🔴 Defiance AI & Power Infrastructure ETF is trading 4% down today as investors rotate from high-valuation AI toward value and industrials

Defiance AI & Power Infrastructure ETF is trading 4% down today as investors continue rotating away from higher-valuation AI and tech exposure toward value and industrial names.

• The selloff follows a disappointing market reaction to Broadcom’s AI guidance and broader tech-led weakness across the Nasdaq.
• While industrial and utility components remain relatively resilient, the fund is being pressured by a broader de-risking trend away from growth and AI themes.