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04.09.202619:30:00UTC+00Nasdaq 100 Speculative Long Bets Jump to 25.9K, Signaling Stronger Bullish Sentiment

Speculative positioning in the Nasdaq 100 futures market has strengthened notably, with net long positions rising to 25.9K contracts, up from 10.0K previously, according to the latest data released by the U.S. Commodity Futures Trading Commission (CFTC) on 4 September 2026.

The sharp increase in net long positions suggests a growing appetite for exposure to the tech-heavy Nasdaq 100 among speculative traders. This shift may reflect heightened optimism about the U.S. technology and growth sectors, as market participants position for potential gains in major Nasdaq-listed names.

While the data does not reveal the underlying drivers, the jump in speculative longs underscores a clear tilt toward bullish expectations in one of the most closely watched U.S. equity indices. Investors will be watching upcoming macroeconomic releases and corporate earnings to see whether this positioning is sustained or unwound.

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