The Indian stock market is gearing up for a strong opening on Thursday, backed by positive cues from global markets, robust Nvidia earnings that fueled a broad rally in AI chip stocks, and the Nikkei’s remarkable comeback above the 50,000 mark. As Gift Nifty trends higher in early trade, market participants are hopeful that the bullish momentum seen on Wednesday may extend further, although caution persists ahead of key macroeconomic triggers and the ongoing India-US trade deal developments.
In this detailed 5000-word special report for khabrainhindustan.com, we decode the 10 major factors that shifted global and domestic sentiment overnight and explain how they are set to influence the Indian stock market today.
📌 Table of Contents
- Gift Nifty Indicates Positive Opening
- Nvidia Earnings Fuel Global AI Stock Rally
- Nikkei Reclaims 50,000 Level
- Global Markets End Higher
- US Markets Rally on Tech Stocks
- Wednesday’s Market Performance in India
- Sector-Wise Movement in Indian Indices
- Expert Views on Today’s Market Trend
- Macro Data and India-US Trade Deal Outlook
- What Traders Should Watch Today
1. Gift Nifty Signals Positive Start for Indian Stock Market
Gift Nifty Today: Early Indicators Turn Bullish
Gift Nifty was seen trading around 26,145, carrying a premium of 74 points over the Nifty futures’ previous close. This early signal suggests that Indian stock market indices may open higher, continuing the momentum from Wednesday’s session.
Why Gift Nifty Matters Today?
Gift Nifty serves as the most reliable overnight indicator of the domestic market sentiment, reflecting global cues and institutional positioning.
Key Highlights of Gift Nifty Movement
- Trading at 26,145 level
- Premium of nearly 74 points
- Indicates positive opening for Nifty 50
- Reflects strong global sentiment after Nvidia’s bumper results
Impact on Traders and Investors
A premium in Gift Nifty often results in early morning buying by:
- FII desk algorithms
- Domestic institutions looking to reposition
- Retail traders anticipating gap-up movement
2. Nvidia Earnings Spark Global AI Stock Rally
Nvidia Earnings Blow Past Expectations
Nvidia’s quarterly results were the highlight of global markets overnight. Investors across the world celebrated as the chip-maker posted better-than-expected revenue and guidance.
How Nvidia Earnings Impact Indian Stock Market?
The Indian stock market is deeply influenced by global tech trends because:
- Indian IT companies depend on US tech spending
- AI chip enthusiasm boosts sentiment around Indian semiconductor players
- Nasdaq movement directly influences Indian tech stocks like TCS, Infosys, Tech Mahindra
Nvidia Impact: Key Points
- Massive surge in global AI chip stocks
- Semiconductor-linked markets rallied sharply
- Fuelled broader risk-on sentiment
Ripple Effect Across Markets
The earnings report sent:
- Nasdaq higher by 131 points
- S&P 500 up 0.38%
- Dow Jones up 47 points
Indian tech index (Nifty IT) may see strong buying interest today.
3. Nikkei Reclaims the 50,000 Mark – A Major Global Milestone
Japan’s Nikkei 225 Surges 3.4%
One of the most stunning developments overnight was the Nikkei’s sharp jump past 50,000, gaining 3.4% in one session.
Why Nikkei Rally Matters for India?
A rally in Asian markets often sets the tone for Indian equities.
The strong rise was fueled by:
- Chip sector rally in Asia
- Positive US tech earnings
- Strong yen carry trade flows
Key Asian Market Movements
- Nikkei: +3.4%
- Topix: +1.67%
- Kospi: +2.23%
- Kosdaq: +1.75%
- Hang Seng Futures: Slightly lower opening indicated
Broader Asian Sentiment
Asia is clearly riding a wave of optimism, and such broad-based strength supports Indian equities at the opening bell.
4. Asian Markets Support Bullish Sentiment for India
Asian markets were the strongest positive force influencing India.
The AI stocks rally pushed semiconductor companies globally, lifting sentiment across the region.
