SGX Nifty November 2026 futures increased by 5.50 points, indicating a favourable start for the Nifty 50.
Institutional Flows:
Foreign portfolio investors acquired shares valued at Rs 12,563.33 crore, whereas domestic institutional investors were net sellers amounting to Rs 8,434.53 crore in the Indian equity market on 11 November 2026, as per provisional data. Foreign Portfolio Investors acquired shares valued at Rs 60,215.17 crore in November up to 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 increased by 90 points, indicating a favourable start for US equities. Most Asian shares advanced on Thursday as investors evaluated the renewed uncertainty surrounding Nvidia’s leadership and ongoing concerns regarding elevated US interest rates. The regional technology sector continued to attract attention after the recovery observed in US semiconductor stocks on Wednesday. However, renewed uncertainty regarding Nvidia’s leadership has negatively impacted sentiment. The company’s shares experienced a decline exceeding 8% in after-hours trading, prompted by reports indicating that its board was evaluating the future of chief executive Jensen Huang. The reports referenced claims regarding his personal associations, which remain unverified through independent means.
Japan has observed a notable increase in wholesale inflation rates. The corporate goods price index experienced a year-on-year increase of 7.1% in October, up from 6.8% in September and surpassing market expectations of 6.5%. Rising prices for fuel, chemicals, and semiconductors played a significant role in the overall increase. The data reinforced anticipations of an additional rate hike by the Bank of Japan. US stocks experienced a rally on Wednesday, 11 November 2026, driven by a rebound in artificial intelligence and semiconductor shares, which mitigated worries regarding elevated interest rates. The Dow Jones Industrial Average advanced 254.60 points, reflecting a 0.49% increase, reaching a level of 52,486.49. The S&P 500 increased by 98.45 points, reflecting a rise of 1.31%, reaching a level of 7,619.38. Meanwhile, the Nasdaq Composite experienced a surge of 400.31 points, corresponding to a 1.60% gain, bringing it to 25,466.19.
Technology stocks spearheaded the upward movement. The Philadelphia Semiconductor Index experienced a notable increase of 5.7%, with all components concluding the session in positive territory. The technology sector of the S&P 500 experienced an increase of 2.7%. The CBOE Volatility Index has experienced a decline for the fourth consecutive session, now standing at 17.49. CoreWeave experienced a notable increase of 24.7% following the release of its third-quarter results, as the enhanced financial outlook alleviated apprehensions regarding the viability of AI infrastructure expenditures. The company reported revenue of $3.66 billion, reflecting a year-on-year increase of 168%, while adjusted EBITDA rose to $2.26 billion from $838 million. The company has adjusted its FY26 revenue guidance upward to a range of $13 billion to $13.3 billion, revising it from the prior estimates. It also raised its adjusted operating income guidance to a range of $1.275 billion to $1.375 billion. CoreWeave indicated that it anticipates reaching adjusted profitability in the first half of 2028. Other stocks associated with AI also experienced gains.
Nebius Group experienced a notable increase of 15.4%, whereas Applied Digital saw a rise of 7.4%. The robust performance indicated a resurgence of investor enthusiasm for AI infrastructure firms, prompted by apprehensions regarding elevated capital expenditures and debt-driven growth. Anthropic’s proposed public listing continued to attract attention. The artificial intelligence company is aiming for a valuation of up to $1.4 trillion and has the potential to raise as much as $64.4 billion through its share offering. The proposed listing is anticipated to gauge investor interest in substantial AI-related offerings. Crude oil prices experienced a decline exceeding 1% on Thursday, driven by optimism surrounding advancements in negotiations aimed at resolving the Iran conflict and the ongoing Russia-Ukraine war. Brent crude futures experienced a decrease of $1.14, representing a decline of 1.2%, settling at $91.62 per barrel.
Domestic Market:
The key equity benchmarks concluded the trading session on Wednesday with slight increases, sustaining a favourable outlook even as they retraced some of their initial advancements. Softer crude oil prices, sustained foreign fund inflows, and hopes of de-escalation in the Iran conflict bolstered sentiment. The Nifty commenced on a strong note, reaching an intraday high of 25,424.35, before profit-taking at elevated levels led to a decline from its peaks. The Nifty, however, succeeded in closing above 25,250. Banking and auto shares garnered buying interest, whereas IT and pharma stocks experienced a decline. The S&P BSE Sensex experienced an increase of 772.75 points, reflecting a rise of 0.95%, reaching a level of 81,879.40. The Nifty 50 index experienced an increase of 210.40 points, reflecting a rise of 0.84%, reaching a level of 25,255.05.
