FX.co ★ Speculators Boost Bullish Bets on Nasdaq 100 as Net Long Positions Jump to 56.1K

Speculative interest in the Nasdaq 100 has strengthened notably, with net long positions rising to 56.1K, up from 33.7K previously, according to the latest Commitments of Traders (CFTC) data for the United States. The updated figures, released on 25 September 2026, indicate a sizable increase in bullish positioning among traders.

The shift suggests that market participants are becoming more optimistic about the outlook for major U.S. technology and growth stocks that dominate the Nasdaq 100 index. The jump in speculative net positions may reflect growing confidence in the sector’s earnings prospects and resilience, even amid ongoing macroeconomic uncertainties.

While the data does not reveal the underlying drivers of sentiment, the sharp rise in net longs highlights that traders are positioning more aggressively for further gains in the benchmark tech-heavy index. Investors will be watching upcoming economic and corporate announcements closely to see whether this increased speculative optimism is sustained or begins to unwind in the weeks ahead.