High-rolling investors have positioned themselves bullish on Opendoor Technologies (NASDAQ:OPEN), and it's important for retail traders to take note.\This activity came to our attention today through Benzinga's tracking of publicly available options data. The identities of these investors are uncertain, but such a significant move in OPEN often signals that someone has privileged information.Today, Benzinga's options scanner spotted 19 options trades for Opendoor Technologies. This is not a typical pattern. ...

Investors with a lot of money to spend have taken a bullish stance on Nike (NYSE:NKE).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with NKE, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner spotted 36 unco ...

Financial giants have made a conspicuous bearish move on Eli Lilly. Our analysis of options history for Eli Lilly (NYSE:LLY) revealed 84 unusual trades.Delving into the details, we found 27% of traders were bullish, while 51% showed bearish tendencies. Out of all the trades we spotted, 26 were puts, with a value of $2,090,541, and 58 were calls, valued at $10,418,102.Expected Price MovementsTaking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a pric ...

Core Insights - Deep-pocketed investors are showing a bullish sentiment towards Eli Lilly, indicating potential significant developments ahead [1] - The options activity for Eli Lilly is unusually high, with a split sentiment among investors [2] Options Activity - A total of 21 extraordinary options activities were recorded for Eli Lilly, with 33% of investors bullish and 33% bearish [2] - Notable options include 2 puts totaling $83,620 and 19 calls amounting to $1,322,319 [2] Price Targets - Investors have been targeting a price range for Eli Lilly between $620.0 and $1220.0 over the last three months based on volume and open interest [3] Volume and Open Interest Analysis - The analysis of volume and open interest provides insights into the liquidity and interest in Eli Lilly's options [4] Largest Options Trades - Significant trades include bullish call options with various strike prices and expiration dates, indicating strong investor interest [8] Company Overview - Eli Lilly focuses on neuroscience, cardiometabolic, cancer, and immunology, with key products including Verzenio, Mounjaro, and Trulicity [10] Current Analyst Ratings - Analysts have issued ratings for Eli Lilly with a consensus target price of $1186.8, with several maintaining buy ratings and higher target prices [11][12] Stock Performance - Eli Lilly's stock price is currently at $1040.51, reflecting a 1.01% increase, with a trading volume of 302,009 [14]

Core Insights - Financial giants are showing a bullish sentiment towards Merck & Co, with 55% of traders being bullish and 44% bearish, indicating a positive outlook on the stock [1] - The predicted price range for Merck & Co over the last three months is between $65.0 and $90.0, suggesting significant investor interest within this territory [2] - Analysts have set a consensus target price of $95.0 for Merck & Co, reflecting a generally optimistic view despite some recent downgrades [10][11] Options Activity - A total of 9 unusual trades were identified for Merck & Co, with 4 puts valued at $268,018 and 5 calls valued at $429,832, highlighting active trading interest [1] - The largest options trades include a bearish call trade with a total value of $183.7K at a strike price of $90.00 and a bullish put trade valued at $145.3K at a strike price of $85.00 [8] - The trading volume for Merck & Co reached 3,711,859, with the stock price slightly increasing by 0.17% to $88.15, indicating ongoing market activity [13] Company Overview - Merck & Co specializes in pharmaceutical products across various therapeutic areas, including cardiometabolic diseases, cancer, and infections, with Keytruda being a significant contributor to sales [9] - The company also has a strong vaccine portfolio aimed at preventing pediatric diseases and human papillomavirus, alongside a range of animal health-related drugs [9] - Approximately 47% of Merck's sales are derived from the US human health sector, emphasizing its strong domestic market presence [9]

Core Insights - Financial institutions are showing a bullish sentiment towards Netflix, with 24% of traders being bullish and 20% bearish, indicating a potential upward trend in the stock [1] - The major market movers are focusing on a price range between $10.0 and $1500.0 for Netflix over the past three months, suggesting significant trading activity within this band [2] - The mean open interest for Netflix options trades is 501.12, with a total volume of 7,992.00, reflecting strong liquidity and interest in the stock [3] Options Activity - A total of 153 unusual trades were identified for Netflix, with 29 puts valued at $1,711,500 and 124 calls valued at $12,080,062, highlighting a preference for call options [1] - The largest observed options trades include multiple bullish and neutral call trades with strike prices around $960.0 to $968.0, indicating a strong interest in upward price movement [9] Company Overview - Netflix operates a straightforward business model centered on its streaming service, boasting over 300 million subscribers globally, making it the largest television entertainment provider [10] - The company has diversified its revenue streams by introducing ad-supported subscription plans in 2022, expanding its exposure to the advertising market [11] Analyst Insights - Recent analyst ratings show a range of price targets for Netflix, with an average target of $1386.0, and some analysts upgrading their ratings to Buy with targets as high as $1514 [12][13] Current Market Status - As of the latest trading session, Netflix's stock is priced at $1213.08, reflecting a slight decrease of -0.19%, with upcoming earnings anticipated in six days [15]

