Borrow Rates Surge for Top Option Names

Indicative borrow rates have increased significantly among liquid option names, with the largest increases seen in Upexi (475.77%), MEI Pharma (159.91%), and ChargePoint Holdings (44.05%). Other notable increases include Voyager Technologies (2.81%), Beyond Meat (27.87%), and US Global Jets ETF (10.18%). These increases may indicate higher demand for these stocks or a decrease in available shares.

Indicative borrow rates have surged significantly among liquid option names, with notable increases observed across various sectors. The latest data from TipRanks [1] reveals that Upexi (UPXI) experienced the largest increase, with a 475.77% rise, followed by MEI Pharma (MEIP) at 159.91%, and ChargePoint Holdings (CHPT) at 44.05%. Other stocks showing substantial increases include Voyager Technologies (VOYG) with a 2.81% rise, Beyond Meat (BYND) at 27.87%, and US Global Jets ETF (JETS) at 10.18%.

These increases may indicate heightened demand for these stocks or a decrease in available shares. For instance, Upexi and MEI Pharma, known for their liquidity, have seen significant borrow rate increases, suggesting a higher demand for these stocks. ChargePoint Holdings, a company focusing on electric vehicle charging infrastructure, also experienced a notable increase, reflecting potential interest in the renewable energy sector.

Voyager Technologies, a defense technology company, saw a 2.81% increase in its indicative borrow rate. This rise could be attributed to its recent investments and strategic partnerships, including a significant investment in Latent AI, an AI software company specializing in edge computing and defense intelligence [3][4]. This investment aims to enhance Voyager’s ability to deliver faster targeting and improved edge intelligence to defense, space, and industrial customers.

Beyond Meat, a plant-based meat company, saw a 27.87% increase in its borrow rate. This could be linked to recent developments in the plant-based food industry and investor interest in sustainable and innovative food technologies.

The US Global Jets ETF, which tracks the performance of companies involved in the global aerospace and defense industry, experienced a 10.18% increase in its borrow rate. This rise may reflect investor interest in the aerospace and defense sector, driven by geopolitical tensions and the increasing demand for defense technologies.

Investors should closely monitor these trends and consider the underlying reasons for the increased borrow rates. While higher borrow rates can indicate demand, they can also signal potential risks, such as liquidity constraints or increased volatility.

References:
[1] https://www.tipranks.com/news/the-fly/largest-borrow-rate-increases-among-liquid-names-thefly-59
[2] https://www.investing.com/news/investment-ideas/voyager-technologies-falls-46-after-investingpros-june-overvaluation-alert-93CH-4196523
[3] https://seekingalpha.com/news/4486713-voyager-invests-in-latent-betting-on-edge-computing-and-golden-dome-efforts-shares-rise
[4] https://www.satellitetoday.com/technology/2025/08/18/voyager-technologies-makes-investment-into-ai-software-company-latent-ai/