XAR is up strongly as investors rotate toward industrials, which are leading 2026 gains alongside energy and consumer defensive while technology lags.[7] Resilient U.S. growth above 2.5% and ongoing capital spending in infrastructure, electrification, and industrial automation are supporting demand for industrials.[6][8] With major indices also higher, the move reflects a broader pro‑cyclical, non‑tech rally rather than ETF‑specific news.[7][8] Boeing’s IT outage is stock‑specific and not the primary driver.