Core Insights - Pan American Silver (NYSE: PAAS) has seen significant options trading activity, with over 10 trades totaling approximately $940,832 detected by Benzinga's options scanner [1] - The major market movers are focusing on a price range between $33.0 and $45.0 for Pan American Silver over the last three months [2] - The current price of PAAS is $39.83, reflecting a 1.63% increase, with a trading volume of 3,039,834 [14] Options Trading Activity - The largest options trades observed include bullish sentiment with significant call options, such as a $440.8K trade for a call option with a strike price of $33.00 expiring on 11/21/25 [8] - Other notable trades include a $221.0K call option trade at the same strike price and a $70.3K put option trade with a strike price of $45.00 [8] - The trends in volume and open interest for options indicate strong liquidity and interest levels for Pan American Silver's options within the identified price range [3] Company Overview - Pan American Silver Corp is primarily engaged in the operation and development of silver and gold-producing properties, also producing zinc, lead, and copper [9] - The company's operating mines include La Colorada, Dolores, Huaron, Morococha, Shahuindo, La Arena, Timmins West, Bell Creek, Manantial Espejo, and San Vicente [9] Analyst Insights - An industry analyst has set an average target price of $36.0 for Pan American Silver, maintaining a Sector Outperform rating [11][12]

Group 1: AI Smart Glasses and Market Potential - The core thesis is that AI smart glasses could replace smartphones, leading to significant growth for companies like META, which could see growth rates similar to early Facebook days [2][3] - The global smartphone market is valued at nearly $600 billion, indicating a substantial opportunity for companies involved in the development of AI smart glasses [2] - Investors who identify early opportunities in the AI smart glasses market could capture generational upside, with META's growth potentially being driven by the broader ecosystem of supporting technology [3][5] Group 2: Key Players in the AI Smart Glasses Supply Chain - Major companies identified as key players in the supply chain for AI smart glasses include Qualcomm (QCOM), EssilorLuxottica (ESLOY), Knowles (KN), Cirrus Logic (CRUS), Skyworks (SWKS), Qorvo (QRVO), Kopin (KOPN), and Corning (GLW) [6] - NVIDIA (NVDA), Broadcom (AVGO), Marvell (MRVL), and AMD (AMD) are highlighted as critical for the cloud AI backbone supporting these devices [6] Group 3: Investment Strategies - Two investment strategies are proposed: creating a diversified basket of AI smart glasses stocks or trading specific suppliers based on unusual options activity [7][8] - The first strategy involves investing equally across a range of stocks to capture potential high-growth opportunities, while the second focuses on timing investments based on market signals [7][8] Group 4: Market Conditions and Trends - The current market environment is characterized by high valuations in the credit market, which may pose risks to investors, particularly in corporate debt [16][18] - The spread between investment-grade corporate bonds and U.S. Treasuries has reached its lowest level since 1998, indicating potential market vulnerabilities [19] - Despite these risks, there is optimism about continued gains in sectors like artificial intelligence, suggesting a focus on strong market segments [22][23]

Core Insights - Investors are showing a bullish sentiment towards Celestica (NYSE: CLS), with significant options activity indicating potential upcoming movements in the stock [1][2]. Options Activity - A total of 27 uncommon options trades were identified for Celestica, with 62% of the sentiment being bullish and 25% bearish. The total amount for puts was $363,847, while calls amounted to $1,532,643 [2]. - The expected price range targeted by large investors over the last three months is between $90.0 and $310.0 [3]. - The mean open interest for Celestica options trades today is 211.92, with a total volume of 402.00 [4]. Recent Performance - The current trading volume for CLS is 1,657,716, with the stock price up by 1.64% to $247.78. The stock is currently neutral based on RSI values [16]. - Analysts have set an average price target of $295.0 for Celestica, with a consistent Overweight rating from JP Morgan [13][14]. Company Overview - Celestica Inc provides supply chain solutions through two main segments: Advanced Technology Solutions (ATS) and Connectivity & Cloud Solutions (CCS). The majority of revenue is generated from the CCS segment [11].

Core Insights - Unusual options activity for Oracle (ORCL) suggests a potential discounted investment opportunity, particularly in ORCL stock debit call spreads [1] Options Activity - Oracle's stock gained 3.41% on Monday, making it one of the top movers among mega-cap companies, with unusual options volume reaching 504,709 contracts, a 58.55% increase over the one-month average [2] - Call volume was 345,328 contracts while put volume was 159,381 contracts, resulting in a bullish ratio of 0.46; however, net trade sentiment showed a bearish inclination, with a $2.56 million deficit below parity [3] Month-to-Date Sentiment - Cumulatively, September's net trade sentiment is approximately $183 million below parity, primarily due to bearish activity from sold calls, despite some figures coming from expired options [4] Institutional Trading - Institutional traders have sold $131.625 million worth of $230 calls expiring on October 17, 2025, with an effective cap on the credit side at $342.50, while ORCL stock is currently priced at $302.14 [5] Future Expectations - Anticipation of momentum loss for ORCL stock heading into mid-October presents a potential opportunity for debit buyers [6] Historical Performance - Over the past 10 weeks, ORCL stock has shown a mixed performance with four up weeks and six down weeks, but historically, similar sequences have resulted in a 67% success ratio for long positions 10 weeks later [7]