Market Flash on Getty Images

Posted on Posted in insight

EquiLend data captured a sharp shift in Getty Images short positioning following the company’s OpenAI partnership. Borrow Quantity fell approximately 60% before the latest official Public Short Interest report showed a 26% decline.

Market Flash: SpaceX

Posted on Posted in insight

SpaceX securities-lending conditions tightened ahead of the company’s first public earnings report and a major lockup expiration. EquiLend data shows Utilization approaching 90% and Cost to Borrow rising approximately 170% over five sessions.

Market Flash on BZFD

Posted on Posted in insight

EquiLend data shows borrow conditions tightening sharply in BuzzFeed (BZFD), following the disclosure that Allen Family Digital will acquire a 52% controlling stake in the company for $120 million, valuing BuzzFeed at $3 per share.

Market Flash on OWL US

Posted on Posted in insight

Borrow demand in Blue Owl Capital’s listed vehicles (OWL US and OBDC US) has surged in recent months, indicating an early signal of concerns around the private credit market. EquiLend’s Borrow Quantity, a leading indicator of short interest, for OWL US has jumped 150% since September, rising from 33.4 million to 83.5 million shares, while OBDC US has climbed to 16.4 million shares from 10.2 million over the same period. EquiLend’s real-time securities lending data suggests investors are positioning for further declines in OWL US beyond its 25% slide since September.

Market Flash on MSGM

Posted on Posted in insight

Last week, Motorsport Games Inc. (MSGM) reported a strong Q3 2025, with revenue up 72% year-on-year and a return to profitability on the back of the Le Mans Ultimate game over the summer. Yet the rally quickly met skepticism. Investors are uneasy about the company’s dependence on one blockbuster title, a lack of forward guidance, and a $1 million decline in NASCAR revenue following the loss of image rights earlier this year.

Market Flash on APP US

Posted on Posted in insight

After an 80% rally year-to-date, Applovin (APP US) fell 14% on October 6 following S&P 500 inclusion and reports of an SEC probe into its data-collection policies.

The warning signs were there, EquiLend’s Borrow Quantity surged +1,300% between Sept 18–22, rising from 1.4M to 19.35M shares, a clear indication that short sellers were positioning ahead of the selloff.

Market Flash on TLRY

Posted on Posted in insight

Tilray Brands (TLRY US), a cannabis wellness company best known for its infused beverages and foods, has long been a volatile stock. That volatility hit overdrive this week after President Trump posted a Sunday video touting cannabidiol’s potential benefits for seniors. Cannabis stocks roared higher Monday. Tilray led the charge, soaring 61% by the close. 

Market Flash on FL

Posted on Posted in insight

Foot Locker’s $2.4B merger with DICK’S Sporting Goods closes September 8 – and our data shows the arbitrage pressure building.

Borrow balances more than doubled in two weeks, while fees spiked above 14,000 bps before sliding back near 900. Is this stabilization — or just the calm before another storm?

Only EquiLend’s securities lending data reveals the full picture.