Goldman Sachs Derivatives Expert Lee Coppersmith Discusses Shift in AI Stock Options Sentiment
Lee Coppersmith from Goldman Sachs' Equity Derivative Sales team discusses how investor focus on big tech earnings is altering options demand for AI stocks, with rising put buying and waning call activity, on The Markets podcast.
Lee Coppersmith, from the Equity Derivative Sales team at Goldman Sachs FICC and Equities, analyzes current options trading dynamics in artificial intelligence (AI) stocks on an episode of The Markets podcast. According to the publisher's episode description, Coppersmith notes that options markets are showing signs of increased nervousness about AI as investors closely monitor large tech company earnings and attempt to separate likely winners from losers.
He explains that while overall demand for AI stocks remains strong and the S&P has remained resilient, put option buying has picked up in recent weeks, whereas activity in call options—which would reward a jump in equities—has waned. This observation offers readers a specific entry point into understanding AI investment sentiment through derivative market positioning.
The episode was recorded on October 29, 2026. This recommendation is based on publisher metadata and episode descriptions, without including the full transcript or specific argumentative details. Views expressed represent the guest's personal stance and do not constitute investment advice.