Business

Tech Sector Valuation Shifts

Updated 2026-10-27 11:35 UTC 1 source Neutral

UBS warns that AI stocks may face valuation challenges as interest rates rise, citing historical precedents of unsustainable surges in tech investments.

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MarketWatch

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

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

2026-10-27 11:15 UTC