Editorial companion

What stands out

Danielle DiMartino Booth warns the AI trade is "getting long in the tooth," urging investors to reassess exposure as recent gains may be aging. Her brief, forceful line recasts the AI rally not as a permanent regime change but as a leadership pattern that can reverse if policy, earnings, or sentiment shift. Hearing the comment on Schwab Network matters because it echoes into retail channels where concentrated positions in a few AI winners have become common.