Is Jensen Huang leaving Nvidia (NVDA) the "ultimate black swan event?" Charles Schwab's Alexandra Semenova notes the stark selling action across tech but notes the S&P 500 (SPX) is barely off its all-time high. Opportunities elsewhere on Wall Street are what she sees keeping the index buoyed. Cooper Howard adds more on the stock market's "flight to safety" and ways the Fed's fight against inflation complicates the long-term picture.