AI stocks haven’t played by the normal valuation rules. Now that rates are higher, they may have to, says UBS
MarketWatch · Tue, 27 Oct 2026 11:15:00 GMT
Read the full story at MarketWatch ↗OmniFin Portal's take
Excerpt from MarketWatch: “Historically, the surges in investment and in the profitability it produced have proven unsustainable for U.S. tech companies, says Michel Lerner.”
Rule-based headline sentiment: Bullish
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