ROKT ETF (ROKT) is trading 5.4% up today as cyclical industrials and energy stocks extend gains amid a broader risk-on sentiment in U.S. equity futures.

  • Easing commodity and geopolitical risk premia related to U.S.–Iran talks are supporting pro-growth assets and economically sensitive sectors.
  • Sector rotation into industrials appears to be the primary driver of the move as major U.S. indices trend higher with a light economic calendar.