Global Markets Pivot: Wall Street Clinches Fresh Records as Defensive Stocks Cushion Cool Down in AI Momentum | #stock Market # Wall Street # S&P 500 # Dow Jones # AI stocks # Semiconductor # Nvidia # Qualcomm # Micron # Oil prices # Brent crude # JPMorgan Chase # Procter & Gamble # FedEx Freight # Global inflation # Personal Consumption Expenditures # Record high # Investment strategy # Market rotation # Geopolitical tension