As AI hardware stocks plunged from elevated levels, market funds began rotating into consumer staples—sectors with more resilient cash flows and less exposure to capital expenditure cycles. On Tuesday,$Consumer Staples Select Sector SPDR Fund (XLP.US)$ surged more than 3% in a single day, leading the broader market.$Coca-Cola (KO.US)$ Its stock strengthened following better-than-expected earnings, accompanied by an upward revision to its full-year guidance—a move that has become the hallmark of this rotation.$Walmart (WMT.US)$、$Costco (COST.US)$、$Procter & Gamble (PG.US)$ Other consumer leaders like Coca-Cola, Walmart, and Costco have also regained investor attention, drawing defensive buying interest thanks to their pricing power, membership models, and resilience to market volatility. As AI trades shift from high valuations back toward fundamentals anchored in earnings and cash flow, is the defensive value of essential consumer goods being repriced? How long can this consumer rotation last? Would you choose Coca-Cola, Walmart, or Costco?