QNTM.SW is trading 15.4% up today as high-beta tech and AI-related names rebound following recent sector weakness.

  • Risk appetite has improved with equity futures pointing higher and Middle East tensions easing, encouraging a return to growth-oriented assets.
  • Investors are looking past tariff concerns to focus on renewed demand for advanced computing and AI infrastructure plays.
  • The move reflects a broader recovery in specialized thematic funds as market participants rotate back into high-performance technology sectors.