Tech logo for Bontech Labs featuring a blue laboratory flask logo with circuit lines inside, placed left of bold black BONTECH LABS text on a white background.
  • News
  • Guides
  • About BonTechLabs
  • About Gavin Bonshor
  • Our Editorial Policy
  • Contact Us

valuations

A man in a suit speaks in front of a large screen displaying the SoftBank Vision Fund logo and company logos like ARM, NVIDIA, OYO, Slack, and WeWork, highlighting SoftBank's impact on tech valuation and AI stocks.

SoftBank’s AI bet meets reality: why valuation jitters are finally hitting AI stocks

November 5, 2025 Gavin Bonshor 0

CNBC is reporting that shares of SoftBank and several AI exposed names have come under pressure on renewed concerns that valuations have run ahead of […]

AI Is Eating All The DRAM: Why Memory Prices Are Out Of ControlAI Is Eating All The DRAM: Why Memory Prices Are Out Of ControlNovember 17, 2025Gavin Bonshor
Intel After Gelsinger: Packaging, PowerVia, and the Real Work Lip-Bu Tan Must FinishIntel After Gelsinger: Packaging, PowerVia, and the Real Work Lip-Bu Tan Must FinishNovember 12, 2025Gavin Bonshor
AI PC Reality Check: NPU, CPU, GPUAI PC Reality Check: NPU, CPU, GPUNovember 12, 2025Gavin Bonshor
Entry-Level GPUs Are In Trouble As DRAM Prices Go NuclearEntry-Level GPUs Are In Trouble As DRAM Prices Go NuclearNovember 19, 2025Gavin Bonshor
Valve Steam Machine Deep Dive: Specs, Strategy, And Who It Is ForValve Steam Machine Deep Dive: Specs, Strategy, And Who It Is ForNovember 13, 2025Gavin Bonshor
Intel Kills Mainstream Diamond Rapids Platform: What It Means For Xeon And AMDIntel Kills Mainstream Diamond Rapids Platform: What It Means For Xeon And AMDNovember 16, 2025Gavin Bonshor
Why Intel Still Trails AMD on Power EfficiencyWhy Intel Still Trails AMD on Power EfficiencyNovember 16, 2025Gavin Bonshor

Copyright © 2025 | WordPress Theme by MH Themes