FX.co ★ Nasdaq 100 Bulls Extend Lead as CFTC Net Long Positions Climb to 28.2K

Speculative interest in the Nasdaq 100 strengthened further, with net long positions rising to 28.2K, up from 21.1K previously, according to the latest data from the U.S. Commodity Futures Trading Commission (CFTC) updated on 30 January 2026.

The increase in speculative net positions suggests traders are becoming more optimistic on the tech-heavy index, adding to bullish bets compared with the prior reading. The move from 21.1K to 28.2K highlights a notable build-up in long exposure, signaling greater confidence among market participants in the near-term performance of U.S. technology and growth shares represented within the Nasdaq 100.

While the CFTC data does not reveal the motivations behind these positions, the shift in net longs is often interpreted as a sentiment gauge for institutional and large speculative traders, and may point to expectations of continued resilience or upside in the U.S. equity market’s growth segment.