Dow jumps 556 pts while Nvidia keeps bleeding, our AI spotted the pivot weeks ago

• Wall Street rotated out of AI stocks into industrials, healthcare, staples. • Dow rose 1.08% while Nasdaq gained 0.33% amid AI spending concerns. • Strategies like Dominate the Dow and Healthcare Heroes outperformed benchmarks. Wall Street dumped AI-exposed names on Wednesday over worries about trillion-dollar data-center financing. The Dow jumped 556 points (+1.08%) to 52,177.69, the S&P 500 added 0.33% to 7,744.06, and the Nasdaq eked out a 0.08% gain. CoreWeave credit-default swaps signaled a 60% five-year default risk even as its shares bounced 6%. Capital rotated into blue-chip industrials, healthcare and staples. Dow-focused and healthcare AI strategies were already positioned there, beating benchmarks by 10-plus points year-to-date. Broader breadth improved, consumer staples rose over 2%, and the 10-year yield fell to 5.09% on flight-to-safety demand.