Asia Market Summary
| Market | Movement |
|---|---|
| Nikkei 225 | +3.4% |
| Topix | +1.67% |
| Kospi | +2.23% |
| Kosdaq | +1.75% |
| Hang Seng Futures | Likely weak |
Indian traders closely track Asian performance, and strong gains indicate that foreign inflows could remain strong.
5. Wall Street Ends Higher – Nasdaq Leads the Charge
US Markets Bounce Ahead of Nvidia Earnings
US indices saw a choppy session at first, but later moved higher as investors positioned for Nvidia results.
US Market Closing Numbers
- Dow Jones: +47.03 points (0.10%) → 46,138.77
- S&P 500: +24.84 points (0.38%) → 6,642.16
- Nasdaq: +131.38 points (0.59%) → 22,564.23
Why US Market Trends Matter to India?
Because:
- FIIs take cues from US tech market
- Nasdaq movement correlates with Nifty IT
- S&P 500 trends often mirror global risk appetite
6. Indian Stock Market Performance on Wednesday
Sensex and Nifty 50 Rebound Strongly
Indian equity benchmarks ended higher on Wednesday with Nifty reclaiming the 26,000 level.
Closing Numbers
- Sensex: 85,186.47 (+513.45 points / 0.61%)
- Nifty 50: 26,052.65 (+142.60 points / 0.55%)
What Drove Wednesday’s Rally?
- Strong buying in index heavyweights
- Positive global cues
- Short covering by traders
- Improved risk sentiment
7. Sector-Wise Performance: Who Led the Rally?
Top Gainers on Wednesday
- IT stocks (following global tech strength)
- Reliance & Financials
- Auto and Pharma saw selective buying
Sectors to Watch Today
With Nvidia earnings acting as a major catalyst, the following sectors may outperform:
- IT stocks
- Semiconductor-related companies
- Tech and digital service providers
Defensive sectors like FMCG and Pharma may see mild consolidation.
8. Expert Opinions: Market May Rise But Caution Remains
Siddhartha Khemka, Head of Research at Motilal Oswal Financial Services, said:
“We expect the market to witness a gradual up-move with a cautious undertone as the global macro data unfolds and the market awaits the conclusion of the first phase of the India-US trade deal.”
Why Analysts Are Still Cautious
- Key global macro numbers due
- Crude oil volatility
- Dollar index trends
- India-US trade deal uncertainty
9. Macro Factors & India-US Trade Deal Update
Global Macro Data to Watch
- US jobless claims
- Metal price trends
- Dollar index movement
- Crude oil inventory data
Why the India-US Trade Deal Matters?
Because it can:
- Influence FII flows
- Boost export-dependent sectors
- Improve domestic manufacturing sentiment
Markets may stay range-bound until more clarity emerges.
10. What Traders Should Watch Today
Top 10 Things to Track Before Market Opens
- Gift Nifty premium indicating a strong start
- Nvidia earnings impact on Nifty IT
- Nikkei rally crossing 50,000 level
- US markets ending higher
- FIIs/DIIs investment trend
- Crude oil price movement
- Dollar index and rupee levels
- Bond yields
- India-US trade deal updates
- Stock-specific earnings and announcements
Traders’ Strategy for Today
- Expect gap-up opening due to global cues
- Focus on IT, tech, and semiconductor-related stocks
- Book profits in overbought stocks
- Maintain stop-loss as volatility may rise
Conclusion: Markets Likely to Open Strong But Remain Sensitive to Global Data
The Indian stock market appears set for a positive start on Thursday, thanks to:
- Strong Gift Nifty indication
- Global rally powered by Nvidia
- Asian markets surging, especially Nikkei
- US indexes closing higher
However, cautious optimism is the theme of the day. While bullish sentiment is strong, traders should remain alert as markets digest global macroeconomic numbers and await progress on the India-US trade agreement.
With Nifty holding above 26,000 and strong global tailwinds, the Indian stock market is well positioned for another day of healthy gains—provided no negative global surprises emerge.
