IVAI.L is trading 3.8% up today as investors rotate back into growth sectors following a de-escalation in Middle East tensions and a decline in oil prices, which has helped alleviate inflation fears.

  • The move follows a strong Nasdaq surge of nearly 3% on August 3, 2026, led by technology and a broad recovery in risk assets.
  • Ongoing enthusiasm around AI demand and semiconductor strength continues to lift AI enabler companies held within the ETF.
  • Reduced inflation concerns have encouraged a shift back into high-growth technology and AI-related stocks.