For what feels like the first time in months, the hottest trade in the market might not be an AI stock. Shares of Toll Brothers Inc (NYSE: TOL), the luxury homebuilder, closed last week around $148, up about 20% since its earnings report in the back half of May. For context, over the same period, the S&P 500 is roughly flat, while some of the AI darlings that had been leading the market higher, like NVIDIA Corp (NASDAQ: NVDA), have shed more than 10%.