The article discusses the potential impact of the AI investing rally on safe, defensive stocks and the outlook for Nvidia semiconductors. It highlights that while AI stocks like Nvidia have seen a massive rally, defensive stocks like consumer staples, utilities, and healthcare could benefit as investors seek safety amid market volatility. The article suggests that as the AI hype cools, investors may rotate into more stable sectors, providing opportunities in defensive names. However, it also notes that the AI boom is not over, and Nvidia’s selloff may be temporary as the company remains a key player in the AI chip market. The key takeaways are: 1) Defensive stocks could outperform as investors seek safety from AI volatility. 2) Nvidia’s selloff may be a buying opportunity as AI demand remains strong. 3) Sector rotation from AI to defensive names could create investment opportunities.