High Options Trading Volume for Newmont and Applied Optoelectronics
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 02 2026
0mins
Should l Buy JEF?
Source: NASDAQ.COM
- Surge in Newmont Options: Newmont Corp (Ticker: NEM) has seen options trading volume reach 96,518 contracts today, representing approximately 9.7 million shares, which accounts for 94.7% of its average daily trading volume over the past month, indicating strong market interest in the stock.
- High Demand for Call Options: Within NEM, the $62.50 strike call option has traded 11,726 contracts today, equating to about 1.2 million shares, reflecting investor expectations for future price increases, which could impact its stock price trajectory.
- Active Options for Applied Optoelectronics: Applied Optoelectronics Inc (Ticker: AAOI) has recorded an options trading volume of 49,738 contracts today, representing approximately 5.0 million shares, or about 80% of its average daily trading volume over the past month, showcasing market interest in the company.
- Rising Demand for Call Options: For AAOI, the $115 strike call option has seen 5,023 contracts traded today, equating to approximately 502,300 shares, indicating optimistic sentiment among investors regarding the stock's future performance, which may drive its price upward.
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Analyst Views on JEF
Wall Street analysts forecast JEF stock price to rise
5 Analyst Rating
4 Buy
1 Hold
0 Sell
Strong Buy
Current: 38.290
Low
55.00
Averages
72.79
High
97.00
Current: 38.290
Low
55.00
Averages
72.79
High
97.00
About JEF
Jefferies Financial Group Inc. is a global, full-service investment banking and capital markets company. The Company provides financial advisory, equity underwriting and debt underwriting services. Its business segments include Investment Banking and Capital Markets and Asset Management. The Investment Banking and Capital Markets segment includes its securities, commodities, futures, and foreign exchange capital markets activities and its investment banking business, which provides underwriting and financial advisory services to clients across various industry sectors in the Americas, Europe and the Middle East, and Asia-Pacific. The Asset Management segment provides alternative investment management services to investors in the United States and overseas and generates investment income from capital invested in and managed by the Company or its affiliated asset managers. It provides mergers and acquisition, debt advisory and restructuring and private capital advisory services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- AI Investment Returns: The company has invested over $100 billion in data center infrastructure over the past year, particularly in Nvidia chips to support AI model operations, with AI product sales being a crucial way to demonstrate returns on this investment, expected to drive future profit growth.
- New Feature Release: Copilot Cowork will be introduced as a research preview, designed to handle multi-step tasks such as sending scheduled emails and preparing meeting documents, which is anticipated to further drive the adoption of Copilot and enhance user productivity.
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- Legal Litigation Risks: Western Alliance (WAL) has sued Jefferies, alleging a breach of the forbearance agreement related to First Brands, which filed for bankruptcy in September 2025; this legal dispute could expose Jefferies to significant liabilities, further intensifying market concerns about its financial stability.
- Market Reaction Analysis: Morgan Stanley analysts noted that Jefferies' stock is likely to trade more in line with its tangible book value per share rather than earnings per share, indicating a diminished market confidence in its future profitability, which may prompt investors to reassess its investment value.
- Significant Rating Discrepancies: The Equalweight rating on Jefferies contrasts sharply with the SA Quant's Sell rating and the average Wall Street Buy rating, highlighting a divergence in market perceptions regarding its future performance, which could impact its market share in investment banking.
See More
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- Hims & Hers Health: The stock skyrocketed 51% after a deal with Novo Nordisk was reported, allowing the sale of the pharmaceutical company's weight-loss drug on its platform, effectively ending a lawsuit aimed at blocking its sale of a copycat version, which is expected to significantly enhance its market share.
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See More
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- Legal Risks Emerge: Jefferies faces a lawsuit from Western Alliance Bank alleging $126 million in missed payments, alongside approximately $134 million in reported exposure to the failed UK mortgage lender MFS, which could negatively impact its near-term performance.
- Market Reaction: Jefferies' shares have plunged 38% this year and are down 32% over the past 12 months, indicating the market's heightened sensitivity to potential credit and legal risks, despite the company's denial of any wrongdoing.
- Business Outlook: Despite challenges, Kenny remains fundamentally bullish on Jefferies, expecting core business activity to accelerate as the capital markets environment improves, with future revenue and earnings anticipated to improve.
See More
