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