🟢 Defiance AI & Power Infrastructure ETF is trading 3.6% up today as industrials and energy infrastructure demand surge

Defiance AI & Power Infrastructure ETF is trading 3.6% up today as its industrials-heavy portfolio benefits from a broader risk-on tone and rising energy and infrastructure demand linked to the Iran-driven oil spike.

• Stronger crude prices and a heightened focus on defense, power infrastructure, and AI-related build-outs are lifting industrials and utilities.
• Boeing’s MQ-28 drone expansion underscores improving sentiment in defense-related industrial names.
• The tech sector is stabilizing after recent weakness tied to Oracle’s AI capital expenditure shock.