US Stock Market Today: S&P 500 Futures Rebound On Stubborn Inflation Higher-For-Longer Risk

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The Morning Bull - US Market Morning Update Wednesday, Nov, 11 2026 US equities are set for a cautious but firmer open, with sentiment driven almost entirely by another hot inflation print. Investors are reading the rebound in futures as a reluctant embrace of higher for longer rates. The October CPI report showed headline prices up 0.4% month on month and core inflation at 0.3%.

US equities are set for a cautious but firmer open, with sentiment driven almost entirely by another hot inflation print. Investors are reading the rebound in futures as a reluctant embrace of higher for longer rates.

The October CPI report showed headline prices up 0.4% month on month and core inflation at 0.3%. Those figures, alongside hawkish recent Fed comments, keep a December move of at least 25 bp firmly on the table in market pricing.

Sticky inflation matters because it pushes up expectations for future borrowing costs. That can pressure valuations for interest rate sensitive sectors and compress profit expectations for businesses that rely heavily on refinancing or floating rate debt.

The unresolved question now is how long the Fed can lean on restrictive policy without weakening momentum in earnings and employment. Upcoming PPI data and a heavy slate of Fed speeches over the next two days could either reinforce or undermine today's rate path assumptions.

AMD is in focus after reports that it is partnering with Samsung Electronics to improve semiconductor manufacturing test infrastructure. That points to deeper cooperation across the chip supply chain and potential efficiency gains in production. Traders will be watching for more detail on scope, timelines, and whether the effort touches high demand AI related products.

Micron Technology is part of an AI linked upswing after CoreWeave reported stronger than expected Q3 revenue and raised its 2026 outlook. The cloud provider highlighted demand tied to AI, which has drawn attention back to memory suppliers. Investors are watching whether this enthusiasm carries into Micron's next update on pricing and capacity plans.

Salesforce is buying Cresta, a voice AI agent company, as customer experience vendors consolidate. The deal adds AI powered call center tools to Salesforce's existing software stack and could deepen its role in customer support workflows.

For US investors, the next few sessions revolve around how fresh…

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