According to CNBC, Kepler Cheuvreux views the healthcare sector as the ultimate hedge against a potential AI-driven correction, signaling a defensive rotation if AI-exposed tech momentum reverses. source: CNBC For crypto traders, tech-led risk-off periods have at times coincided with positive BTC and ETH correlations to U.S. equities on rolling 60–90 day windows in 2022–2023, elevating spillover risk to digital assets should AI momentum crack. sources: Kaiko Research; Coin Metrics Trading takeaway: monitor the relative strength between healthcare and AI-levered tech and tighten crypto risk controls during any AI drawdown in line with the hedge framework reported. sources: CNBC; Kaiko Research

According to the source, Nvidia delivered strong earnings, yet U.S. tech stocks fell as capital rotated into defensive sectors on valuation concerns, signaling risk-off conditions in growth equities; source: NVIDIA Investor Relations for earnings details and S&P Dow Jones Indices sector performance data for rotation. For crypto, traders should monitor BTC, ETH and AI-themed tokens for potential correlation stress, funding-rate shifts, and basis compression during equity drawdowns; source: Coin Metrics cross-asset correlation research and Binance Research on BTC-equity beta.