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Technology

AI stocks haven’t played by the normal valuation rules. Now that rates are higher, they may have to, says UBS

Marcus Chen
Marcus Chen
Marcus Chen
Managing Editor · St. Paul, MN

Marcus manages the day-to-day editorial workflow across all brands, coordinating coverage assignments and ensuring editorial standards are met. He previously served as city editor at the Pioneer Press and holds a degree in Political Science from Carleton College.

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Managing Editor · Tuesday, October 27, 2026 at 11:15 AM · 1 min read
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AI stocks haven’t played by the normal valuation rules. Now that rates are higher, they may have to, says UBS — Shenzhen Technology news

Historically, the surges in investment and in the profitability it produced have proven unsustainable for U.S. tech companies, says Michel Lerner.

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