% acceleration on-year. "This is a very strong figure," Gegra writes. TSMC contributes directly or indirectly to between 50% to 60% of Milan-listed Technoprobe's revenue, the analyst estimates. Strong demand from TSMC will support Technoprobe's investment in advanced semiconductor testing technology. TSMC's strong revenue also reaffirms the case for Technoprobe to further expand its capacity. Technoprobe shares jump 6.7%, leading the Europe-wide Stoxx 600 index.