GIFT Nifty:

GIFT Nifty November 2026 futures rose 5.50 points, pointing to a positive opening for the Nifty 50.

Institutional Flows:

Foreign portfolio investors (FPIs) bought shares worth Rs 12,563.33 crore, while domestic institutional investors (DIIs) were net sellers of Rs 8,434.53 crore in the Indian equity market 11 November 2026, according to provisional data.

FPIs bought shares worth Rs 60,215.17 crore in November through 11 November 2026. This follows net selling of Rs 48,082.27 crore in October 2026, while FPIs were net sellers of Rs 45,536.89 crore in September 2026.

Global Markets:

Dow futures rose 90 points, signalling a positive opening for US stocks.

Most Asian shares advanced on Thursday as investors assessed renewed uncertainty surrounding Nvidia's leadership and persistent concerns over higher US interest rates.

The regional technology sector remained in focus following Wednesday's recovery in US semiconductor stocks. However, renewed uncertainty over Nvidia's leadership weighed on sentiment. The company's shares fell more than 8% in after-hours trading following reports that its board was considering the future of chief executive Jensen Huang. The reports cited allegations concerning his personal associations, which have not been independently established.

Japan reported an acceleration in wholesale inflation. The corporate goods price index rose 7.1% year-on-year in October, compared with 6.8% in September and market expectations of 6.5%. Higher fuel, chemical and semiconductor prices contributed to the increase. The data strengthened expectations of another Bank of Japan rate increase.

US stocks rallied on Wednesday, 11 November 2026, as a recovery in artificial intelligence and semiconductor shares helped offset concerns over higher interest rates.

The Dow Jones Industrial Average advanced 254.60 points or 0.49% to 52,486.49. The S&P 500 gained 98.45 points or 1.31% to 7,619.38, while the Nasdaq Composite jumped 400.31 points or 1.60% to 25,466.19.

Technology stocks led the advance. The Philadelphia Semiconductor Index surged 5.7%, with all its components ending higher. The S&P 500 technology sector gained 2.7%. The CBOE Volatility Index declined for a fourth consecutive session to 17.49.

CoreWeave surged 24.7% after its third-quarter results and improved financial outlook eased concerns about the sustainability of AI infrastructure spending. The company reported revenue of $3.66 billion, up 168% year-on-year, while adjusted EBITDA increased to $2.26 billion from $838 million.

The company raised its FY26 revenue guidance to $13 billion-$13.3 billion from its previous range. It also increased its adjusted operating income guidance to $1.275 billion-$1.375 billion. CoreWeave said it expected to achieve adjusted profitability in the first half of 2028.

Other AI-linked stocks also advanced. Nebius Group jumped 15.4%, while Applied Digital gained 7.4%. The strong performance reflected renewed investor interest in AI infrastructure companies following concerns over high capital expenditure and debt-funded expansion.

Anthropic's proposed public listing also remained in focus. The artificial intelligence company is targeting a valuation of up to $1.4 trillion and could raise as much as $64.4 billion through its share offering. The proposed listing is expected to test investor appetite for large AI-related offerings.

Crude oil prices fell more than 1% on Thursday amid hopes of progress in negotiations to end the Iran conflict and the Russia-Ukraine war. Brent crude futures declined $1.14 or 1.2% to $91.62 a barrel.

Domestic Market:

The key equity benchmarks ended marginally higher on Wednesday, maintaining a positive bias despite paring early gains. Softer crude oil prices, sustained foreign fund inflows and hopes of de-escalation in the Iran conflict supported sentiment. The Nifty opened firm and touched an intraday high of 25,424.35 before profit booking at higher levels pulled the indices off their peaks. The Nifty, however, managed to close above 25,250. Banking and auto shares attracted buying interest, while IT and pharma stocks declined.

The S&P BSE Sensex advanced 772.75 points or 0.95% to 81,879.40. The Nifty 50 index rose 210.40 points or 0.84% to 25,255.05.