Defiance AI & Power Infrastructure ETF is trading 3.7% up today as industrials-linked AI and power infrastructure plays benefit from a broad risk-on rally following a U.S.–Iran peace deal.
- The geopolitical breakthrough has eased global energy and inflation concerns, providing a significant boost to rate-sensitive and growth-oriented sectors.
- Optimism surrounding large-scale infrastructure and advanced energy technologies, including nuclear and grid modernization, is supporting companies tied to the AI data center build-out.