XLY is trading at $116.68, up 5.54% after hours, with no clear catalyst explaining the unusually large move. - This compares with the regular-session close of $110.56. - September 25’s broader market gains, reports of U.S.–Iran diplomatic progress, easing oil prices and reduced inflation concerns provided a supportive backdrop. These factors may help discretionary businesses and consumer sentiment but do not independently explain the move. - Darden’s revenue miss and Olive Garden slowdown were negative, not an evident catalyst for the ETF’s jump.