Wall Street had one of those days Monday that showed just how quickly fear can flip into opportunity. Weekend warnings from Anthropic CEO Dario Amodei about the pace of artificial intelligence development sent investors scrambling out of AI infrastructure names and straight into safer ground — think Johnson & Johnson, Costco, and cybersecurity giant CrowdStrike. The AI safety market impact rippled across sectors all day, turning a routine Monday session into an unofficial stress test of how much of this year’s tech rally actually depends on the AI buildout continuing at full speed, without pause.